HUNSAKER & ASSOCIATES SAN DIEGO, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN
401k plan membership statisitcs for HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN
Measure | Date | Value |
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2022: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 63 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 5 |
Total of all active and inactive participants | 2022-01-01 | 68 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 68 |
Number of participants with account balances | 2022-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 62 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 7 |
Total of all active and inactive participants | 2021-01-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 69 |
Number of participants with account balances | 2021-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 58 |
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 | 3 |
Total of all active and inactive participants | 2020-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 61 |
Number of participants with account balances | 2020-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 65 |
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 | 4 |
Total of all active and inactive participants | 2019-01-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 69 |
Number of participants with account balances | 2019-01-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 78 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 69 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
Total of all active and inactive participants | 2018-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 73 |
Number of participants with account balances | 2018-01-01 | 71 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 74 |
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 | 4 |
Total of all active and inactive participants | 2017-01-01 | 78 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 78 |
Number of participants with account balances | 2017-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 85 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 65 |
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 | 8 |
Total of all active and inactive participants | 2016-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 73 |
Number of participants with account balances | 2016-01-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 80 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 62 |
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 | 23 |
Total of all active and inactive participants | 2015-01-01 | 85 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 85 |
Number of participants with account balances | 2015-01-01 | 84 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2014: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 80 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 60 |
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 | 20 |
Total of all active and inactive participants | 2014-01-01 | 80 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 80 |
Number of participants with account balances | 2014-01-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2010: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 42 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 40 |
Total of all active and inactive participants | 2010-01-01 | 82 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 82 |
Number of participants with account balances | 2010-01-01 | 81 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 44 |
Total of all active and inactive participants | 2009-01-01 | 100 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 100 |
Number of participants with account balances | 2009-01-01 | 100 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 7 |
Measure | Date | Value |
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2022 : HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-1,634,543 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,832,656 |
Benefits paid (including direct rollovers) | 2022-12-31 | $1,814,715 |
Total plan assets at end of year | 2022-12-31 | $11,051,365 |
Total plan assets at beginning of year | 2022-12-31 | $14,518,564 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $714,357 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $114,591 |
Other income received | 2022-12-31 | $-2,613,470 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-3,467,199 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $11,051,365 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $14,518,564 |
Assets. Value of participant loans | 2022-12-31 | $259,199 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $149,979 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $10,193 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $7,748 |
2021 : HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $3,170,925 |
Expenses. Total of all expenses incurred | 2021-12-31 | $5,280,417 |
Benefits paid (including direct rollovers) | 2021-12-31 | $5,276,002 |
Total plan assets at end of year | 2021-12-31 | $14,518,564 |
Total plan assets at beginning of year | 2021-12-31 | $16,628,056 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $747,754 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $2,280,344 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $-2,109,492 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $14,518,564 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $16,628,056 |
Assets. Value of participant loans | 2021-12-31 | $235,593 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $142,827 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $687 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $3,728 |
2020 : HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $2,768,876 |
Expenses. Total of all expenses incurred | 2020-12-31 | $2,734,110 |
Benefits paid (including direct rollovers) | 2020-12-31 | $2,726,619 |
Total plan assets at end of year | 2020-12-31 | $16,628,056 |
Total plan assets at beginning of year | 2020-12-31 | $16,593,290 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $678,004 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $880 |
Other income received | 2020-12-31 | $1,938,668 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $34,766 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $16,628,056 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $16,593,290 |
Assets. Value of participant loans | 2020-12-31 | $292,570 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $151,324 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $7,491 |
2019 : HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $3,827,774 |
Expenses. Total of all expenses incurred | 2019-12-31 | $271,920 |
Benefits paid (including direct rollovers) | 2019-12-31 | $268,705 |
Total plan assets at end of year | 2019-12-31 | $16,593,290 |
Total plan assets at beginning of year | 2019-12-31 | $13,037,436 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $679,506 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $2,998,486 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $3,555,854 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $16,593,290 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $13,037,436 |
Assets. Value of participant loans | 2019-12-31 | $289,810 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $149,782 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $3,215 |
2018 : HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $180,772 |
Expenses. Total of all expenses incurred | 2018-12-31 | $3,097,892 |
Benefits paid (including direct rollovers) | 2018-12-31 | $3,080,407 |
Total plan assets at end of year | 2018-12-31 | $13,037,436 |
Total plan assets at beginning of year | 2018-12-31 | $15,954,556 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $686,685 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $200,559 |
Other income received | 2018-12-31 | $-867,726 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-2,917,120 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $13,037,436 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $15,954,556 |
Assets. Value of participant loans | 2018-12-31 | $185,818 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $161,254 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $11,662 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $5,823 |
2017 : HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $1 |
Total income from all sources | 2017-12-31 | $2,903,583 |
Expenses. Total of all expenses incurred | 2017-12-31 | $481,680 |
Benefits paid (including direct rollovers) | 2017-12-31 | $472,521 |
Total plan assets at end of year | 2017-12-31 | $15,954,556 |
Total plan assets at beginning of year | 2017-12-31 | $13,532,654 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $696,198 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $15,335 |
Other income received | 2017-12-31 | $2,052,669 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $2,421,903 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $15,954,556 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $13,532,653 |
Assets. Value of participant loans | 2017-12-31 | $92,196 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $139,381 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $9,159 |
2016 : HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $1 |
Total plan liabilities at beginning of year | 2016-12-31 | $1 |
Total income from all sources | 2016-12-31 | $1,654,712 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,589,460 |
Benefits paid (including direct rollovers) | 2016-12-31 | $1,577,918 |
Total plan assets at end of year | 2016-12-31 | $13,532,654 |
Total plan assets at beginning of year | 2016-12-31 | $13,467,402 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $635,841 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $899,509 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $65,252 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $13,532,653 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $13,467,401 |
Assets. Value of participant loans | 2016-12-31 | $167,090 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $119,362 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $11,542 |
2015 : HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $1 |
Total plan liabilities at beginning of year | 2015-12-31 | $1 |
Total income from all sources | 2015-12-31 | $354,781 |
Expenses. Total of all expenses incurred | 2015-12-31 | $647,039 |
Benefits paid (including direct rollovers) | 2015-12-31 | $645,523 |
Total plan assets at end of year | 2015-12-31 | $13,467,402 |
Total plan assets at beginning of year | 2015-12-31 | $13,759,660 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $534,036 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-281,643 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-292,258 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $13,467,401 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $13,759,659 |
Assets. Value of participant loans | 2015-12-31 | $209,448 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $102,388 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,516 |
2014 : HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $1 |
Total plan liabilities at beginning of year | 2014-12-31 | $1 |
Total income from all sources | 2014-12-31 | $1,198,303 |
Expenses. Total of all expenses incurred | 2014-12-31 | $58,585 |
Benefits paid (including direct rollovers) | 2014-12-31 | $57,360 |
Total plan assets at end of year | 2014-12-31 | $13,759,660 |
Total plan assets at beginning of year | 2014-12-31 | $12,619,942 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $464,942 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $653,912 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $1,139,718 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $13,759,659 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $12,619,941 |
Assets. Value of participant loans | 2014-12-31 | $214,692 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $79,449 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,225 |
2010 : HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2010 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-210,828 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-210,828 |
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 | $1,220,092 |
Total loss/gain on sale of assets | 2010-12-31 | $53,791 |
Total of all expenses incurred | 2010-12-31 | $878,345 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $870,098 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $1,649 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $267,272 |
Value of total assets at end of year | 2010-12-31 | $12,188,509 |
Value of total assets at beginning of year | 2010-12-31 | $11,846,762 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $6,598 |
Total interest from all sources | 2010-12-31 | $25,094 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $228,354 |
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 | $228,354 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $750,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $192,171 |
Participant contributions at end of year | 2010-12-31 | $398,643 |
Participant contributions at beginning of year | 2010-12-31 | $357,195 |
Participant contributions at end of year | 2010-12-31 | $3,676 |
Participant contributions at beginning of year | 2010-12-31 | $5,344 |
Administrative expenses (other) incurred | 2010-12-31 | $6,598 |
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 | $341,747 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $12,188,509 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $11,846,762 |
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 | $10,137,776 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $9,139,831 |
Interest on participant loans | 2010-12-31 | $23,964 |
Income. Interest from corporate debt instruments | 2010-12-31 | $1,045 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,123,784 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $2,304,012 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $32,447 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $85 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $837,260 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $19,149 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $75,101 |
Employer contributions (assets) at end of year | 2010-12-31 | $75,101 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $40,380 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $870,098 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $91,489 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $325,593 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $6,332,277 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $6,278,486 |
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 | WIEGEL, SZEKEL & FRISBY |
Accountancy firm EIN | 2010-12-31 | 953042596 |
2022: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS 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 | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS 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 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2016 form 5500 responses |
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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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) 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: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2014 form 5500 responses |
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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 |
2010: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2010 form 5500 responses |
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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 – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2009 form 5500 responses |
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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 |