401k Plan data: EMPLOYEE BENEFIT PLAN OF SBLM PC plan

EMPLOYEE BENEFIT PLAN OF SBLM PC 401k Plan overview

Plan Name	EMPLOYEE BENEFIT PLAN OF SBLM PC
Plan identification number	001

EMPLOYEE BENEFIT PLAN OF SBLM PC 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SBLM ARCHITECTS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: SBLM ARCHITECTS, P.C.

Employer identification number (EIN): 133723374

NAIC Classification: 541310
NAIC Description: Architectural Services

Additional information about SBLM ARCHITECTS, P.C.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1993-06-17

Company Identification Number: 1735478

Legal Registered Office Address: 545 WEST 45TH STREET
4TH FLOOR
NEW YORK
United States of America (USA)
10036

More information about SBLM ARCHITECTS, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF SBLM PC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 FRANCOIS DEPARDON 2020-07-08
001 2018-01-01 FRANCOIS DEPARDON 2019-06-17
001 2018-01-01
001 2017-01-01 FRANCOIS DEPARDON
001 2017-01-01 FRANCOIS DEPARDON 2018-04-23
001 2016-01-01 FRANCOIS DEPARDON 2017-05-31 FRANCOIS DEPARDON 2017-05-31
001 2015-01-01 FRANCOIS DEPARDON 2016-07-20 FRANCOIS DEPARDON 2016-07-20
001 2014-01-01 AMELA DJOKOVIC 2015-06-12
001 2013-01-01 LORA JONES 2014-07-18
001 2012-01-01 SILVIA VEGA 2015-09-08
001 2011-01-01 JOSHUA BURDICK 2012-06-22
001 2010-01-01 JOSHUA BURDICK 2011-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	FRANCOIS DEPARDON	2020-07-08
001	2018-01-01	FRANCOIS DEPARDON	2019-06-17
001	2018-01-01
001	2017-01-01	FRANCOIS DEPARDON
001	2017-01-01	FRANCOIS DEPARDON	2018-04-23
001	2016-01-01	FRANCOIS DEPARDON	2017-05-31	FRANCOIS DEPARDON	2017-05-31
001	2015-01-01	FRANCOIS DEPARDON	2016-07-20	FRANCOIS DEPARDON	2016-07-20
001	2014-01-01	AMELA DJOKOVIC	2015-06-12
001	2013-01-01	LORA JONES	2014-07-18
001	2012-01-01	SILVIA VEGA	2015-09-08
001	2011-01-01	JOSHUA BURDICK	2012-06-22
001	2010-01-01	JOSHUA BURDICK	2011-07-20

Plan Statistics for EMPLOYEE BENEFIT PLAN OF SBLM PC

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF SBLM PC

Measure Date Value
2022: EMPLOYEE BENEFIT PLAN OF SBLM PC 2022 401k membership
Total participants, beginning-of-year 2022-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 86
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 22
Total of all active and inactive participants 2022-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 108
Number of participants with account balances 2022-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: EMPLOYEE BENEFIT PLAN OF SBLM PC 2021 401k membership
Total participants, beginning-of-year 2021-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 73
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 19
Total of all active and inactive participants 2021-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 92
Number of participants with account balances 2021-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: EMPLOYEE BENEFIT PLAN OF SBLM PC 2020 401k membership
Total participants, beginning-of-year 2020-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 74
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 28
Total of all active and inactive participants 2020-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 102
Number of participants with account balances 2020-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2018: EMPLOYEE BENEFIT PLAN OF SBLM PC 2018 401k membership
Total participants, beginning-of-year 2018-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 87
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 27
Total of all active and inactive participants 2018-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 114
Number of participants with account balances 2018-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11
2017: EMPLOYEE BENEFIT PLAN OF SBLM PC 2017 401k membership
Total participants, beginning-of-year 2017-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 92
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 21
Total of all active and inactive participants 2017-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 113
Number of participants with account balances 2017-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6

Measure	Date	Value
2022: EMPLOYEE BENEFIT PLAN OF SBLM PC 2022 401k membership
Total participants, beginning-of-year	2022-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	86
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	22
Total of all active and inactive participants	2022-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	108
Number of participants with account balances	2022-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: EMPLOYEE BENEFIT PLAN OF SBLM PC 2021 401k membership
Total participants, beginning-of-year	2021-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	73
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	19
Total of all active and inactive participants	2021-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	92
Number of participants with account balances	2021-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: EMPLOYEE BENEFIT PLAN OF SBLM PC 2020 401k membership
Total participants, beginning-of-year	2020-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	74
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	28
Total of all active and inactive participants	2020-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	102
Number of participants with account balances	2020-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2018: EMPLOYEE BENEFIT PLAN OF SBLM PC 2018 401k membership
Total participants, beginning-of-year	2018-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	87
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	27
Total of all active and inactive participants	2018-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	114
Number of participants with account balances	2018-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11
2017: EMPLOYEE BENEFIT PLAN OF SBLM PC 2017 401k membership
Total participants, beginning-of-year	2017-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	92
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	21
Total of all active and inactive participants	2017-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	113
Number of participants with account balances	2017-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6

Financial Data on EMPLOYEE BENEFIT PLAN OF SBLM PC

Measure	Date	Value
2022 : EMPLOYEE BENEFIT PLAN OF SBLM PC 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,360,257
Expenses. Total of all expenses incurred	2022-12-31	$836,967
Benefits paid (including direct rollovers)	2022-12-31	$796,124
Total plan assets at end of year	2022-12-31	$7,717,565
Total plan assets at beginning of year	2022-12-31	$9,914,789
Value of fidelity bond covering the plan	2022-12-31	$5,500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$405,695
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,845,055
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-2,197,224
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$7,717,565
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$9,914,789
Assets. Value of participant loans	2022-12-31	$73,359
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$79,103
Value of certain deemed distributions of participant loans	2022-12-31	$2,088
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$38,755
2021 : EMPLOYEE BENEFIT PLAN OF SBLM PC 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,714,463
Expenses. Total of all expenses incurred	2021-12-31	$2,102,290
Benefits paid (including direct rollovers)	2021-12-31	$2,024,175
Total plan assets at end of year	2021-12-31	$9,914,789
Total plan assets at beginning of year	2021-12-31	$10,302,616
Value of fidelity bond covering the plan	2021-12-31	$5,500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$413,725
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$3,347
Other income received	2021-12-31	$1,215,486
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-387,827
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$9,914,789
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$10,302,616
Assets. Value of participant loans	2021-12-31	$52,005
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$81,905
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$35,781
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$42,334
2020 : EMPLOYEE BENEFIT PLAN OF SBLM PC 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,974,862
Expenses. Total of all expenses incurred	2020-12-31	$1,091,289
Benefits paid (including direct rollovers)	2020-12-31	$1,089,899
Total plan assets at end of year	2020-12-31	$10,302,616
Total plan assets at beginning of year	2020-12-31	$9,419,043
Value of fidelity bond covering the plan	2020-12-31	$5,500,000
Total contributions received or receivable from participants	2020-12-31	$430,371
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,463,311
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$883,573
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$10,302,616
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$9,419,043
Assets. Value of participant loans	2020-12-31	$83,084
Total contributions received or receivable from employer(s)	2020-12-31	$81,180
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,390
2018 : EMPLOYEE BENEFIT PLAN OF SBLM PC 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
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	$0
Total income from all sources (including contributions)	2018-12-31	$388,772
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$235,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$229,628
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$881,545
Value of total assets at end of year	2018-12-31	$7,521,103
Value of total assets at beginning of year	2018-12-31	$7,367,711
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$5,752
Total interest from all sources	2018-12-31	$7,243
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	No
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$395,657
Participant contributions at end of year	2018-12-31	$40,133
Participant contributions at beginning of year	2018-12-31	$95,449
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$400,282
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$5,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$153,392
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,521,103
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,367,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,094,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,867,416
Interest on participant loans	2018-12-31	$3,263
Interest earned on other investments	2018-12-31	$3,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$386,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$404,846
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$-500,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$85,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$229,628
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
2017 : EMPLOYEE BENEFIT PLAN OF SBLM PC 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,449,807
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$152,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$105,400
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$506,677
Value of total assets at end of year	2017-12-31	$7,367,711
Value of total assets at beginning of year	2017-12-31	$6,070,634
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$47,330
Total interest from all sources	2017-12-31	$7,916
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$406,893
Participant contributions at end of year	2017-12-31	$95,449
Participant contributions at beginning of year	2017-12-31	$122,949
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$75
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$47,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,297,077
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,367,711
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,070,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,867,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,753,309
Interest on participant loans	2017-12-31	$4,288
Interest earned on other investments	2017-12-31	$3,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$404,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$194,376
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from pooled separate accounts	2017-12-31	$935,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$99,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$105,400
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF SBLM PC

2022: EMPLOYEE BENEFIT PLAN OF SBLM PC 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EMPLOYEE BENEFIT PLAN OF SBLM PC 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EMPLOYEE BENEFIT PLAN OF SBLM PC 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2018: EMPLOYEE BENEFIT PLAN OF SBLM PC 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: EMPLOYEE BENEFIT PLAN OF SBLM PC 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

089062 E

Policy instance

Insurance contract or identification number	089062 E
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-10-14
Total amount of fees paid to insurance company	USD $1,028
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	1028
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

089062E

Policy instance

Insurance contract or identification number	089062E
Number of Individuals Covered	114
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,623
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1623
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

089062E

Policy instance

Insurance contract or identification number	089062E
Number of Individuals Covered	113
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,567
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1567
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?	3
Insurance broker name	NEW YORK CITY REGIONAL OFFICE

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Company Name:	SBLM ARCHITECTS, P.C.
Employer identification number (EIN):	133723374
NAIC Classification:	541310
NAIC Description:	Architectural Services

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1993-06-17
Company Identification Number:	1735478
Legal Registered Office Address:	545 WEST 45TH STREET 4TH FLOOR NEW YORK United States of America (USA) 10036