SBLM ARCHITECTS, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF SBLM PC
| Measure | Date | Value |
|---|
| 2023: EMPLOYEE BENEFIT PLAN OF SBLM PC 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 108 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 89 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 25 |
| Total of all active and inactive participants | 2023-01-01 | 114 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 114 |
| Number of participants with account balances | 2023-01-01 | 97 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 5 |
| 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 |
| 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 |
|---|
| 2023 : EMPLOYEE BENEFIT PLAN OF SBLM PC 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $2,269,960 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $158,784 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $123,141 |
| Total plan assets at end of year | 2023-12-31 | $9,828,741 |
| Total plan assets at beginning of year | 2023-12-31 | $7,717,565 |
| Value of fidelity bond covering the plan | 2023-12-31 | $5,500,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $491,617 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $280,719 |
| Other income received | 2023-12-31 | $1,426,339 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $2,111,176 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $9,828,741 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $7,717,565 |
| Assets. Value of participant loans | 2023-12-31 | $83,111 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $71,285 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $-1,372 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $37,015 |
| 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 |
