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HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameHUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN
Plan identification number 001

HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 SAN DIEGO, INC. has sponsored the creation of one or more 401k plans.

Company Name:HUNSAKER & ASSOCIATES SAN DIEGO, INC.
Employer identification number (EIN):330223312
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01STEPHANIE PILGRIM
0012017-01-01STEPHANIE PILGRIM
0012016-01-01STEPHANIE PILGRIM
0012015-01-01STEPHANIE PILGRIM
0012014-01-01STEPHANIE PILGRIM
0012013-01-01DAVID A. HAMMAR2014-09-30
0012012-01-01DAVID A. HAMMAR2013-08-29
0012011-01-01DAVID A. HAMMAR2012-08-30
0012010-01-01DAVID A. HAMMAR
0012009-01-01JEFF D. WILLIAMS

Plan Statistics for 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
2022: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0169
Total number of active participants reported on line 7a of the Form 55002022-01-0163
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0168
Number of participants with account balances2022-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0161
Total number of active participants reported on line 7a of the Form 55002021-01-0162
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0169
Number of participants with account balances2021-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0169
Total number of active participants reported on line 7a of the Form 55002020-01-0158
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0161
Number of participants with account balances2020-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0173
Total number of active participants reported on line 7a of the Form 55002019-01-0165
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0169
Number of participants with account balances2019-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0178
Total number of active participants reported on line 7a of the Form 55002018-01-0169
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0173
Number of participants with account balances2018-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0173
Total number of active participants reported on line 7a of the Form 55002017-01-0174
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0178
Number of participants with account balances2017-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0185
Total number of active participants reported on line 7a of the Form 55002016-01-0165
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0173
Number of participants with account balances2016-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0180
Total number of active participants reported on line 7a of the Form 55002015-01-0162
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0185
Number of participants with account balances2015-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0180
Total number of active participants reported on line 7a of the Form 55002014-01-0160
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0180
Number of participants with account balances2014-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2010: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01100
Total number of active participants reported on line 7a of the Form 55002010-01-0142
Number of other retired or separated participants entitled to future benefits2010-01-0140
Total of all active and inactive participants2010-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0182
Number of participants with account balances2010-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01112
Total number of active participants reported on line 7a of the Form 55002009-01-0140
Number of retired or separated participants receiving benefits2009-01-0116
Number of other retired or separated participants entitled to future benefits2009-01-0144
Total of all active and inactive participants2009-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01100
Number of participants with account balances2009-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022 : HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,634,543
Expenses. Total of all expenses incurred2022-12-31$1,832,656
Benefits paid (including direct rollovers)2022-12-31$1,814,715
Total plan assets at end of year2022-12-31$11,051,365
Total plan assets at beginning of year2022-12-31$14,518,564
Value of fidelity bond covering the plan2022-12-31$1,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$714,357
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$114,591
Other income received2022-12-31$-2,613,470
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-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 loans2022-12-31$259,199
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$149,979
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$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
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$3,170,925
Expenses. Total of all expenses incurred2021-12-31$5,280,417
Benefits paid (including direct rollovers)2021-12-31$5,276,002
Total plan assets at end of year2021-12-31$14,518,564
Total plan assets at beginning of year2021-12-31$16,628,056
Value of fidelity bond covering the plan2021-12-31$1,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$747,754
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$2,280,344
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-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 loans2021-12-31$235,593
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$142,827
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$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
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,768,876
Expenses. Total of all expenses incurred2020-12-31$2,734,110
Benefits paid (including direct rollovers)2020-12-31$2,726,619
Total plan assets at end of year2020-12-31$16,628,056
Total plan assets at beginning of year2020-12-31$16,593,290
Value of fidelity bond covering the plan2020-12-31$1,000,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$678,004
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$880
Other income received2020-12-31$1,938,668
Noncash contributions received2020-12-31$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 loans2020-12-31$292,570
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$151,324
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$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
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$3,827,774
Expenses. Total of all expenses incurred2019-12-31$271,920
Benefits paid (including direct rollovers)2019-12-31$268,705
Total plan assets at end of year2019-12-31$16,593,290
Total plan assets at beginning of year2019-12-31$13,037,436
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$679,506
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$2,998,486
Noncash contributions received2019-12-31$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 loans2019-12-31$289,810
Total contributions received or receivable from employer(s)2019-12-31$149,782
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$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
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$180,772
Expenses. Total of all expenses incurred2018-12-31$3,097,892
Benefits paid (including direct rollovers)2018-12-31$3,080,407
Total plan assets at end of year2018-12-31$13,037,436
Total plan assets at beginning of year2018-12-31$15,954,556
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$686,685
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$200,559
Other income received2018-12-31$-867,726
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-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 loans2018-12-31$185,818
Total contributions received or receivable from employer(s)2018-12-31$161,254
Value of certain deemed distributions of participant loans2018-12-31$11,662
Value of corrective distributions2018-12-31$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
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$1
Total income from all sources2017-12-31$2,903,583
Expenses. Total of all expenses incurred2017-12-31$481,680
Benefits paid (including direct rollovers)2017-12-31$472,521
Total plan assets at end of year2017-12-31$15,954,556
Total plan assets at beginning of year2017-12-31$13,532,654
Value of fidelity bond covering the plan2017-12-31$1,000,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$696,198
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$15,335
Other income received2017-12-31$2,052,669
Noncash contributions received2017-12-31$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 loans2017-12-31$92,196
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$139,381
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$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
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$1
Total plan liabilities at beginning of year2016-12-31$1
Total income from all sources2016-12-31$1,654,712
Expenses. Total of all expenses incurred2016-12-31$1,589,460
Benefits paid (including direct rollovers)2016-12-31$1,577,918
Total plan assets at end of year2016-12-31$13,532,654
Total plan assets at beginning of year2016-12-31$13,467,402
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$635,841
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$899,509
Noncash contributions received2016-12-31$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 loans2016-12-31$167,090
Total contributions received or receivable from employer(s)2016-12-31$119,362
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$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
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$1
Total plan liabilities at beginning of year2015-12-31$1
Total income from all sources2015-12-31$354,781
Expenses. Total of all expenses incurred2015-12-31$647,039
Benefits paid (including direct rollovers)2015-12-31$645,523
Total plan assets at end of year2015-12-31$13,467,402
Total plan assets at beginning of year2015-12-31$13,759,660
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$534,036
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-281,643
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-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 loans2015-12-31$209,448
Total contributions received or receivable from employer(s)2015-12-31$102,388
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$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
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$1
Total plan liabilities at beginning of year2014-12-31$1
Total income from all sources2014-12-31$1,198,303
Expenses. Total of all expenses incurred2014-12-31$58,585
Benefits paid (including direct rollovers)2014-12-31$57,360
Total plan assets at end of year2014-12-31$13,759,660
Total plan assets at beginning of year2014-12-31$12,619,942
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$464,942
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$653,912
Noncash contributions received2014-12-31$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 loans2014-12-31$214,692
Total contributions received or receivable from employer(s)2014-12-31$79,449
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,225
2010 : HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-210,828
Total unrealized appreciation/depreciation of assets2010-12-31$-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 assets2010-12-31$53,791
Total of all expenses incurred2010-12-31$878,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$870,098
Expenses. Certain deemed distributions of participant loans2010-12-31$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 year2010-12-31$12,188,509
Value of total assets at beginning of year2010-12-31$11,846,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,598
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$228,354
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$750,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$192,171
Participant contributions at end of year2010-12-31$398,643
Participant contributions at beginning of year2010-12-31$357,195
Participant contributions at end of year2010-12-31$3,676
Participant contributions at beginning of year2010-12-31$5,344
Administrative expenses (other) incurred2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,137,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,139,831
Interest on participant loans2010-12-31$23,964
Income. Interest from corporate debt instruments2010-12-31$1,045
Value of interest in common/collective trusts at end of year2010-12-31$1,123,784
Value of interest in common/collective trusts at beginning of year2010-12-31$2,304,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$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 trusts2010-12-31$19,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$75,101
Employer contributions (assets) at end of year2010-12-31$75,101
Employer contributions (assets) at beginning of year2010-12-31$40,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$870,098
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$91,489
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$325,593
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$6,332,277
Aggregate carrying amount (costs) on sale of assets2010-12-31$6,278,486
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIEGEL, SZEKEL & FRISBY
Accountancy firm EIN2010-12-31953042596

Form 5500 Responses for HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN

2022: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2010: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HUNSAKER & ASSOCIATES SAN DIEGO, INC. 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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