401k Plan data: HARTMAN LEITO & BOLT, LLP 401(K) PLAN plan

HARTMAN LEITO & BOLT, LLP 401(K) PLAN 401k Plan overview

Plan Name	HARTMAN LEITO & BOLT, LLP 401(K) PLAN
Plan identification number	001

HARTMAN LEITO & BOLT, LLP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

HARTMAN, LEITO & BOLT, LLP has sponsored the creation of one or more 401k plans.

Company Name: HARTMAN, LEITO & BOLT, LLP

Employer identification number (EIN): 752407989

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARTMAN LEITO & BOLT, LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 ANN WHITE
001 2014-01-01 ANN WHITE
001 2013-01-01 ANN WHITE
001 2012-01-01 ANN WHITE ANN WHITE 2013-09-17
001 2011-01-01 ANN WHITE
001 2010-01-01 ANN WHITE
001 2009-01-01 ANN WHITE

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	ANN WHITE
001	2014-01-01	ANN WHITE
001	2013-01-01	ANN WHITE
001	2012-01-01	ANN WHITE	ANN WHITE	2013-09-17
001	2011-01-01	ANN WHITE
001	2010-01-01	ANN WHITE
001	2009-01-01	ANN WHITE

Plan Statistics for HARTMAN LEITO & BOLT, LLP 401(K) PLAN

401k plan membership statisitcs for HARTMAN LEITO & BOLT, LLP 401(K) PLAN

Measure Date Value
2015: HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Total of all active and inactive participants 2015-01-01 1
Total participants 2015-01-01 1
2014: HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 72
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 25
Total of all active and inactive participants 2013-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 97
Number of participants with account balances 2013-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 66
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 23
Total of all active and inactive participants 2012-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 89
Number of participants with account balances 2012-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 67
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 17
Total of all active and inactive participants 2011-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 84
Number of participants with account balances 2011-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2010: HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 79
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 15
Total of all active and inactive participants 2010-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 94
Number of participants with account balances 2010-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 74
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 18
Total of all active and inactive participants 2009-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 92
Number of participants with account balances 2009-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2015: HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Total of all active and inactive participants	2015-01-01	1
Total participants	2015-01-01	1
2014: HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	72
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	25
Total of all active and inactive participants	2013-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	97
Number of participants with account balances	2013-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	66
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	23
Total of all active and inactive participants	2012-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	89
Number of participants with account balances	2012-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	67
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	17
Total of all active and inactive participants	2011-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	84
Number of participants with account balances	2011-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2010: HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	79
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	15
Total of all active and inactive participants	2010-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	94
Number of participants with account balances	2010-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	74
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	18
Total of all active and inactive participants	2009-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	92
Number of participants with account balances	2009-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on HARTMAN LEITO & BOLT, LLP 401(K) PLAN

Measure	Date	Value
2015 : HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-23
Expenses. Total of all expenses incurred	2015-12-31	$2,700
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$7,808
Total plan assets at beginning of year	2015-12-31	$10,531
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-23
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-2,723
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$7,808
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$10,531
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,700
2014 : HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$440,347
Expenses. Total of all expenses incurred	2014-12-31	$5,678,197
Benefits paid (including direct rollovers)	2014-12-31	$5,675,147
Total plan assets at end of year	2014-12-31	$10,531
Total plan assets at beginning of year	2014-12-31	$5,248,381
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$182,999
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$3,827
Other income received	2014-12-31	$201,526
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-5,237,850
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$10,531
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,248,381
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$51,995
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,050
2013 : HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,346,345
Expenses. Total of all expenses incurred	2013-12-31	$143,358
Benefits paid (including direct rollovers)	2013-12-31	$142,783
Total plan assets at end of year	2013-12-31	$5,248,381
Total plan assets at beginning of year	2013-12-31	$4,045,394
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$385,090
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$828,819
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,202,987
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,248,381
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,045,394
Assets. Value of participant loans	2013-12-31	$64,950
Total contributions received or receivable from employer(s)	2013-12-31	$132,436
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$575
2012 : HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,048,759
Expenses. Total of all expenses incurred	2012-12-31	$139,934
Benefits paid (including direct rollovers)	2012-12-31	$139,434
Total plan assets at end of year	2012-12-31	$4,045,394
Total plan assets at beginning of year	2012-12-31	$3,136,569
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$376,994
Other income received	2012-12-31	$412,498
Net income (gross income less expenses)	2012-12-31	$908,825
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,045,394
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,136,569
Assets. Value of participant loans	2012-12-31	$96,750
Total contributions received or receivable from employer(s)	2012-12-31	$259,267
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-22,011
Expenses. Total of all expenses incurred	2011-12-31	$450,061
Benefits paid (including direct rollovers)	2011-12-31	$440,146
Total plan assets at end of year	2011-12-31	$3,136,569
Total plan assets at beginning of year	2011-12-31	$3,608,641
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$-32,553
Contributions received from other sources (not participants or employers)	2011-12-31	$15,518
Other income received	2011-12-31	$-118,450
Net income (gross income less expenses)	2011-12-31	$-472,072
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,136,569
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,608,641
Assets. Value of participant loans	2011-12-31	$96,867
Total contributions received or receivable from employer(s)	2011-12-31	$113,474
Value of corrective distributions	2011-12-31	$9,434
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$481
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,130,003
Expenses. Total of all expenses incurred	2010-12-31	$124,555
Benefits paid (including direct rollovers)	2010-12-31	$115,717
Total plan assets at end of year	2010-12-31	$3,608,641
Total plan assets at beginning of year	2010-12-31	$2,603,193
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$719,984
Contributions received from other sources (not participants or employers)	2010-12-31	$2,325
Other income received	2010-12-31	$407,694
Net income (gross income less expenses)	2010-12-31	$1,005,448
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,608,641
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,603,193
Assets. Value of participant loans	2010-12-31	$89,320
Value of certain deemed distributions of participant loans	2010-12-31	$2,642
Value of corrective distributions	2010-12-31	$5,471
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$725
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for HARTMAN LEITO & BOLT, LLP 401(K) PLAN

2015: HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HARTMAN LEITO & BOLT, LLP 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HARTMAN, LEITO & BOLT, LLP
Employer identification number (EIN):	752407989
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants