401k Plan data: MHBT INC. 401(K) PLAN plan

MHBT INC. 401(K) PLAN 401k Plan overview

Plan Name	MHBT INC. 401(K) PLAN
Plan identification number	001

MHBT INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

MCQUEARY HENRY BOWLES TROY, L.L.P. has sponsored the creation of one or more 401k plans.

Company Name: MCQUEARY HENRY BOWLES TROY, L.L.P.

Employer identification number (EIN): 752673082

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about MCQUEARY HENRY BOWLES TROY, L.L.P.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1998-10-02

Company Identification Number: 601906127

Legal Registered Office Address: 711 CAPITOL WAY S STE 204

OLYMPIA
United States of America (USA)
985011267

More information about MCQUEARY HENRY BOWLES TROY, L.L.P.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MHBT INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 EVELYN CHAFETZ BILL HENRY 2016-08-12
001 2014-01-01 EVELYN CHAFETZ EVELYN CHAFETZ 2015-10-12
001 2013-01-01 CULVER WILSON
001 2012-01-01 CULVER WILSON
001 2011-01-01 CULVER WILSON CULVER WILSON 2012-09-12
001 2009-01-01 CULVER WILSON

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	EVELYN CHAFETZ	BILL HENRY	2016-08-12
001	2014-01-01	EVELYN CHAFETZ	EVELYN CHAFETZ	2015-10-12
001	2013-01-01	CULVER WILSON
001	2012-01-01	CULVER WILSON
001	2011-01-01	CULVER WILSON	CULVER WILSON	2012-09-12
001	2009-01-01	CULVER WILSON

Plan Statistics for MHBT INC. 401(K) PLAN

401k plan membership statisitcs for MHBT INC. 401(K) PLAN

Measure Date Value
2015: MHBT INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 404
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
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 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MHBT INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 362
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 343
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 61
Total of all active and inactive participants 2014-01-01 404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 404
Number of participants with account balances 2014-01-01 359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: MHBT INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 332
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 311
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 62
Total of all active and inactive participants 2013-01-01 373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 373
Number of participants with account balances 2013-01-01 303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: MHBT INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 264
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 270
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 62
Total of all active and inactive participants 2012-01-01 332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 332
Number of participants with account balances 2012-01-01 278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 6
2011: MHBT INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 278
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 195
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 69
Total of all active and inactive participants 2011-01-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 264
Number of participants with account balances 2011-01-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: MHBT INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 176
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 59
Total of all active and inactive participants 2009-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 235
Number of participants with account balances 2009-01-01 233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2015: MHBT INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	404
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
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	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MHBT INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	362
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	343
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	61
Total of all active and inactive participants	2014-01-01	404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	404
Number of participants with account balances	2014-01-01	359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: MHBT INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	332
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	311
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	62
Total of all active and inactive participants	2013-01-01	373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	373
Number of participants with account balances	2013-01-01	303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: MHBT INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	264
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	270
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	62
Total of all active and inactive participants	2012-01-01	332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	332
Number of participants with account balances	2012-01-01	278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	6
2011: MHBT INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	278
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	195
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	69
Total of all active and inactive participants	2011-01-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	264
Number of participants with account balances	2011-01-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: MHBT INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	176
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	59
Total of all active and inactive participants	2009-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	235
Number of participants with account balances	2009-01-01	233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on MHBT INC. 401(K) PLAN

Measure	Date	Value
2015 : MHBT INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-10-27	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-10-27	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-10-27	$0
Total income from all sources (including contributions)	2015-10-27	$2,213,472
Total loss/gain on sale of assets	2015-10-27	$0
Total of all expenses incurred	2015-10-27	$36,207,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-10-27	$36,094,368
Value of total corrective distributions	2015-10-27	$62,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-10-27	$2,534,698
Value of total assets at end of year	2015-10-27	$0
Value of total assets at beginning of year	2015-10-27	$33,994,251
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-10-27	$50,601
Total interest from all sources	2015-10-27	$149,113
Total dividends received (eg from common stock, registered investment company shares)	2015-10-27	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-10-27	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-10-27	$0
Was this plan covered by a fidelity bond	2015-10-27	Yes
Value of fidelity bond cover	2015-10-27	$1,500,000
If this is an individual account plan, was there a blackout period	2015-10-27	No
Were there any nonexempt tranactions with any party-in-interest	2015-10-27	No
Contributions received from participants	2015-10-27	$1,181,092
Participant contributions at end of year	2015-10-27	$0
Participant contributions at beginning of year	2015-10-27	$374,815
Assets. Other investments not covered elsewhere at end of year	2015-10-27	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-10-27	$18,174
Income. Received or receivable in cash from other sources (including rollovers)	2015-10-27	$673,086
Other income not declared elsewhere	2015-10-27	$217
Administrative expenses (other) incurred	2015-10-27	$50,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-10-27	No
Value of net income/loss	2015-10-27	$-33,994,251
Value of net assets at end of year (total assets less liabilities)	2015-10-27	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-10-27	$33,994,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-10-27	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-10-27	No
Were any leases to which the plan was party in default or uncollectible	2015-10-27	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-10-27	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-10-27	$27,729,671
Interest on participant loans	2015-10-27	$6,683
Interest earned on other investments	2015-10-27	$142,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-10-27	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-10-27	$5,871,591
Net investment gain/loss from pooled separate accounts	2015-10-27	$-470,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-10-27	No
Was there a failure to transmit to the plan any participant contributions	2015-10-27	No
Has the plan failed to provide any benefit when due under the plan	2015-10-27	No
Contributions received in cash from employer	2015-10-27	$680,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-10-27	$36,094,368
Did the plan have assets held for investment	2015-10-27	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-10-27	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-10-27	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-10-27	Yes
Opinion of an independent qualified public accountant for this plan	2015-10-27	Disclaimer
Accountancy firm name	2015-10-27	BDO USA, LLP
Accountancy firm EIN	2015-10-27	135381590
2014 : MHBT INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$5,778,106
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,348,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,324,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,753,224
Value of total assets at end of year	2014-12-31	$33,994,251
Value of total assets at beginning of year	2014-12-31	$29,564,649
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$24,082
Total interest from all sources	2014-12-31	$174,622
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,299,837
Participant contributions at end of year	2014-12-31	$374,815
Participant contributions at beginning of year	2014-12-31	$232,009
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$18,174
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$16,911
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,032,867
Other income not declared elsewhere	2014-12-31	$-1,271
Administrative expenses (other) incurred	2014-12-31	$24,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$4,429,602
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$33,994,251
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$29,564,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$27,729,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$24,269,375
Interest on participant loans	2014-12-31	$11,334
Interest earned on other investments	2014-12-31	$163,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$5,871,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$5,046,354
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,851,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$420,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,324,422
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BDO USA, LLP
Accountancy firm EIN	2014-12-31	135381590
2013 : MHBT INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$6,509,792
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,753,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,731,995
Value of total corrective distributions	2013-12-31	$2,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,503,554
Value of total assets at end of year	2013-12-31	$29,564,649
Value of total assets at beginning of year	2013-12-31	$25,807,870
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$18,635
Total interest from all sources	2013-12-31	$171,299
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,971,619
Participant contributions at end of year	2013-12-31	$232,009
Participant contributions at beginning of year	2013-12-31	$297,440
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$16,911
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$12,752
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$171,936
Other income not declared elsewhere	2013-12-31	$12,502
Administrative expenses (other) incurred	2013-12-31	$18,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,756,779
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$29,564,649
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$25,807,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$24,269,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$19,021,069
Interest on participant loans	2013-12-31	$12,722
Interest earned on other investments	2013-12-31	$158,577
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$5,046,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$6,476,609
Net investment gain/loss from pooled separate accounts	2013-12-31	$3,822,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$359,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,731,995
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BDO USA, LLP
Accountancy firm EIN	2013-12-31	135381590
2012 : MHBT INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$5,495,223
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,744,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,736,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,864,123
Value of total assets at end of year	2012-12-31	$25,807,870
Value of total assets at beginning of year	2012-12-31	$23,057,114
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$8,264
Total interest from all sources	2012-12-31	$195,591
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,606,039
Participant contributions at end of year	2012-12-31	$297,440
Participant contributions at beginning of year	2012-12-31	$325,086
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$12,752
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$235,551
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,008,084
Other income not declared elsewhere	2012-12-31	$59,027
Administrative expenses (other) incurred	2012-12-31	$8,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,750,756
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$25,807,870
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$23,057,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$19,021,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$16,420,765
Interest on participant loans	2012-12-31	$13,742
Interest earned on other investments	2012-12-31	$181,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$6,476,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$6,075,712
Net investment gain/loss from pooled separate accounts	2012-12-31	$2,376,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,736,203
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HARTMAN LEITO & BOLT, LLP
Accountancy firm EIN	2012-12-31	752407989
2011 : MHBT INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,701,509
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$861,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$857,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,940,369
Value of total assets at end of year	2011-12-31	$23,057,114
Value of total assets at beginning of year	2011-12-31	$22,217,166
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,822
Total interest from all sources	2011-12-31	$158,952
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,480,872
Participant contributions at end of year	2011-12-31	$325,086
Participant contributions at beginning of year	2011-12-31	$288,960
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$235,551
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$377,463
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$34,795
Other income not declared elsewhere	2011-12-31	$10,851
Administrative expenses (other) incurred	2011-12-31	$3,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$839,948
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$23,057,114
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$22,217,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$16,420,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$17,920,348
Interest on participant loans	2011-12-31	$14,286
Interest earned on other investments	2011-12-31	$144,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$6,075,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,630,395
Net investment gain/loss from pooled separate accounts	2011-12-31	$-408,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$424,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$857,739
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HARTMAN LEITO & BOLT, LLP
Accountancy firm EIN	2011-12-31	752407989
2010 : MHBT INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$4,321,076
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$459,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$456,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,897,038
Value of total assets at end of year	2010-12-31	$22,217,166
Value of total assets at beginning of year	2010-12-31	$18,355,407
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,452
Total interest from all sources	2010-12-31	$129,285
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,500,000
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	$1,454,095
Participant contributions at end of year	2010-12-31	$288,960
Participant contributions at beginning of year	2010-12-31	$210,726
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$377,463
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$290,378
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$67,943
Other income not declared elsewhere	2010-12-31	$53,715
Administrative expenses (other) incurred	2010-12-31	$2,452
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	$3,861,759
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$22,217,166
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$18,355,407
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	$17,920,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$14,434,321
Interest on participant loans	2010-12-31	$14,446
Interest earned on other investments	2010-12-31	$114,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,630,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$3,419,982
Net investment gain/loss from pooled separate accounts	2010-12-31	$2,241,038
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	$375,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$456,865
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HARTMAN LEITO & BOLT, LLP
Accountancy firm EIN	2010-12-31	752407989
2009 : MHBT INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MHBT INC. 401(K) PLAN

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

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Company Name:	MCQUEARY HENRY BOWLES TROY, L.L.P.
Employer identification number (EIN):	752673082
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1998-10-02
Company Identification Number:	601906127
Legal Registered Office Address:	711 CAPITOL WAY S STE 204 OLYMPIA United States of America (USA) 985011267