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GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameGISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN
Plan identification number 004

GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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)).
  • Life insurance

401k Sponsoring company profile

GISLASON & HUNTER LLP has sponsored the creation of one or more 401k plans.

Company Name:GISLASON & HUNTER LLP
Employer identification number (EIN):410832673
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01WAYNE SCHERTLER
0042016-01-01WAYNE SCHERTLER
0042015-01-01WAYNE SCHERTLER
0042014-01-01DUSTAN J. CROSS
0042013-01-01REBECCA JENNESS
0042012-01-01REBECCA JENNESS
0042011-01-01REBECCA JENNESS2012-07-19 REBECCA JENNESS2012-07-19
0042010-01-01REBECCA JENNESS2011-10-14 REBECCA JENNESS2011-10-14

Plan Statistics for GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01107
Total number of active participants reported on line 7a of the Form 55002022-01-0142
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0192
Number of participants with account balances2022-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01111
Total number of active participants reported on line 7a of the Form 55002021-01-0150
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0154
Total of all active and inactive participants2021-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01104
Number of participants with account balances2021-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01116
Total number of active participants reported on line 7a of the Form 55002020-01-0154
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0157
Total of all active and inactive participants2020-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01111
Number of participants with account balances2020-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01124
Total number of active participants reported on line 7a of the Form 55002019-01-0186
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01116
Number of participants with account balances2019-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01122
Total number of active participants reported on line 7a of the Form 55002018-01-01100
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01124
Number of participants with account balances2018-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01103
Total number of active participants reported on line 7a of the Form 55002017-01-0196
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01120
Number of participants with account balances2017-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01103
Total number of active participants reported on line 7a of the Form 55002016-01-0188
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01103
Number of participants with account balances2016-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01103
Total number of active participants reported on line 7a of the Form 55002015-01-0184
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01103
Number of participants with account balances2015-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01106
Total number of active participants reported on line 7a of the Form 55002014-01-0192
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01103
Number of participants with account balances2014-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0195
Total number of active participants reported on line 7a of the Form 55002013-01-0193
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01106
Number of participants with account balances2013-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01102
Total number of active participants reported on line 7a of the Form 55002012-01-0182
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0195
Number of participants with account balances2012-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,802,501
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$998,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$930,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$979,568
Value of total assets at end of year2022-12-31$14,339,378
Value of total assets at beginning of year2022-12-31$17,140,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$67,379
Total interest from all sources2022-12-31$2,692
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$383,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$383,834
Administrative expenses professional fees incurred2022-12-31$32,240
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$416,515
Participant contributions at end of year2022-12-31$30,526
Participant contributions at beginning of year2022-12-31$52,861
Participant contributions at end of year2022-12-31$46,724
Participant contributions at beginning of year2022-12-31$47,693
Assets. Other investments not covered elsewhere at end of year2022-12-31$4,476,972
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$5,477,215
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$188,376
Other income not declared elsewhere2022-12-31$-876,930
Administrative expenses (other) incurred2022-12-31$26
Total non interest bearing cash at end of year2022-12-31$516
Total non interest bearing cash at beginning of year2022-12-31$3,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,800,875
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,339,378
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,140,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$35,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,235,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,859,926
Interest on participant loans2022-12-31$2,692
Value of interest in common/collective trusts at end of year2022-12-31$321,814
Value of interest in common/collective trusts at beginning of year2022-12-31$318,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,297,787
Net investment gain or loss from common/collective trusts2022-12-31$6,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$374,677
Employer contributions (assets) at end of year2022-12-31$227,354
Employer contributions (assets) at beginning of year2022-12-31$381,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$930,995
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EIDE BAILLY LLP
Accountancy firm EIN2022-12-31450250958
2021 : GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$6,778
Total income from all sources (including contributions)2021-12-31$2,828,791
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,398,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,352,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$814,341
Value of total assets at end of year2021-12-31$17,140,253
Value of total assets at beginning of year2021-12-31$17,717,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$46,061
Total interest from all sources2021-12-31$4,378
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$369,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$369,213
Administrative expenses professional fees incurred2021-12-31$20,216
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$417,094
Participant contributions at end of year2021-12-31$52,861
Participant contributions at beginning of year2021-12-31$89,131
Participant contributions at end of year2021-12-31$47,693
Participant contributions at beginning of year2021-12-31$25,238
Assets. Other investments not covered elsewhere at end of year2021-12-31$5,477,215
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$5,679,833
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$6,778
Other income not declared elsewhere2021-12-31$650,141
Total non interest bearing cash at end of year2021-12-31$3,038
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-570,195
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,140,253
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,710,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$25,845
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,859,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,210,343
Interest on participant loans2021-12-31$4,378
Value of interest in common/collective trusts at end of year2021-12-31$318,503
Value of interest in common/collective trusts at beginning of year2021-12-31$712,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$983,246
Net investment gain or loss from common/collective trusts2021-12-31$7,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$397,247
Employer contributions (assets) at end of year2021-12-31$381,017
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,352,925
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EIDE BAILLY LLP
Accountancy firm EIN2021-12-31450250958
2020 : GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,778
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$2,485,671
Total loss/gain on sale of assets2020-12-31$-24,532
Total of all expenses incurred2020-12-31$9,397,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,335,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$583,808
Value of total assets at end of year2020-12-31$17,717,226
Value of total assets at beginning of year2020-12-31$24,621,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$61,955
Total interest from all sources2020-12-31$7,748
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$170,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$170,798
Administrative expenses professional fees incurred2020-12-31$32,673
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$578,992
Participant contributions at end of year2020-12-31$89,131
Participant contributions at beginning of year2020-12-31$103,496
Participant contributions at end of year2020-12-31$25,238
Participant contributions at beginning of year2020-12-31$23,888
Assets. Other investments not covered elsewhere at end of year2020-12-31$5,679,833
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$11,028,927
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,816
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$250
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$6,778
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$498,796
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$38
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-6,911,512
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,710,448
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,621,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$36,285
Investment advisory and management fees2020-12-31$29,282
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,210,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,564,611
Interest on participant loans2020-12-31$6,791
Interest earned on other investments2020-12-31$957
Value of interest in common/collective trusts at end of year2020-12-31$712,431
Value of interest in common/collective trusts at beginning of year2020-12-31$180,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,238,205
Net investment gain or loss from common/collective trusts2020-12-31$10,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$683,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,335,228
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$25,191
Aggregate carrying amount (costs) on sale of assets2020-12-31$49,723
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31EIDE BAILLY LLP
Accountancy firm EIN2020-12-31450250958
2019 : GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$5,907,009
Total income from all sources (including contributions)2019-12-31$5,907,009
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,361,651
Total of all expenses incurred2019-12-31$3,361,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,294,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,294,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,796,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,796,396
Value of total assets at end of year2019-12-31$24,621,960
Value of total assets at end of year2019-12-31$24,621,960
Value of total assets at beginning of year2019-12-31$22,076,602
Value of total assets at beginning of year2019-12-31$22,076,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$66,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$66,857
Total interest from all sources2019-12-31$11,073
Total interest from all sources2019-12-31$11,073
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$356,453
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$356,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$356,453
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$356,453
Administrative expenses professional fees incurred2019-12-31$30,510
Administrative expenses professional fees incurred2019-12-31$30,510
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$656,044
Contributions received from participants2019-12-31$656,044
Participant contributions at end of year2019-12-31$103,496
Participant contributions at end of year2019-12-31$103,496
Participant contributions at beginning of year2019-12-31$140,611
Participant contributions at beginning of year2019-12-31$140,611
Participant contributions at end of year2019-12-31$23,888
Participant contributions at end of year2019-12-31$23,888
Participant contributions at beginning of year2019-12-31$25,205
Participant contributions at beginning of year2019-12-31$25,205
Assets. Other investments not covered elsewhere at end of year2019-12-31$11,028,927
Assets. Other investments not covered elsewhere at end of year2019-12-31$11,028,927
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$10,413,203
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$10,413,203
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$416,283
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$416,283
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$659
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$659
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,843
Other income not declared elsewhere2019-12-31$1,959,177
Other income not declared elsewhere2019-12-31$1,959,177
Total non interest bearing cash at end of year2019-12-31$38
Total non interest bearing cash at end of year2019-12-31$38
Total non interest bearing cash at beginning of year2019-12-31$252
Total non interest bearing cash at beginning of year2019-12-31$252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,545,358
Value of net income/loss2019-12-31$2,545,358
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,621,960
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,621,960
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,076,602
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,076,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$36,285
Assets. partnership/joint venture interests at end of year2019-12-31$36,285
Assets. partnership/joint venture interests at beginning of year2019-12-31$39,948
Assets. partnership/joint venture interests at beginning of year2019-12-31$39,948
Investment advisory and management fees2019-12-31$36,347
Investment advisory and management fees2019-12-31$36,347
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,564,611
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,564,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,273,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,273,061
Interest on participant loans2019-12-31$7,518
Interest on participant loans2019-12-31$7,518
Interest earned on other investments2019-12-31$3,555
Interest earned on other investments2019-12-31$3,555
Value of interest in common/collective trusts at end of year2019-12-31$180,075
Value of interest in common/collective trusts at end of year2019-12-31$180,075
Value of interest in common/collective trusts at beginning of year2019-12-31$1,534,805
Value of interest in common/collective trusts at beginning of year2019-12-31$1,534,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,756,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,756,923
Net investment gain or loss from common/collective trusts2019-12-31$26,987
Net investment gain or loss from common/collective trusts2019-12-31$26,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$724,069
Contributions received in cash from employer2019-12-31$724,069
Employer contributions (assets) at end of year2019-12-31$683,981
Employer contributions (assets) at end of year2019-12-31$683,981
Employer contributions (assets) at beginning of year2019-12-31$644,674
Employer contributions (assets) at beginning of year2019-12-31$644,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,294,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,294,794
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EIDE BAILLY LLP
Accountancy firm name2019-12-31EIDE BAILLY LLP
Accountancy firm EIN2019-12-31450250958
Accountancy firm EIN2019-12-31450250958
2018 : GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-10,018
Total unrealized appreciation/depreciation of assets2018-12-31$-10,018
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$268,032
Total income from all sources (including contributions)2018-12-31$397,934
Total loss/gain on sale of assets2018-12-31$6,324
Total of all expenses incurred2018-12-31$954,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$887,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,324,162
Value of total assets at end of year2018-12-31$22,076,602
Value of total assets at beginning of year2018-12-31$22,901,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$66,707
Total interest from all sources2018-12-31$9,441
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$208,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$208,580
Administrative expenses professional fees incurred2018-12-31$37,162
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$667,055
Participant contributions at end of year2018-12-31$140,611
Participant contributions at beginning of year2018-12-31$121,611
Participant contributions at end of year2018-12-31$25,205
Participant contributions at beginning of year2018-12-31$27,183
Assets. Other investments not covered elsewhere at end of year2018-12-31$10,413,203
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$10,519,157
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,433
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,843
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$268,032
Other income not declared elsewhere2018-12-31$-395,057
Total non interest bearing cash at end of year2018-12-31$252
Total non interest bearing cash at beginning of year2018-12-31$244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-556,463
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,076,602
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,633,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$39,948
Assets. partnership/joint venture interests at beginning of year2018-12-31$48,065
Investment advisory and management fees2018-12-31$29,545
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,273,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,017,861
Interest on participant loans2018-12-31$6,875
Interest earned on other investments2018-12-31$2,566
Value of interest in common/collective trusts at end of year2018-12-31$1,534,805
Value of interest in common/collective trusts at beginning of year2018-12-31$1,510,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-776,066
Net investment gain or loss from common/collective trusts2018-12-31$30,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$654,674
Employer contributions (assets) at end of year2018-12-31$644,674
Employer contributions (assets) at beginning of year2018-12-31$652,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$887,690
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$17,560
Aggregate carrying amount (costs) on sale of assets2018-12-31$11,236
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EIDE BAILLY LLP
Accountancy firm EIN2018-12-31450250958
2017 : GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$4,103,916
Expenses. Total of all expenses incurred2017-12-31$747,369
Benefits paid (including direct rollovers)2017-12-31$686,531
Total plan assets at end of year2017-12-31$22,633,065
Total plan assets at beginning of year2017-12-31$19,276,518
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$618,762
Contributions received from other sources (not participants or employers)2017-12-31$38,748
Other income received2017-12-31$2,773,607
Net income (gross income less expenses)2017-12-31$3,356,547
Net plan assets at end of year (total assets less liabilities)2017-12-31$22,633,065
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$19,276,518
Assets. Value of participant loans2017-12-31$121,611
Assets. Value of assets in partnership/joint-venture interests2017-12-31$48,065
Total contributions received or receivable from employer(s)2017-12-31$672,799
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$60,838
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$2,367,245
Expenses. Total of all expenses incurred2016-12-31$5,924,921
Benefits paid (including direct rollovers)2016-12-31$5,846,641
Total plan assets at end of year2016-12-31$19,276,518
Total plan assets at beginning of year2016-12-31$22,834,194
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$585,554
Contributions received from other sources (not participants or employers)2016-12-31$11,302
Other income received2016-12-31$1,108,409
Net income (gross income less expenses)2016-12-31$-3,557,676
Net plan assets at end of year (total assets less liabilities)2016-12-31$19,276,518
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$22,834,194
Assets. Value of participant loans2016-12-31$132,597
Assets. Value of assets in partnership/joint-venture interests2016-12-31$49,867
Total contributions received or receivable from employer(s)2016-12-31$661,980
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$78,280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,051,986
Expenses. Total of all expenses incurred2015-12-31$918,766
Benefits paid (including direct rollovers)2015-12-31$844,517
Total plan assets at end of year2015-12-31$22,834,194
Total plan assets at beginning of year2015-12-31$22,700,974
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$579,339
Other income received2015-12-31$-207,077
Net income (gross income less expenses)2015-12-31$133,220
Net plan assets at end of year (total assets less liabilities)2015-12-31$22,834,194
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$22,700,974
Assets. Value of participant loans2015-12-31$100,280
Assets. Value of assets in partnership/joint-venture interests2015-12-31$58,431
Total contributions received or receivable from employer(s)2015-12-31$679,724
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$74,249
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$2,540,469
Expenses. Total of all expenses incurred2014-12-31$1,118,960
Benefits paid (including direct rollovers)2014-12-31$1,049,034
Total plan assets at end of year2014-12-31$22,700,974
Total plan assets at beginning of year2014-12-31$21,279,465
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$605,405
Contributions received from other sources (not participants or employers)2014-12-31$34,211
Other income received2014-12-31$1,272,890
Net income (gross income less expenses)2014-12-31$1,421,509
Net plan assets at end of year (total assets less liabilities)2014-12-31$22,700,974
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$21,279,465
Assets. Value of participant loans2014-12-31$91,428
Assets. Value of assets in partnership/joint-venture interests2014-12-31$65,138
Total contributions received or receivable from employer(s)2014-12-31$627,963
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$69,926
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$4,391,383
Expenses. Total of all expenses incurred2013-12-31$954,002
Benefits paid (including direct rollovers)2013-12-31$892,402
Total plan assets at end of year2013-12-31$21,279,465
Total plan assets at beginning of year2013-12-31$17,842,084
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$413,170
Contributions received from other sources (not participants or employers)2013-12-31$112,901
Other income received2013-12-31$2,851,062
Net income (gross income less expenses)2013-12-31$3,437,381
Net plan assets at end of year (total assets less liabilities)2013-12-31$21,279,465
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$17,842,084
Assets. Value of participant loans2013-12-31$102,580
Assets. Value of assets in partnership/joint-venture interests2013-12-31$35,436
Total contributions received or receivable from employer(s)2013-12-31$1,014,250
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$61,600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$2,850,072
Expenses. Total of all expenses incurred2012-12-31$640,797
Benefits paid (including direct rollovers)2012-12-31$622,582
Total plan assets at end of year2012-12-31$17,842,084
Total plan assets at beginning of year2012-12-31$15,632,809
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$571,847
Other income received2012-12-31$1,814,266
Net income (gross income less expenses)2012-12-31$2,209,275
Net plan assets at end of year (total assets less liabilities)2012-12-31$17,842,084
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$15,632,809
Assets. Value of participant loans2012-12-31$103,199
Assets. Value of assets in partnership/joint-venture interests2012-12-31$39,042
Total contributions received or receivable from employer(s)2012-12-31$463,959
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$18,215
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN

2022: GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number43051
Policy instance 1
Insurance contract or identification number43051
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number43051
Policy instance 1
Insurance contract or identification number43051
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,204
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number5714573
Policy instance 1
Insurance contract or identification number5714573
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $126
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees126
Additional information about fees paid to insurance brokerRENEWAL COMMISSION
Insurance broker organization code?3
Insurance broker nameJEFFREY BERG
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number43051
Policy instance 2
Insurance contract or identification number43051
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,204
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number5714573
Policy instance 1
Insurance contract or identification number5714573
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $126
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,293
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees126
Additional information about fees paid to insurance brokerRENEWAL COMMISSION
Insurance broker organization code?3
Insurance broker nameJEFFREY BERG
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number43051
Policy instance 2
Insurance contract or identification number43051
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,204
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number5714573
Policy instance 1
Insurance contract or identification number5714573
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $126
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,293
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees126
Additional information about fees paid to insurance brokerRENEWAL COMMISSION
Insurance broker organization code?3
Insurance broker nameJEFFREY BERG
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number43051
Policy instance 2
Insurance contract or identification number43051
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,204
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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