401k Plan data: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST plan

JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST
Plan identification number	001

JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

JOSEPH C. LU ENGINEERING, P.C. has sponsored the creation of one or more 401k plans.

Company Name: JOSEPH C. LU ENGINEERING, P.C.

Employer identification number (EIN): 161174578

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST

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
001 2018-01-01
001 2017-01-01 MICHAEL HANSCOM
001 2016-01-01 MICHAEL HANSCOM
001 2015-01-01 MICHAEL HANSCOM
001 2014-01-01 MICHAEL HANSCOM
001 2013-01-01 MICHAEL HANSCOM
001 2012-10-01 DENISE REDON 2013-07-29
001 2011-10-01 DENISE REDON 2012-12-12
001 2010-10-01 DENISE REDON 2011-12-09

Plan Statistics for JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST

401k plan membership statisitcs for JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST

Measure Date Value
2022: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 65
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 13
Total of all active and inactive participants 2022-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 81
Number of participants with account balances 2022-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 68
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 14
Total of all active and inactive participants 2021-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 84
Number of participants with account balances 2021-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 61
Number of other retired or separated participants entitled to future benefits 2020-01-01 16
Total of all active and inactive participants 2020-01-01 77
Total participants 2020-01-01 77
Number of participants with account balances 2020-01-01 43
2019: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 55
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 17
Total of all active and inactive participants 2019-01-01 74
Total participants 2019-01-01 74
Number of participants with account balances 2019-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 51
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 16
Total of all active and inactive participants 2018-01-01 68
Total participants 2018-01-01 68
Number of participants with account balances 2018-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 46
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 15
Total of all active and inactive participants 2017-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 62
Number of participants with account balances 2017-01-01 41
2016: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 20
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 16
Total of all active and inactive participants 2016-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 36
Number of participants with account balances 2016-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 19
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 15
Total of all active and inactive participants 2015-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 34
Number of participants with account balances 2015-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 20
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 17
Total of all active and inactive participants 2014-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 38
Number of participants with account balances 2014-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 25
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 12
Total of all active and inactive participants 2013-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 37
Number of participants with account balances 2013-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2022: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	65
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	13
Total of all active and inactive participants	2022-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	81
Number of participants with account balances	2022-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	68
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	14
Total of all active and inactive participants	2021-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	84
Number of participants with account balances	2021-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	61
Number of other retired or separated participants entitled to future benefits	2020-01-01	16
Total of all active and inactive participants	2020-01-01	77
Total participants	2020-01-01	77
Number of participants with account balances	2020-01-01	43
2019: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	55
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	17
Total of all active and inactive participants	2019-01-01	74
Total participants	2019-01-01	74
Number of participants with account balances	2019-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	51
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	16
Total of all active and inactive participants	2018-01-01	68
Total participants	2018-01-01	68
Number of participants with account balances	2018-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	46
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	15
Total of all active and inactive participants	2017-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	62
Number of participants with account balances	2017-01-01	41
2016: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	20
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	16
Total of all active and inactive participants	2016-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	36
Number of participants with account balances	2016-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	19
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	15
Total of all active and inactive participants	2015-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	34
Number of participants with account balances	2015-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	20
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	17
Total of all active and inactive participants	2014-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	38
Number of participants with account balances	2014-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	25
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	12
Total of all active and inactive participants	2013-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	37
Number of participants with account balances	2013-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST

Measure	Date	Value
2022 : JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 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	$-818,230
Expenses. Total of all expenses incurred	2022-12-31	$44,511
Benefits paid (including direct rollovers)	2022-12-31	$44,386
Total plan assets at end of year	2022-12-31	$7,056,909
Total plan assets at beginning of year	2022-12-31	$7,919,650
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$360,378
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$101,462
Other income received	2022-12-31	$-1,371,491
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-862,741
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$7,056,909
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$7,919,650
Assets. Value of participant loans	2022-12-31	$21,644
Total contributions received or receivable from employer(s)	2022-12-31	$91,421
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$125
2021 : JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 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	$1,401,371
Expenses. Total of all expenses incurred	2021-12-31	$47,923
Benefits paid (including direct rollovers)	2021-12-31	$47,735
Total plan assets at end of year	2021-12-31	$7,919,650
Total plan assets at beginning of year	2021-12-31	$6,566,202
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$284,792
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	$186,656
Other income received	2021-12-31	$851,200
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,353,448
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$7,919,650
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,566,202
Assets. Value of participant loans	2021-12-31	$31,502
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	$78,723
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$188
2020 : JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 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	$1,249,432
Expenses. Total of all expenses incurred	2020-12-31	$367,736
Benefits paid (including direct rollovers)	2020-12-31	$360,232
Total plan assets at end of year	2020-12-31	$6,566,202
Total plan assets at beginning of year	2020-12-31	$5,684,506
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$288,947
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$1,457
Other income received	2020-12-31	$894,816
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$881,696
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,566,202
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,684,506
Assets. Value of participant loans	2020-12-31	$24,311
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$64,212
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$7,235
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$269
2019 : JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,267,320
Expenses. Total of all expenses incurred	2019-12-31	$136,085
Benefits paid (including direct rollovers)	2019-12-31	$135,810
Total plan assets at end of year	2019-12-31	$5,684,506
Total plan assets at beginning of year	2019-12-31	$4,553,271
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$216,697
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,000,106
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,131,235
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,684,506
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,553,271
Assets. Value of participant loans	2019-12-31	$44,555
Total contributions received or receivable from employer(s)	2019-12-31	$50,517
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$275
2018 : JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-91,436
Expenses. Total of all expenses incurred	2018-12-31	$143,618
Benefits paid (including direct rollovers)	2018-12-31	$143,330
Total plan assets at end of year	2018-12-31	$4,553,271
Total plan assets at beginning of year	2018-12-31	$4,788,325
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$170,585
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-321,791
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-235,054
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,553,271
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,788,325
Assets. Value of participant loans	2018-12-31	$59,034
Total contributions received or receivable from employer(s)	2018-12-31	$59,770
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$288
2017 : JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$875,347
Expenses. Total of all expenses incurred	2017-12-31	$19,948
Benefits paid (including direct rollovers)	2017-12-31	$19,742
Total plan assets at end of year	2017-12-31	$4,788,325
Total plan assets at beginning of year	2017-12-31	$3,932,926
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$93,416
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$744,002
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$855,399
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,788,325
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,932,926
Assets. Value of participant loans	2017-12-31	$53,112
Total contributions received or receivable from employer(s)	2017-12-31	$37,929
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$206
2016 : JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$384,129
Expenses. Total of all expenses incurred	2016-12-31	$1,612
Benefits paid (including direct rollovers)	2016-12-31	$710
Total plan assets at end of year	2016-12-31	$3,932,926
Total plan assets at beginning of year	2016-12-31	$3,550,409
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$73,191
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$276,587
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$382,517
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,932,926
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,550,409
Assets. Value of participant loans	2016-12-31	$56,448
Total contributions received or receivable from employer(s)	2016-12-31	$34,351
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$633
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$269
2015 : JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 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	$105,012
Expenses. Total of all expenses incurred	2015-12-31	$73,419
Benefits paid (including direct rollovers)	2015-12-31	$71,278
Total plan assets at end of year	2015-12-31	$3,550,409
Total plan assets at beginning of year	2015-12-31	$3,518,816
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$62,621
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$24,110
Other income received	2015-12-31	$-12,010
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$31,593
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,550,409
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,518,816
Assets. Value of participant loans	2015-12-31	$62,459
Total contributions received or receivable from employer(s)	2015-12-31	$30,291
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$1,860
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$281
2014 : JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 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	$296,868
Expenses. Total of all expenses incurred	2014-12-31	$4,146
Benefits paid (including direct rollovers)	2014-12-31	$2,669
Total plan assets at end of year	2014-12-31	$3,518,816
Total plan assets at beginning of year	2014-12-31	$3,226,094
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$69,315
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$190,929
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$292,722
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,518,816
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,226,094
Assets. Value of participant loans	2014-12-31	$47,533
Total contributions received or receivable from employer(s)	2014-12-31	$36,624
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$1,289
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$188
2013 : JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 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 plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$725,295
Expenses. Total of all expenses incurred	2013-12-31	$813,448
Benefits paid (including direct rollovers)	2013-12-31	$799,115
Total plan assets at end of year	2013-12-31	$3,226,094
Total plan assets at beginning of year	2013-12-31	$3,314,247
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$77,125
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	$615,728
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-88,153
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,226,094
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,314,247
Assets. Value of participant loans	2013-12-31	$33,757
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	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$32,442
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	$14,333

Form 5500 Responses for JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST

2022: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	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: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 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: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 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: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 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: JOSEPH C. LU ENGINEERING & LAND SURVEYING, PC 401(K) PLAN AND TRUST 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

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Company Name:	JOSEPH C. LU ENGINEERING, P.C.
Employer identification number (EIN):	161174578
NAIC Classification:	541330
NAIC Description:	Engineering Services