401k Plan data: PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN plan

PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN
Plan identification number	001

PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PETE & STEVE CONTRACTORS & ENGINEERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: PETE & STEVE CONTRACTORS & ENGINEERS, INC.

Employer identification number (EIN): 061087931

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-03-01 PETER M. WORHUNSKY 2016-06-29
001 2014-03-01 PETER M. WORHUNSKY
001 2013-03-01 SEAN W. THOMAS, ERPA
001 2012-03-01 STEPHEN WORHUNSKY
001 2011-03-01 STEPHEN WORHUNSKY
001 2009-03-01 STEPHEN WORHUNSKY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2015-03-01	PETER M. WORHUNSKY	2016-06-29
001	2014-03-01	PETER M. WORHUNSKY
001	2013-03-01	SEAN W. THOMAS, ERPA
001	2012-03-01	STEPHEN WORHUNSKY
001	2011-03-01	STEPHEN WORHUNSKY
001	2009-03-01	STEPHEN WORHUNSKY

Plan Statistics for PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN

Measure Date Value
2014: PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-03-01 51
Total number of active participants reported on line 7a of the Form 5500 2014-03-01 40
Number of retired or separated participants receiving benefits 2014-03-01 0
Number of other retired or separated participants entitled to future benefits 2014-03-01 10
Total of all active and inactive participants 2014-03-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-03-01 0
Total participants 2014-03-01 50
Number of participants with account balances 2014-03-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-03-01 0
2013: PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-03-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-03-01 46
Number of retired or separated participants receiving benefits 2013-03-01 0
Number of other retired or separated participants entitled to future benefits 2013-03-01 5
Total of all active and inactive participants 2013-03-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-03-01 0
Total participants 2013-03-01 51
Number of participants with account balances 2013-03-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-03-01 0
2012: PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-03-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-03-01 5
Number of retired or separated participants receiving benefits 2012-03-01 0
Number of other retired or separated participants entitled to future benefits 2012-03-01 8
Total of all active and inactive participants 2012-03-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-03-01 0
Total participants 2012-03-01 13
Number of participants with account balances 2012-03-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-03-01 0
2011: PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-03-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-03-01 8
Number of retired or separated participants receiving benefits 2011-03-01 0
Number of other retired or separated participants entitled to future benefits 2011-03-01 5
Total of all active and inactive participants 2011-03-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-03-01 0
Total participants 2011-03-01 13
Number of participants with account balances 2011-03-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-03-01 0
2009: PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-03-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-03-01 9
Number of retired or separated participants receiving benefits 2009-03-01 0
Number of other retired or separated participants entitled to future benefits 2009-03-01 6
Total of all active and inactive participants 2009-03-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-03-01 2
Total participants 2009-03-01 17
Number of participants with account balances 2009-03-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-03-01 0

Measure	Date	Value
2014: PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-03-01	51
Total number of active participants reported on line 7a of the Form 5500	2014-03-01	40
Number of retired or separated participants receiving benefits	2014-03-01	0
Number of other retired or separated participants entitled to future benefits	2014-03-01	10
Total of all active and inactive participants	2014-03-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-03-01	0
Total participants	2014-03-01	50
Number of participants with account balances	2014-03-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-03-01	0
2013: PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-03-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-03-01	46
Number of retired or separated participants receiving benefits	2013-03-01	0
Number of other retired or separated participants entitled to future benefits	2013-03-01	5
Total of all active and inactive participants	2013-03-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-03-01	0
Total participants	2013-03-01	51
Number of participants with account balances	2013-03-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-03-01	0
2012: PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-03-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-03-01	5
Number of retired or separated participants receiving benefits	2012-03-01	0
Number of other retired or separated participants entitled to future benefits	2012-03-01	8
Total of all active and inactive participants	2012-03-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-03-01	0
Total participants	2012-03-01	13
Number of participants with account balances	2012-03-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-03-01	0
2011: PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-03-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-03-01	8
Number of retired or separated participants receiving benefits	2011-03-01	0
Number of other retired or separated participants entitled to future benefits	2011-03-01	5
Total of all active and inactive participants	2011-03-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-03-01	0
Total participants	2011-03-01	13
Number of participants with account balances	2011-03-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-03-01	0
2009: PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-03-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-03-01	9
Number of retired or separated participants receiving benefits	2009-03-01	0
Number of other retired or separated participants entitled to future benefits	2009-03-01	6
Total of all active and inactive participants	2009-03-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-03-01	2
Total participants	2009-03-01	17
Number of participants with account balances	2009-03-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-03-01	0

Financial Data on PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN

Measure	Date	Value
2015 : PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-02-28	$0
Total plan liabilities at end of year	2015-02-28	$0
Total plan liabilities at beginning of year	2015-02-28	$0
Total income from all sources	2015-02-28	$160,745
Expenses. Total of all expenses incurred	2015-02-28	$283,018
Benefits paid (including direct rollovers)	2015-02-28	$282,970
Total plan assets at end of year	2015-02-28	$1,939,095
Total plan assets at beginning of year	2015-02-28	$2,061,368
Value of fidelity bond covering the plan	2015-02-28	$150,000
Total contributions received or receivable from participants	2015-02-28	$842
Expenses. Other expenses not covered elsewhere	2015-02-28	$0
Contributions received from other sources (not participants or employers)	2015-02-28	$0
Other income received	2015-02-28	$118,854
Noncash contributions received	2015-02-28	$0
Net income (gross income less expenses)	2015-02-28	$-122,273
Net plan assets at end of year (total assets less liabilities)	2015-02-28	$1,939,095
Net plan assets at beginning of year (total assets less liabilities)	2015-02-28	$2,061,368
Assets. Value of participant loans	2015-02-28	$29,553
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-02-28	$298
Total contributions received or receivable from employer(s)	2015-02-28	$41,049
Value of certain deemed distributions of participant loans	2015-02-28	$0
Value of corrective distributions	2015-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-02-28	$48
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-02-28	$0
2014 : PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-02-28	$0
Total plan liabilities at end of year	2014-02-28	$0
Total plan liabilities at beginning of year	2014-02-28	$0
Total income from all sources	2014-02-28	$416,069
Expenses. Total of all expenses incurred	2014-02-28	$463,098
Benefits paid (including direct rollovers)	2014-02-28	$463,026
Total plan assets at end of year	2014-02-28	$2,061,368
Total plan assets at beginning of year	2014-02-28	$2,108,397
Value of fidelity bond covering the plan	2014-02-28	$150,000
Total contributions received or receivable from participants	2014-02-28	$5,536
Expenses. Other expenses not covered elsewhere	2014-02-28	$0
Contributions received from other sources (not participants or employers)	2014-02-28	$0
Other income received	2014-02-28	$369,367
Noncash contributions received	2014-02-28	$0
Net income (gross income less expenses)	2014-02-28	$-47,029
Net plan assets at end of year (total assets less liabilities)	2014-02-28	$2,061,368
Net plan assets at beginning of year (total assets less liabilities)	2014-02-28	$2,108,397
Assets. Value of participant loans	2014-02-28	$54,303
Total contributions received or receivable from employer(s)	2014-02-28	$41,166
Value of certain deemed distributions of participant loans	2014-02-28	$0
Value of corrective distributions	2014-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-02-28	$72
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-02-28	$0
2013 : PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-02-28	$0
Total plan liabilities at end of year	2013-02-28	$0
Total plan liabilities at beginning of year	2013-02-28	$0
Total income from all sources	2013-02-28	$220,328
Expenses. Total of all expenses incurred	2013-02-28	$400,094
Benefits paid (including direct rollovers)	2013-02-28	$400,000
Total plan assets at end of year	2013-02-28	$2,108,397
Total plan assets at beginning of year	2013-02-28	$2,288,163
Value of fidelity bond covering the plan	2013-02-28	$250,000
Total contributions received or receivable from participants	2013-02-28	$16,099
Expenses. Other expenses not covered elsewhere	2013-02-28	$0
Contributions received from other sources (not participants or employers)	2013-02-28	$0
Other income received	2013-02-28	$184,614
Noncash contributions received	2013-02-28	$0
Net income (gross income less expenses)	2013-02-28	$-179,766
Net plan assets at end of year (total assets less liabilities)	2013-02-28	$2,108,397
Net plan assets at beginning of year (total assets less liabilities)	2013-02-28	$2,288,163
Assets. Value of participant loans	2013-02-28	$89,968
Total contributions received or receivable from employer(s)	2013-02-28	$19,615
Value of certain deemed distributions of participant loans	2013-02-28	$0
Value of corrective distributions	2013-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-02-28	$94
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-02-28	$0
2012 : PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-02-29	$0
Total plan liabilities at end of year	2012-02-29	$0
Total plan liabilities at beginning of year	2012-02-29	$0
Total income from all sources	2012-02-29	$132,860
Expenses. Total of all expenses incurred	2012-02-29	$3,282
Benefits paid (including direct rollovers)	2012-02-29	$209
Total plan assets at end of year	2012-02-29	$2,288,163
Total plan assets at beginning of year	2012-02-29	$2,158,585
Value of fidelity bond covering the plan	2012-02-29	$150,000
Total contributions received or receivable from participants	2012-02-29	$27,022
Expenses. Other expenses not covered elsewhere	2012-02-29	$0
Contributions received from other sources (not participants or employers)	2012-02-29	$0
Other income received	2012-02-29	$36,911
Noncash contributions received	2012-02-29	$0
Net income (gross income less expenses)	2012-02-29	$129,578
Net plan assets at end of year (total assets less liabilities)	2012-02-29	$2,288,163
Net plan assets at beginning of year (total assets less liabilities)	2012-02-29	$2,158,585
Assets. Value of participant loans	2012-02-29	$78,210
Total contributions received or receivable from employer(s)	2012-02-29	$68,927
Value of certain deemed distributions of participant loans	2012-02-29	$0
Value of corrective distributions	2012-02-29	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-02-29	$3,073
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-02-29	$0
2011 : PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-02-28	$0
Total plan liabilities at end of year	2011-02-28	$0
Total plan liabilities at beginning of year	2011-02-28	$0
Total income from all sources	2011-02-28	$421,511
Expenses. Total of all expenses incurred	2011-02-28	$41,749
Benefits paid (including direct rollovers)	2011-02-28	$41,749
Total plan assets at end of year	2011-02-28	$2,158,585
Total plan assets at beginning of year	2011-02-28	$1,778,823
Value of fidelity bond covering the plan	2011-02-28	$150,000
Total contributions received or receivable from participants	2011-02-28	$23,729
Expenses. Other expenses not covered elsewhere	2011-02-28	$0
Contributions received from other sources (not participants or employers)	2011-02-28	$0
Other income received	2011-02-28	$330,645
Noncash contributions received	2011-02-28	$0
Net income (gross income less expenses)	2011-02-28	$379,762
Net plan assets at end of year (total assets less liabilities)	2011-02-28	$2,158,585
Net plan assets at beginning of year (total assets less liabilities)	2011-02-28	$1,778,823
Assets. Value of participant loans	2011-02-28	$98,747
Total contributions received or receivable from employer(s)	2011-02-28	$67,137
Value of certain deemed distributions of participant loans	2011-02-28	$0
Value of corrective distributions	2011-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-02-28	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-02-28	$0
2010 : PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-02-28	$0

Form 5500 Responses for PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN

2014: PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-03-01	Type of plan entity	Single employer plan
2014-03-01	Plan funding arrangement – Insurance	Yes
2014-03-01	Plan funding arrangement – Trust	Yes
2014-03-01	Plan benefit arrangement – Insurance	Yes
2014-03-01	Plan benefit arrangement - Trust	Yes
2013: PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-03-01	Type of plan entity	Single employer plan
2013-03-01	Plan funding arrangement – Insurance	Yes
2013-03-01	Plan funding arrangement – Trust	Yes
2013-03-01	Plan benefit arrangement – Insurance	Yes
2013-03-01	Plan benefit arrangement - Trust	Yes
2012: PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-03-01	Type of plan entity	Single employer plan
2012-03-01	Plan funding arrangement – Insurance	Yes
2012-03-01	Plan funding arrangement – Trust	Yes
2012-03-01	Plan benefit arrangement – Insurance	Yes
2012-03-01	Plan benefit arrangement - Trust	Yes
2011: PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-03-01	Type of plan entity	Single employer plan
2011-03-01	Plan funding arrangement – Insurance	Yes
2011-03-01	Plan funding arrangement – Trust	Yes
2011-03-01	Plan benefit arrangement – Insurance	Yes
2011-03-01	Plan benefit arrangement - Trust	Yes
2009: PETE AND STEVE CONTRACTORS & ENGINEERS, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-03-01	Type of plan entity	Single employer plan
2009-03-01	Plan funding arrangement – Insurance	Yes
2009-03-01	Plan funding arrangement – Trust	Yes
2009-03-01	Plan benefit arrangement – Insurance	Yes
2009-03-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PETE & STEVE CONTRACTORS & ENGINEERS, INC.
Employer identification number (EIN):	061087931
NAIC Classification:	236200