401k Plan data: HUNT & HENRIQUES 401(K) PLAN plan

HUNT & HENRIQUES 401(K) PLAN 401k Plan overview

Plan Name	HUNT & HENRIQUES 401(K) PLAN
Plan identification number	002

HUNT & HENRIQUES 401(K) PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HUNT & HENRIQUES has sponsored the creation of one or more 401k plans.

Company Name: HUNT & HENRIQUES

Employer identification number (EIN): 770051455

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUNT & HENRIQUES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 MICHAEL HUNT MICHAEL HUNT 2018-10-12
002 2016-01-01 MICHAEL S. HUNT MICHAEL S. HUNT 2017-10-16
002 2015-01-01 MICHAEL S. HUNT MICHAEL S. HUNT 2016-10-13
002 2014-01-01 MICHAEL S. HUNT MICHAEL S. HUNT 2015-10-15
002 2013-01-01 MICHAEL S. HUNT
002 2012-01-01 MICHAEL HUNT 2013-10-14
002 2011-01-01 MICHAEL HUNT 2012-02-07
002 2010-01-01 MICHAEL HUNT 2011-03-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	MICHAEL HUNT		MICHAEL HUNT	2018-10-12
002	2016-01-01	MICHAEL S. HUNT		MICHAEL S. HUNT	2017-10-16
002	2015-01-01	MICHAEL S. HUNT		MICHAEL S. HUNT	2016-10-13
002	2014-01-01	MICHAEL S. HUNT		MICHAEL S. HUNT	2015-10-15
002	2013-01-01	MICHAEL S. HUNT
002	2012-01-01	MICHAEL HUNT	2013-10-14
002	2011-01-01	MICHAEL HUNT	2012-02-07
002	2010-01-01	MICHAEL HUNT	2011-03-07

Plan Statistics for HUNT & HENRIQUES 401(K) PLAN

401k plan membership statisitcs for HUNT & HENRIQUES 401(K) PLAN

Measure Date Value
2022: HUNT & HENRIQUES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 69
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 59
Total of all active and inactive participants 2022-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 128
Number of participants with account balances 2022-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 22
2021: HUNT & HENRIQUES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 70
Number of retired or separated participants receiving benefits 2021-01-01 14
Number of other retired or separated participants entitled to future benefits 2021-01-01 46
Total of all active and inactive participants 2021-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 131
Number of participants with account balances 2021-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 16
2020: HUNT & HENRIQUES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 81
Number of retired or separated participants receiving benefits 2020-01-01 21
Number of other retired or separated participants entitled to future benefits 2020-01-01 35
Total of all active and inactive participants 2020-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 138
Number of participants with account balances 2020-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 24
2019: HUNT & HENRIQUES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 82
Number of retired or separated participants receiving benefits 2019-01-01 14
Number of other retired or separated participants entitled to future benefits 2019-01-01 28
Total of all active and inactive participants 2019-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 125
Number of participants with account balances 2019-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 16
2018: HUNT & HENRIQUES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 78
Number of retired or separated participants receiving benefits 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 38
Total of all active and inactive participants 2018-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 122
Number of participants with account balances 2018-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 15
2017: HUNT & HENRIQUES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 77
Number of retired or separated participants receiving benefits 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 30
Total of all active and inactive participants 2017-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 112
Number of participants with account balances 2017-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7
2016: HUNT & HENRIQUES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 65
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 27
Total of all active and inactive participants 2016-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 96
Number of participants with account balances 2016-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: HUNT & HENRIQUES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 67
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 40
Total of all active and inactive participants 2015-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 107
Number of participants with account balances 2015-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 25
2014: HUNT & HENRIQUES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 105
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 44
Total of all active and inactive participants 2014-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 149
Number of participants with account balances 2014-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 10
2013: HUNT & HENRIQUES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 102
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 14
Total of all active and inactive participants 2013-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 116
Number of participants with account balances 2013-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5

Measure	Date	Value
2022: HUNT & HENRIQUES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	69
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	59
Total of all active and inactive participants	2022-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	128
Number of participants with account balances	2022-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	22
2021: HUNT & HENRIQUES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	70
Number of retired or separated participants receiving benefits	2021-01-01	14
Number of other retired or separated participants entitled to future benefits	2021-01-01	46
Total of all active and inactive participants	2021-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	131
Number of participants with account balances	2021-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	16
2020: HUNT & HENRIQUES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	81
Number of retired or separated participants receiving benefits	2020-01-01	21
Number of other retired or separated participants entitled to future benefits	2020-01-01	35
Total of all active and inactive participants	2020-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	138
Number of participants with account balances	2020-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	24
2019: HUNT & HENRIQUES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	82
Number of retired or separated participants receiving benefits	2019-01-01	14
Number of other retired or separated participants entitled to future benefits	2019-01-01	28
Total of all active and inactive participants	2019-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	125
Number of participants with account balances	2019-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	16
2018: HUNT & HENRIQUES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	78
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	38
Total of all active and inactive participants	2018-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	122
Number of participants with account balances	2018-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	15
2017: HUNT & HENRIQUES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	77
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	30
Total of all active and inactive participants	2017-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	112
Number of participants with account balances	2017-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7
2016: HUNT & HENRIQUES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	65
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	27
Total of all active and inactive participants	2016-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	96
Number of participants with account balances	2016-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: HUNT & HENRIQUES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	67
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	40
Total of all active and inactive participants	2015-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	107
Number of participants with account balances	2015-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	25
2014: HUNT & HENRIQUES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	105
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	44
Total of all active and inactive participants	2014-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	149
Number of participants with account balances	2014-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	10
2013: HUNT & HENRIQUES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	102
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	14
Total of all active and inactive participants	2013-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	116
Number of participants with account balances	2013-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5

Financial Data on HUNT & HENRIQUES 401(K) PLAN

Measure	Date	Value
2022 : HUNT & HENRIQUES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-648,318
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,168,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,089,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$732,000
Value of total assets at end of year	2022-12-31	$12,264,710
Value of total assets at beginning of year	2022-12-31	$14,081,397
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$78,814
Total interest from all sources	2022-12-31	$1,017
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$412,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$412,155
Administrative expenses professional fees incurred	2022-12-31	$32,876
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$305,111
Participant contributions at end of year	2022-12-31	$20,180
Participant contributions at beginning of year	2022-12-31	$24,777
Participant contributions at end of year	2022-12-31	$126,000
Participant contributions at beginning of year	2022-12-31	$78,000
Administrative expenses (other) incurred	2022-12-31	$150
Total non interest bearing cash at end of year	2022-12-31	$11,628
Total non interest bearing cash at beginning of year	2022-12-31	$15,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,816,687
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,264,710
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$14,081,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$45,788
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,550,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$13,497,259
Interest on participant loans	2022-12-31	$1,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$258,022
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$275,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$275,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,793,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$426,889
Employer contributions (assets) at end of year	2022-12-31	$298,631
Employer contributions (assets) at beginning of year	2022-12-31	$189,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,089,555
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : HUNT & HENRIQUES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,713,876
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,207,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,120,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$660,963
Value of total assets at end of year	2021-12-31	$14,081,397
Value of total assets at beginning of year	2021-12-31	$13,575,138
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$87,516
Total interest from all sources	2021-12-31	$2,782
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$553,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$553,131
Administrative expenses professional fees incurred	2021-12-31	$34,741
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$313,645
Participant contributions at end of year	2021-12-31	$24,777
Participant contributions at beginning of year	2021-12-31	$32,767
Participant contributions at end of year	2021-12-31	$78,000
Participant contributions at beginning of year	2021-12-31	$91,218
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$1,251
Total non interest bearing cash at end of year	2021-12-31	$15,605
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$506,259
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$14,081,397
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$13,575,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$51,524
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$13,497,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,588,293
Interest on participant loans	2021-12-31	$1,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$275,883
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$693,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$693,384
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,497,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$347,318
Employer contributions (assets) at end of year	2021-12-31	$189,873
Employer contributions (assets) at beginning of year	2021-12-31	$169,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,120,101
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : HUNT & HENRIQUES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,741,314
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$494,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$420,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$757,432
Value of total assets at end of year	2020-12-31	$13,575,138
Value of total assets at beginning of year	2020-12-31	$12,328,791
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$74,687
Total interest from all sources	2020-12-31	$3,071
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$211,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$211,696
Administrative expenses professional fees incurred	2020-12-31	$25,374
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$387,897
Participant contributions at end of year	2020-12-31	$32,767
Participant contributions at beginning of year	2020-12-31	$54,809
Participant contributions at end of year	2020-12-31	$91,218
Participant contributions at beginning of year	2020-12-31	$8,605
Administrative expenses (other) incurred	2020-12-31	$5,840
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,246,347
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$13,575,138
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,328,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$43,473
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$12,588,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,856,188
Interest on participant loans	2020-12-31	$1,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$693,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$254,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$254,739
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$769,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$369,535
Employer contributions (assets) at end of year	2020-12-31	$169,476
Employer contributions (assets) at beginning of year	2020-12-31	$154,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$420,280
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : HUNT & HENRIQUES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,536,001
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$585,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$512,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$565,525
Value of total assets at end of year	2019-12-31	$12,328,791
Value of total assets at beginning of year	2019-12-31	$10,378,312
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$72,637
Total interest from all sources	2019-12-31	$6,132
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$341,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$341,970
Administrative expenses professional fees incurred	2019-12-31	$24,299
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$245,887
Participant contributions at end of year	2019-12-31	$54,809
Participant contributions at beginning of year	2019-12-31	$87,381
Participant contributions at end of year	2019-12-31	$8,605
Participant contributions at beginning of year	2019-12-31	$9,219
Administrative expenses (other) incurred	2019-12-31	$5,553
Total non interest bearing cash at end of year	2019-12-31	$363
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,950,479
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,328,791
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,378,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$42,785
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,856,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,897,131
Interest on participant loans	2019-12-31	$3,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$254,739
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$196,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$196,039
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$2,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,622,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$319,638
Employer contributions (assets) at end of year	2019-12-31	$154,087
Employer contributions (assets) at beginning of year	2019-12-31	$188,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$512,885
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : HUNT & HENRIQUES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,976,015
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$181,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$116,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,873,630
Value of total assets at end of year	2018-12-31	$10,378,312
Value of total assets at beginning of year	2018-12-31	$8,584,296
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$65,297
Total interest from all sources	2018-12-31	$3,847
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$352,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$352,786
Administrative expenses professional fees incurred	2018-12-31	$19,579
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$261,374
Participant contributions at end of year	2018-12-31	$87,381
Participant contributions at beginning of year	2018-12-31	$70,162
Participant contributions at end of year	2018-12-31	$9,219
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,284,137
Administrative expenses (other) incurred	2018-12-31	$5,117
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$19,907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,794,016
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,378,312
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,584,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$40,601
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,897,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,991,397
Interest on participant loans	2018-12-31	$2,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$196,039
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$211,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$211,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,254,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$328,119
Employer contributions (assets) at end of year	2018-12-31	$188,542
Employer contributions (assets) at beginning of year	2018-12-31	$291,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$116,702
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : HUNT & HENRIQUES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$24,044
Total income from all sources (including contributions)	2017-12-31	$1,657,204
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$729,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$675,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$672,903
Value of total assets at end of year	2017-12-31	$8,584,296
Value of total assets at beginning of year	2017-12-31	$7,680,909
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$54,032
Total interest from all sources	2017-12-31	$1,961
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$266,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$266,076
Administrative expenses professional fees incurred	2017-12-31	$15,930
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$236,953
Participant contributions at end of year	2017-12-31	$70,162
Participant contributions at beginning of year	2017-12-31	$49,973
Participant contributions at beginning of year	2017-12-31	$8,765
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$21,592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$24,044
Other income not declared elsewhere	2017-12-31	$75
Administrative expenses (other) incurred	2017-12-31	$3,849
Total non interest bearing cash at end of year	2017-12-31	$19,907
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$927,431
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,584,296
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,656,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$34,253
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,991,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,163,206
Interest on participant loans	2017-12-31	$1,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$211,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$169,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$169,874
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$716,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$414,358
Employer contributions (assets) at end of year	2017-12-31	$291,097
Employer contributions (assets) at beginning of year	2017-12-31	$289,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$675,741
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLENLLP
Accountancy firm EIN	2017-12-31	410746749
2016 : HUNT & HENRIQUES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$24,044
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,238,242
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$923,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$866,027
Value of total corrective distributions	2016-12-31	$6,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$498,951
Value of total assets at end of year	2016-12-31	$7,680,909
Value of total assets at beginning of year	2016-12-31	$7,341,838
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$51,157
Total interest from all sources	2016-12-31	$1,974
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$201,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$201,951
Administrative expenses professional fees incurred	2016-12-31	$7,654
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$209,860
Participant contributions at end of year	2016-12-31	$49,973
Participant contributions at beginning of year	2016-12-31	$65,927
Participant contributions at end of year	2016-12-31	$8,765
Participant contributions at beginning of year	2016-12-31	$7,527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$24,044
Other income not declared elsewhere	2016-12-31	$219
Administrative expenses (other) incurred	2016-12-31	$11,558
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$3,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$315,027
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,656,865
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,341,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$31,945
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$7,163,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$6,957,681
Interest on participant loans	2016-12-31	$1,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$169,874
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$170,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$170,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$39
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$535,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$289,091
Employer contributions (assets) at end of year	2016-12-31	$289,091
Employer contributions (assets) at beginning of year	2016-12-31	$137,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$866,027
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : HUNT & HENRIQUES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$414,191
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$357,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$292,769
Value of total corrective distributions	2015-12-31	$8,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$540,235
Value of total assets at end of year	2015-12-31	$7,341,838
Value of total assets at beginning of year	2015-12-31	$7,285,500
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$56,675
Total interest from all sources	2015-12-31	$2,966
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$214,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$214,818
Administrative expenses professional fees incurred	2015-12-31	$19,791
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$255,358
Participant contributions at end of year	2015-12-31	$65,927
Participant contributions at beginning of year	2015-12-31	$88,492
Participant contributions at end of year	2015-12-31	$7,527
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$147,790
Administrative expenses (other) incurred	2015-12-31	$3,646
Total non interest bearing cash at end of year	2015-12-31	$3,218
Total non interest bearing cash at beginning of year	2015-12-31	$9,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$56,338
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,341,838
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,285,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$33,238
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$6,957,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,073,402
Interest on participant loans	2015-12-31	$2,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$170,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$114,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$114,452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$55
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-343,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$137,087
Employer contributions (assets) at end of year	2015-12-31	$137,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$292,769
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GALLINA LLP
Accountancy firm EIN	2015-12-31	942147510
2014 : HUNT & HENRIQUES 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	$3,203,676
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$180,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$135,869
Value of total corrective distributions	2014-12-31	$110
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,007,178
Value of total assets at end of year	2014-12-31	$7,285,500
Value of total assets at beginning of year	2014-12-31	$4,261,929
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$44,126
Total interest from all sources	2014-12-31	$1,954
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$166,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$166,021
Administrative expenses professional fees incurred	2014-12-31	$44,126
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$290,680
Participant contributions at end of year	2014-12-31	$88,492
Participant contributions at beginning of year	2014-12-31	$52,337
Participant contributions at beginning of year	2014-12-31	$3,006
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$2,542,511
Total non interest bearing cash at end of year	2014-12-31	$9,154
Total non interest bearing cash at beginning of year	2014-12-31	$5,595
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	$3,023,571
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,285,500
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,261,929
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	$7,073,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,782,966
Interest on participant loans	2014-12-31	$1,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$114,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$38,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$38,787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$28,523
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	$173,987
Employer contributions (assets) at beginning of year	2014-12-31	$379,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$135,869
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	GALLINA LLP
Accountancy firm EIN	2014-12-31	942147510
2013 : HUNT & HENRIQUES 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	$1,637,748
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$472,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$420,068
Value of total corrective distributions	2013-12-31	$20,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,034,763
Value of total assets at end of year	2013-12-31	$4,261,929
Value of total assets at beginning of year	2013-12-31	$3,096,287
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$31,138
Total interest from all sources	2013-12-31	$1,661
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$90,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$90,970
Administrative expenses professional fees incurred	2013-12-31	$13,076
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$292,683
Participant contributions at end of year	2013-12-31	$52,337
Participant contributions at beginning of year	2013-12-31	$38,184
Participant contributions at end of year	2013-12-31	$3,006
Total non interest bearing cash at end of year	2013-12-31	$5,595
Total non interest bearing cash at beginning of year	2013-12-31	$18,769
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	$1,165,642
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,261,929
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,096,287
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
Investment advisory and management fees	2013-12-31	$18,062
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,782,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,024,964
Interest on participant loans	2013-12-31	$1,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$38,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$14,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$14,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$510,354
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	$742,080
Employer contributions (assets) at end of year	2013-12-31	$379,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$420,068
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
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	GALLINA LLP
Accountancy firm EIN	2013-12-31	942147510

Form 5500 Responses for HUNT & HENRIQUES 401(K) PLAN

2022: HUNT & HENRIQUES 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HUNT & HENRIQUES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HUNT & HENRIQUES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HUNT & HENRIQUES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HUNT & HENRIQUES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HUNT & HENRIQUES 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HUNT & HENRIQUES 401(K) 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HUNT & HENRIQUES 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	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: HUNT & HENRIQUES 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HUNT & HENRIQUES 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HUNT & HENRIQUES
Employer identification number (EIN):	770051455
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers