401k Plan data: H B & M INC PROFIT SHARING PLAN plan

H B & M INC PROFIT SHARING PLAN 401k Plan overview

Plan Name	H B & M INC PROFIT SHARING PLAN
Plan identification number	001

H B & M INC PROFIT SHARING 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.

401k Sponsoring company profile

HANSEN, BARNETT, & MAXWELL, P.C. has sponsored the creation of one or more 401k plans.

Company Name: HANSEN, BARNETT, & MAXWELL, P.C.

Employer identification number (EIN): 870281467

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H B & M INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 MARK ANDERSON ROBERT BOWEN 2015-10-15
001 2013-01-01 MARK ANDERSON ROBERT BOWEN 2014-10-15
001 2012-01-01 MARK ANDERSON ROBERT BOWEN 2013-10-15
001 2011-01-01 MARK ANDERSON ROBERT BOWEN 2012-10-12
001 2009-01-01 NEWELL K JOHNSON ROSS L YOUNGBERG 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	MARK ANDERSON	ROBERT BOWEN	2015-10-15
001	2013-01-01	MARK ANDERSON	ROBERT BOWEN	2014-10-15
001	2012-01-01	MARK ANDERSON	ROBERT BOWEN	2013-10-15
001	2011-01-01	MARK ANDERSON	ROBERT BOWEN	2012-10-12
001	2009-01-01	NEWELL K JOHNSON	ROSS L YOUNGBERG	2010-10-13

Plan Statistics for H B & M INC PROFIT SHARING PLAN

401k plan membership statisitcs for H B & M INC PROFIT SHARING PLAN

Measure Date Value
2014: H B & M INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
2013: H B & M INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 35
Number of other retired or separated participants entitled to future benefits 2013-01-01 15
Total of all active and inactive participants 2013-01-01 50
Total participants 2013-01-01 50
Number of participants with account balances 2013-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: H B & M INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 32
Number of other retired or separated participants entitled to future benefits 2012-01-01 18
Total of all active and inactive participants 2012-01-01 50
Total participants 2012-01-01 50
Number of participants with account balances 2012-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: H B & M INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 38
Number of other retired or separated participants entitled to future benefits 2011-01-01 15
Total of all active and inactive participants 2011-01-01 53
Total participants 2011-01-01 53
Number of participants with account balances 2011-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 11
2009: H B & M INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 50
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 62
Total participants 2009-01-01 62
Number of participants with account balances 2009-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2014: H B & M INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
2013: H B & M INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	35
Number of other retired or separated participants entitled to future benefits	2013-01-01	15
Total of all active and inactive participants	2013-01-01	50
Total participants	2013-01-01	50
Number of participants with account balances	2013-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: H B & M INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	32
Number of other retired or separated participants entitled to future benefits	2012-01-01	18
Total of all active and inactive participants	2012-01-01	50
Total participants	2012-01-01	50
Number of participants with account balances	2012-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: H B & M INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	38
Number of other retired or separated participants entitled to future benefits	2011-01-01	15
Total of all active and inactive participants	2011-01-01	53
Total participants	2011-01-01	53
Number of participants with account balances	2011-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	11
2009: H B & M INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	50
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	62
Total participants	2009-01-01	62
Number of participants with account balances	2009-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on H B & M INC PROFIT SHARING PLAN

Measure	Date	Value
2014 : H B & M INC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$5,551
Expenses. Total of all expenses incurred	2014-12-31	$2,987,685
Benefits paid (including direct rollovers)	2014-12-31	$2,987,685
Total plan assets at beginning of year	2014-12-31	$2,982,134
Other income received	2014-12-31	$5,551
Net income (gross income less expenses)	2014-12-31	$-2,982,134
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,982,134
2013 : H B & M INC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$579,139
Expenses. Total of all expenses incurred	2013-12-31	$1,477,580
Benefits paid (including direct rollovers)	2013-12-31	$1,426,386
Total plan assets at end of year	2013-12-31	$2,982,134
Total plan assets at beginning of year	2013-12-31	$3,880,575
Value of fidelity bond covering the plan	2013-12-31	$400,000
Total contributions received or receivable from participants	2013-12-31	$64,478
Other income received	2013-12-31	$514,661
Net income (gross income less expenses)	2013-12-31	$-898,441
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,982,134
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,880,575
Assets. Value of participant loans	2013-12-31	$59,444
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$51,194
2012 : H B & M INC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$750,675
Expenses. Total of all expenses incurred	2012-12-31	$491,725
Benefits paid (including direct rollovers)	2012-12-31	$491,725
Total plan assets at end of year	2012-12-31	$3,880,575
Total plan assets at beginning of year	2012-12-31	$3,621,625
Value of fidelity bond covering the plan	2012-12-31	$400,000
Total contributions received or receivable from participants	2012-12-31	$124,808
Other income received	2012-12-31	$425,867
Net income (gross income less expenses)	2012-12-31	$258,950
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,880,575
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,621,625
Assets. Value of participant loans	2012-12-31	$17,956
Total contributions received or receivable from employer(s)	2012-12-31	$200,000
2011 : H B & M INC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$195,941
Expenses. Total of all expenses incurred	2011-12-31	$312,448
Benefits paid (including direct rollovers)	2011-12-31	$312,448
Total plan assets at end of year	2011-12-31	$3,621,625
Total plan assets at beginning of year	2011-12-31	$3,738,132
Value of fidelity bond covering the plan	2011-12-31	$400,000
Total contributions received or receivable from participants	2011-12-31	$137,951
Other income received	2011-12-31	$-132,010
Net income (gross income less expenses)	2011-12-31	$-116,507
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,621,625
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,738,132
Assets. Value of participant loans	2011-12-31	$5,334
Total contributions received or receivable from employer(s)	2011-12-31	$190,000
2010 : H B & M INC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$737,533
Expenses. Total of all expenses incurred	2010-12-31	$374,241
Benefits paid (including direct rollovers)	2010-12-31	$374,241
Total plan assets at end of year	2010-12-31	$3,738,132
Total plan assets at beginning of year	2010-12-31	$3,374,840
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$195,023
Other income received	2010-12-31	$417,510
Net income (gross income less expenses)	2010-12-31	$363,292
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,738,132
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,374,840
Assets. Value of participant loans	2010-12-31	$7,299
Total contributions received or receivable from employer(s)	2010-12-31	$125,000

Form 5500 Responses for H B & M INC PROFIT SHARING PLAN

2014: H B & M INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: H B & M INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: H B & M INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: H B & M INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: H B & M INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HANSEN, BARNETT, & MAXWELL, P.C.
Employer identification number (EIN):	870281467
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants