401k Plan data: P & E ENGINEERING CO. 401(K) PLAN plan

P & E ENGINEERING CO. 401(K) PLAN 401k Plan overview

Plan Name	P & E ENGINEERING CO. 401(K) PLAN
Plan identification number	001

P & E ENGINEERING CO. 401(K) PLAN 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.
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

P & E ENGINEERING CO. has sponsored the creation of one or more 401k plans.

Company Name: P & E ENGINEERING CO.

Employer identification number (EIN): 421440682

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan P & E ENGINEERING CO. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 RICHARD KLINE 2023-05-30
001 2021-01-01 RICHARD D KLINE 2022-06-02
001 2020-01-01 RICHARD D KLINE 2021-05-07
001 2018-01-01 RICHARD D. KLINE 2019-05-10 RICHARD D. KLINE 2019-05-10
001 2017-01-01 RICHARD D KLINE 2018-05-15 RICHARD D KLINE 2018-05-15
001 2016-01-01 RICHARD DEAN KLINE 2017-06-22
001 2015-01-01 RICHARD D KLINE 2016-06-12 RICHARD D KLINE 2016-06-12
001 2014-01-01 RICHARD D. KLINE 2015-07-21 RICHARD D. KLINE 2015-07-21
001 2013-01-01 RICHARD D. KLINE RICHARD D. KLINE 2014-07-28
001 2012-01-01 RICHARD D. KLINE RICHARD D. KLINE 2013-07-23
001 2011-01-01 RICHARD D. KLINE RICHARD D. KLINE 2012-07-17
001 2010-01-01 RICHARD D. KLINE RICHARD D. KLINE 2011-06-29
001 2009-01-01 RICHARD D. KLINE RICHARD D. KLINE 2010-07-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	RICHARD KLINE	2023-05-30
001	2021-01-01	RICHARD D KLINE	2022-06-02
001	2020-01-01	RICHARD D KLINE	2021-05-07
001	2018-01-01	RICHARD D. KLINE	2019-05-10	RICHARD D. KLINE	2019-05-10
001	2017-01-01	RICHARD D KLINE	2018-05-15	RICHARD D KLINE	2018-05-15
001	2016-01-01	RICHARD DEAN KLINE	2017-06-22
001	2015-01-01	RICHARD D KLINE	2016-06-12	RICHARD D KLINE	2016-06-12
001	2014-01-01	RICHARD D. KLINE	2015-07-21	RICHARD D. KLINE	2015-07-21
001	2013-01-01	RICHARD D. KLINE		RICHARD D. KLINE	2014-07-28
001	2012-01-01	RICHARD D. KLINE		RICHARD D. KLINE	2013-07-23
001	2011-01-01	RICHARD D. KLINE		RICHARD D. KLINE	2012-07-17
001	2010-01-01	RICHARD D. KLINE		RICHARD D. KLINE	2011-06-29
001	2009-01-01	RICHARD D. KLINE		RICHARD D. KLINE	2010-07-29

Plan Statistics for P & E ENGINEERING CO. 401(K) PLAN

401k plan membership statisitcs for P & E ENGINEERING CO. 401(K) PLAN

Measure Date Value
2013: P & E ENGINEERING CO. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
Number of retired or separated participants receiving benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 14
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: P & E ENGINEERING CO. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
Total of all active and inactive participants 2012-01-01 14
Total participants 2012-01-01 14
Number of participants with account balances 2012-01-01 14
2011: P & E ENGINEERING CO. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
Total of all active and inactive participants 2011-01-01 14
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 14
2010: P & E ENGINEERING CO. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
Total of all active and inactive participants 2010-01-01 13
Total participants 2010-01-01 13
Number of participants with account balances 2010-01-01 13
2009: P & E ENGINEERING CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Total of all active and inactive participants 2009-01-01 12
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12

Measure	Date	Value
2013: P & E ENGINEERING CO. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
Number of retired or separated participants receiving benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	14
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: P & E ENGINEERING CO. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
Total of all active and inactive participants	2012-01-01	14
Total participants	2012-01-01	14
Number of participants with account balances	2012-01-01	14
2011: P & E ENGINEERING CO. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
Total of all active and inactive participants	2011-01-01	14
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	14
2010: P & E ENGINEERING CO. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
Total of all active and inactive participants	2010-01-01	13
Total participants	2010-01-01	13
Number of participants with account balances	2010-01-01	13
2009: P & E ENGINEERING CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Total of all active and inactive participants	2009-01-01	12
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12

Financial Data on P & E ENGINEERING CO. 401(K) PLAN

Measure	Date	Value
2013 : P & E ENGINEERING CO. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$522,196
Expenses. Total of all expenses incurred	2013-12-31	$460,907
Benefits paid (including direct rollovers)	2013-12-31	$435,728
Total plan assets at end of year	2013-12-31	$2,333,753
Total plan assets at beginning of year	2013-12-31	$2,272,464
Value of fidelity bond covering the plan	2013-12-31	$243,160
Other income received	2013-12-31	$308,771
Net income (gross income less expenses)	2013-12-31	$61,289
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,333,753
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,272,464
Total contributions received or receivable from employer(s)	2013-12-31	$213,425
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$25,179
2012 : P & E ENGINEERING CO. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$485,804
Expenses. Total of all expenses incurred	2012-12-31	$25,299
Total plan assets at end of year	2012-12-31	$2,272,464
Total plan assets at beginning of year	2012-12-31	$1,811,959
Value of fidelity bond covering the plan	2012-12-31	$75,000
Other income received	2012-12-31	$258,337
Net income (gross income less expenses)	2012-12-31	$460,505
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,272,464
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,811,959
Total contributions received or receivable from employer(s)	2012-12-31	$227,467
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$25,299
2011 : P & E ENGINEERING CO. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$238,455
Expenses. Total of all expenses incurred	2011-12-31	$49,773
Benefits paid (including direct rollovers)	2011-12-31	$32,500
Total plan assets at end of year	2011-12-31	$1,811,959
Total plan assets at beginning of year	2011-12-31	$1,623,277
Value of fidelity bond covering the plan	2011-12-31	$75,000
Other income received	2011-12-31	$-75,698
Net income (gross income less expenses)	2011-12-31	$188,682
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,811,959
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,623,277
Total contributions received or receivable from employer(s)	2011-12-31	$314,153
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$17,273
2010 : P & E ENGINEERING CO. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$356,261
Expenses. Total of all expenses incurred	2010-12-31	$38,696
Benefits paid (including direct rollovers)	2010-12-31	$27,229
Total plan assets at end of year	2010-12-31	$1,623,277
Total plan assets at beginning of year	2010-12-31	$1,305,712
Other income received	2010-12-31	$155,737
Net income (gross income less expenses)	2010-12-31	$317,565
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,623,277
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,305,712
Total contributions received or receivable from employer(s)	2010-12-31	$200,524
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$11,467

Form 5500 Responses for P & E ENGINEERING CO. 401(K) PLAN

2013: P & E ENGINEERING CO. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: P & E ENGINEERING CO. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: P & E ENGINEERING CO. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: P & E ENGINEERING CO. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: P & E ENGINEERING CO. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	P & E ENGINEERING CO.
Employer identification number (EIN):	421440682
NAIC Classification:	541330
NAIC Description:	Engineering Services