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Plan Name | HATHAWAY & KUNZ, P.C. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | HATHAWAY & KUNZ, P.C. |
Employer identification number (EIN): | 450463345 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about HATHAWAY & KUNZ, P.C.
Jurisdiction of Incorporation: | Wyoming Corporations Division |
Incorporation Date: | 2002-01-28 |
Company Identification Number: | 000430924 |
Legal Registered Office Address: |
2515 Warren Avenue, Suite 500 Cheyenne United States of America (USA) 82001 |
More information about HATHAWAY & KUNZ, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2016-01-01 | RICK THOMPSON | |||
001 | 2015-01-01 | RICK THOMPSON | |||
001 | 2014-01-01 | RICK THOMPSON | |||
001 | 2013-01-01 | RICK THOMPSON | |||
001 | 2012-01-01 | RICK THOMPSON | |||
001 | 2011-01-01 | RICK THOMPSON | |||
001 | 2010-01-01 | RICK THOMPSON |
Measure | Date | Value |
---|---|---|
2016: HATHAWAY & KUNZ, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
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 | 4 |
Total of all active and inactive participants | 2016-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 16 |
Number of participants with account balances | 2016-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: HATHAWAY & KUNZ, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 10 |
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 | 6 |
Total of all active and inactive participants | 2015-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 16 |
Number of participants with account balances | 2015-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: HATHAWAY & KUNZ, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 13 |
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 | 6 |
Total of all active and inactive participants | 2014-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 19 |
Number of participants with account balances | 2014-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: HATHAWAY & KUNZ, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 13 |
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 | 4 |
Total of all active and inactive participants | 2013-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 17 |
Number of participants with account balances | 2013-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: HATHAWAY & KUNZ, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
Total of all active and inactive participants | 2012-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 16 |
Number of participants with account balances | 2012-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: HATHAWAY & KUNZ, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
Total of all active and inactive participants | 2011-01-01 | 16 |
Total participants | 2011-01-01 | 16 |
Number of participants with account balances | 2011-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: HATHAWAY & KUNZ, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 5 |
Total of all active and inactive participants | 2010-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 17 |
Number of participants with account balances | 2010-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2016 : HATHAWAY & KUNZ, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $290,120 |
Expenses. Total of all expenses incurred | 2016-12-31 | $90,390 |
Benefits paid (including direct rollovers) | 2016-12-31 | $85,674 |
Total plan assets at end of year | 2016-12-31 | $2,665,255 |
Total plan assets at beginning of year | 2016-12-31 | $2,465,525 |
Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
Total contributions received or receivable from participants | 2016-12-31 | $117,517 |
Other income received | 2016-12-31 | $140,033 |
Net income (gross income less expenses) | 2016-12-31 | $199,730 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,665,255 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,465,525 |
Assets. Value of participant loans | 2016-12-31 | $17,252 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $77,317 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $32,570 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $4,716 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : HATHAWAY & KUNZ, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $90,248 |
Expenses. Total of all expenses incurred | 2015-12-31 | $12,038 |
Benefits paid (including direct rollovers) | 2015-12-31 | $8,343 |
Total plan assets at end of year | 2015-12-31 | $2,465,525 |
Total plan assets at beginning of year | 2015-12-31 | $2,387,315 |
Value of fidelity bond covering the plan | 2015-12-31 | $240,000 |
Total contributions received or receivable from participants | 2015-12-31 | $89,395 |
Other income received | 2015-12-31 | $-29,014 |
Net income (gross income less expenses) | 2015-12-31 | $78,210 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,465,525 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,387,315 |
Assets. Value of participant loans | 2015-12-31 | $30,716 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $77,317 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $29,867 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,695 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : HATHAWAY & KUNZ, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $240,999 |
Expenses. Total of all expenses incurred | 2014-12-31 | $7,793 |
Benefits paid (including direct rollovers) | 2014-12-31 | $4,713 |
Total plan assets at end of year | 2014-12-31 | $2,387,315 |
Total plan assets at beginning of year | 2014-12-31 | $2,154,109 |
Value of fidelity bond covering the plan | 2014-12-31 | $220,000 |
Total contributions received or receivable from participants | 2014-12-31 | $91,043 |
Other income received | 2014-12-31 | $110,865 |
Net income (gross income less expenses) | 2014-12-31 | $233,206 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,387,315 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,154,109 |
Assets. Value of participant loans | 2014-12-31 | $13,143 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $77,366 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $39,091 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,080 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : HATHAWAY & KUNZ, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $397,295 |
Expenses. Total of all expenses incurred | 2013-12-31 | $29,304 |
Benefits paid (including direct rollovers) | 2013-12-31 | $24,609 |
Total plan assets at end of year | 2013-12-31 | $2,154,109 |
Total plan assets at beginning of year | 2013-12-31 | $1,786,118 |
Value of fidelity bond covering the plan | 2013-12-31 | $185,000 |
Total contributions received or receivable from participants | 2013-12-31 | $102,141 |
Other income received | 2013-12-31 | $262,713 |
Net income (gross income less expenses) | 2013-12-31 | $367,991 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,154,109 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,786,118 |
Assets. Value of participant loans | 2013-12-31 | $17,248 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $67,211 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $32,441 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $4,695 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : HATHAWAY & KUNZ, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $201,182 |
Expenses. Total of all expenses incurred | 2012-12-31 | $2,328 |
Benefits paid (including direct rollovers) | 2012-12-31 | $40 |
Total plan assets at end of year | 2012-12-31 | $1,786,118 |
Total plan assets at beginning of year | 2012-12-31 | $1,587,264 |
Value of fidelity bond covering the plan | 2012-12-31 | $185,000 |
Total contributions received or receivable from participants | 2012-12-31 | $96,612 |
Other income received | 2012-12-31 | $79,056 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $198,854 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,786,118 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,587,264 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $67,211 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $25,514 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,288 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : HATHAWAY & KUNZ, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $-211,122 |
Expenses. Total of all expenses incurred | 2011-12-31 | $36,341 |
Benefits paid (including direct rollovers) | 2011-12-31 | $36,341 |
Total plan assets at end of year | 2011-12-31 | $1,587,264 |
Total plan assets at beginning of year | 2011-12-31 | $1,834,727 |
Value of fidelity bond covering the plan | 2011-12-31 | $185,000 |
Total contributions received or receivable from participants | 2011-12-31 | $84,085 |
Other income received | 2011-12-31 | $-322,266 |
Net income (gross income less expenses) | 2011-12-31 | $-247,463 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,587,264 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,834,727 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $67,198 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $27,059 |
2010 : HATHAWAY & KUNZ, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $36,346 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $1,834,727 |
Total plan assets at beginning of year | 2010-12-31 | $1,798,381 |
Value of fidelity bond covering the plan | 2010-12-31 | $180,000 |
Total contributions received or receivable from participants | 2010-12-31 | $80,662 |
Other income received | 2010-12-31 | $-62,969 |
Net income (gross income less expenses) | 2010-12-31 | $36,346 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,834,727 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,798,381 |
Assets. Value of participant loans | 2010-12-31 | $878 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $67,140 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $18,653 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2016: HATHAWAY & KUNZ, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HATHAWAY & KUNZ, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: HATHAWAY & KUNZ, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HATHAWAY & KUNZ, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: HATHAWAY & KUNZ, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HATHAWAY & KUNZ, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: HATHAWAY & KUNZ, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |