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DAVID, HICKS & LAMPERT BROKERAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameDAVID, HICKS & LAMPERT BROKERAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

DAVID, HICKS & LAMPERT BROKERAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DAVID, HICKS & LAMPERT BROKERAGE, LLC has sponsored the creation of one or more 401k plans.

Company Name:DAVID, HICKS & LAMPERT BROKERAGE, LLC
Employer identification number (EIN):260971696
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Additional information about DAVID, HICKS & LAMPERT BROKERAGE, LLC

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2007-07-18
Company Identification Number: 20071331294
Legal Registered Office Address: 5750 Dtc Pkwy Ste 200

Greenwood Village
United States of America (USA)
80111

More information about DAVID, HICKS & LAMPERT BROKERAGE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID, HICKS & LAMPERT BROKERAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROXANNE GUIDICHESSI2024-10-15
0012022-01-01
0012021-01-01ROXANNE GUIDICHESSI2022-09-20
0012020-01-01
0012019-01-01
0012018-01-01SARAH SPARKS2019-10-14
0012017-01-01
0012016-01-01PHILIP HICKS2017-10-11
0012015-01-01PHILIP HICKS2016-09-29
0012014-01-01PHILIP HICKS2015-10-15
0012013-01-01ALLEN LAMPERT2014-10-15
0012012-01-01ALLEN LAMPERT2013-10-15
0012011-01-01ALLEN LAMPERT2012-09-28
0012010-01-01ALLEN LAMPERT2011-07-19

Financial Data on DAVID, HICKS & LAMPERT BROKERAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : DAVID, HICKS & LAMPERT BROKERAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-070
Total liabilities as of the end of the plan year2025-08-070
Total liabilities as of the beginning of the plan year2025-08-070
Total expenses incurred by plan in this plan year2025-08-0712105
Net assets as of the end of the plan year2025-08-071879538
Total assets as of the beginning of the plan year2025-08-071684902
Participant contributions to plan in this plan year2025-08-0738035
Other expenses paid from plan in this plan year2025-08-070
Other contributions to plan in this plan year2025-08-070
Other income to plan in this plan year2025-08-07151691
Plan net income in this plan year2025-08-07194636
Net assets as of the end of the plan year2025-08-071879538
Net assets as of the beginning of the plan year2025-08-071684902
Employer contributions to plan in this plan year2025-08-0717015
Fees paid to broker by Benefit Provider2025-08-079924
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-07165
2024 : DAVID, HICKS & LAMPERT BROKERAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-150
Net assets as of the end of the plan year2024-10-151684902
Total assets as of the beginning of the plan year2024-10-151473408
Participant contributions to plan in this plan year2024-10-157934
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-15197226
Plan net income in this plan year2024-10-15211494
Net assets as of the end of the plan year2024-10-151684902
Net assets as of the beginning of the plan year2024-10-151473408
Employer contributions to plan in this plan year2024-10-156334
Fees paid to broker by Benefit Provider2024-10-158511
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-150
2008 : DAVID, HICKS & LAMPERT BROKERAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2008 401k financial data
Total income from all sources2008-12-31$-48,993
Expenses. Total of all expenses incurred2008-12-31$11,288
Benefits paid (including direct rollovers)2008-12-31$10,993
Total plan assets at end of year2008-12-31$286,134
Total plan assets at beginning of year2008-12-31$346,415
Total contributions received or receivable from participants2008-12-31$35,775
Expenses. Other expenses not covered elsewhere2008-12-31$295
Other income received2008-12-31$-130,914
Net income (gross income less expenses)2008-12-31$-60,281
Net plan assets at end of year (total assets less liabilities)2008-12-31$286,134
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$346,415
Total contributions received or receivable from employer(s)2008-12-31$46,146

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHT154
Policy instance 1

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