401k Plan data: WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST plan

WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST
Plan identification number	001

WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & 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.
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

WOODS BAGOT ARCHITECT, PC has sponsored the creation of one or more 401k plans.

Company Name: WOODS BAGOT ARCHITECT, PC

Employer identification number (EIN): 262993497

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & 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 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01
001 2017-01-01
001 2017-01-01
001 2016-01-01 ALTON VERRET 2017-06-02
001 2015-01-01 ALTON VERRET 2016-06-17
001 2014-01-01 ALTON VERRET 2015-07-01
001 2013-01-01 ALTON VERRET 2014-10-28
001 2012-01-01 LESLEY BROUSSEAU 2013-07-10

Plan Statistics for WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST

401k plan membership statisitcs for WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST

Measure Date Value
2022: WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 85
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 72
Total of all active and inactive participants 2022-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 157
Number of participants with account balances 2022-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 64
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 70
Total of all active and inactive participants 2021-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 134
Number of participants with account balances 2021-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 66
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 61
Total of all active and inactive participants 2020-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 127
Number of participants with account balances 2020-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 91
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 47
Total of all active and inactive participants 2019-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 138
Number of participants with account balances 2019-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 103
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 42
Total of all active and inactive participants 2018-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 145
Number of participants with account balances 2018-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 98
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 62
Total of all active and inactive participants 2017-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 160
Number of participants with account balances 2017-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	85
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	72
Total of all active and inactive participants	2022-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	157
Number of participants with account balances	2022-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	64
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	70
Total of all active and inactive participants	2021-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	134
Number of participants with account balances	2021-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	66
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	61
Total of all active and inactive participants	2020-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	127
Number of participants with account balances	2020-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	91
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	47
Total of all active and inactive participants	2019-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	138
Number of participants with account balances	2019-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	103
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	42
Total of all active and inactive participants	2018-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	145
Number of participants with account balances	2018-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	98
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	62
Total of all active and inactive participants	2017-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	160
Number of participants with account balances	2017-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST

Measure	Date	Value
2022 : WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-529,305
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,460,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,422,339
Value of total corrective distributions	2022-12-31	$9,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,435,896
Value of total assets at end of year	2022-12-31	$8,343,169
Value of total assets at beginning of year	2022-12-31	$10,333,188
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$28,720
Total interest from all sources	2022-12-31	$332
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$548,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$548,836
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$735,222
Participant contributions at beginning of year	2022-12-31	$3,194
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$274,902
Other income not declared elsewhere	2022-12-31	$22,971
Administrative expenses (other) incurred	2022-12-31	$28,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,990,019
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,343,169
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,333,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,821,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,554,985
Interest on participant loans	2022-12-31	$7
Value of interest in common/collective trusts at end of year	2022-12-31	$501,078
Value of interest in common/collective trusts at beginning of year	2022-12-31	$754,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$20,688
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$20,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$20,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$325
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,412,004
Net investment gain or loss from common/collective trusts	2022-12-31	$-125,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$425,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,422,339
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GIOVANNA DUENAS WMB2 LLP
Accountancy firm EIN	2022-12-31	263789391
2021 : WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,624,863
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$677,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$651,647
Expenses. Certain deemed distributions of participant loans	2021-12-31	$1,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,275,445
Value of total assets at end of year	2021-12-31	$10,333,188
Value of total assets at beginning of year	2021-12-31	$8,385,401
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$23,980
Total interest from all sources	2021-12-31	$2,540
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$712,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$712,746
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$649,855
Participant contributions at end of year	2021-12-31	$3,194
Participant contributions at beginning of year	2021-12-31	$24,491
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$334,832
Other income not declared elsewhere	2021-12-31	$53,734
Administrative expenses (other) incurred	2021-12-31	$23,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,947,787
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,333,188
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,385,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,554,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,840,711
Interest on participant loans	2021-12-31	$2,539
Value of interest in common/collective trusts at end of year	2021-12-31	$754,856
Value of interest in common/collective trusts at beginning of year	2021-12-31	$482,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$20,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$37,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$37,530
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$436,511
Net investment gain or loss from common/collective trusts	2021-12-31	$143,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$290,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$651,647
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	GIOVANNA DUENAS WMB2 LLP
Accountancy firm EIN	2021-12-31	263789391
2020 : WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,018,873
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$665,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$580,750
Expenses. Certain deemed distributions of participant loans	2020-12-31	$50,970
Value of total corrective distributions	2020-12-31	$14,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$773,533
Value of total assets at end of year	2020-12-31	$8,385,401
Value of total assets at beginning of year	2020-12-31	$7,031,792
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$19,183
Total interest from all sources	2020-12-31	$3,557
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$291,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$291,406
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$490,452
Participant contributions at end of year	2020-12-31	$24,491
Participant contributions at beginning of year	2020-12-31	$79,763
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$7,321
Other income not declared elsewhere	2020-12-31	$40,262
Administrative expenses (other) incurred	2020-12-31	$19,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,353,609
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,385,401
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,031,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,840,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,446,795
Interest on participant loans	2020-12-31	$3,530
Value of interest in common/collective trusts at end of year	2020-12-31	$482,669
Value of interest in common/collective trusts at beginning of year	2020-12-31	$495,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$37,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$10,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$10,062
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$27
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$834,345
Net investment gain or loss from common/collective trusts	2020-12-31	$75,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$275,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$580,750
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	GIOVANNA DUENAS, WMB2, LLP
Accountancy firm EIN	2020-12-31	263789391
2019 : WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,393,334
Total income from all sources (including contributions)	2019-12-31	$2,393,334
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$832,816
Total of all expenses incurred	2019-12-31	$832,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$814,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$814,642
Value of total corrective distributions	2019-12-31	$8,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,072,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,072,304
Value of total assets at end of year	2019-12-31	$7,031,792
Value of total assets at end of year	2019-12-31	$7,031,792
Value of total assets at beginning of year	2019-12-31	$5,471,274
Value of total assets at beginning of year	2019-12-31	$5,471,274
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$9,785
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$9,785
Total interest from all sources	2019-12-31	$6,004
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$292,282
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$292,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$292,282
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$292,282
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$718,174
Contributions received from participants	2019-12-31	$718,174
Participant contributions at end of year	2019-12-31	$79,763
Participant contributions at beginning of year	2019-12-31	$131,328
Participant contributions at beginning of year	2019-12-31	$131,328
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$6,239
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$6,239
Other income not declared elsewhere	2019-12-31	$9,095
Administrative expenses (other) incurred	2019-12-31	$9,785
Administrative expenses (other) incurred	2019-12-31	$9,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,560,518
Value of net income/loss	2019-12-31	$1,560,518
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,031,792
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,031,792
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,471,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,446,795
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,446,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,930,505
Interest on participant loans	2019-12-31	$5,896
Interest on participant loans	2019-12-31	$5,896
Value of interest in common/collective trusts at end of year	2019-12-31	$495,172
Value of interest in common/collective trusts at end of year	2019-12-31	$495,172
Value of interest in common/collective trusts at beginning of year	2019-12-31	$409,441
Value of interest in common/collective trusts at beginning of year	2019-12-31	$409,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$10,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$10,062
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$108
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$893,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$893,121
Net investment gain or loss from common/collective trusts	2019-12-31	$120,528
Net investment gain or loss from common/collective trusts	2019-12-31	$120,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$347,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$814,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$814,642
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GIOVANNA DUENAS, WMB2, LLP
Accountancy firm name	2019-12-31	GIOVANNA DUENAS, WMB2, LLP
Accountancy firm EIN	2019-12-31	263789391
Accountancy firm EIN	2019-12-31	263789391
2018 : WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	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	$714,639
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$697,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$686,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,087,378
Value of total assets at end of year	2018-12-31	$5,471,274
Value of total assets at beginning of year	2018-12-31	$5,453,746
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$10,643
Total interest from all sources	2018-12-31	$7,835
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$341,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$341,512
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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	$669,588
Participant contributions at end of year	2018-12-31	$131,328
Participant contributions at beginning of year	2018-12-31	$129,942
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$42,765
Other income not declared elsewhere	2018-12-31	$7,782
Administrative expenses (other) incurred	2018-12-31	$10,643
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	$17,528
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,471,274
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,453,746
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	$4,930,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,979,647
Interest on participant loans	2018-12-31	$7,794
Value of interest in common/collective trusts at end of year	2018-12-31	$405,756
Value of interest in common/collective trusts at beginning of year	2018-12-31	$332,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$3,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$11,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$11,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$41
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-699,348
Net investment gain or loss from common/collective trusts	2018-12-31	$-30,520
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	$375,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$686,468
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
Accountancy firm name	2018-12-31	WILSON, MARKLE, STUCKEY, HARDEST
Accountancy firm EIN	2018-12-31	263789391
2017 : WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	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	$1,799,562
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$193,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$190,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,006,758
Value of total assets at end of year	2017-12-31	$5,453,746
Value of total assets at beginning of year	2017-12-31	$3,847,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,632
Total interest from all sources	2017-12-31	$5,073
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$263,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$263,231
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$385,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$588,997
Participant contributions at end of year	2017-12-31	$129,942
Participant contributions at beginning of year	2017-12-31	$81,597
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$86,323
Other income not declared elsewhere	2017-12-31	$2,507
Administrative expenses (other) incurred	2017-12-31	$3,632
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	$1,605,864
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,453,746
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,847,882
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	$4,979,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,551,593
Interest on participant loans	2017-12-31	$5,050
Value of interest in common/collective trusts at end of year	2017-12-31	$332,384
Value of interest in common/collective trusts at beginning of year	2017-12-31	$203,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$11,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$11,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$11,406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$23
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$473,140
Net investment gain or loss from common/collective trusts	2017-12-31	$48,853
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	$331,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$190,066
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
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WILSON, MARKLE, STUCKEY, HARDEST
Accountancy firm EIN	2017-12-31	263789391

Form 5500 Responses for WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST

2022: WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & 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: WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & 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: WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & 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: WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & 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: WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & 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

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Company Name:	WOODS BAGOT ARCHITECT, PC
Employer identification number (EIN):	262993497
NAIC Classification:	541310
NAIC Description:	Architectural Services