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PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 401k Plan overview

Plan NamePROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN
Plan identification number 001

PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

PROFESSIONAL ENGINEERING CONSULTANTS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:PROFESSIONAL ENGINEERING CONSULTANTS, P.A.
Employer identification number (EIN):480699643
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about PROFESSIONAL ENGINEERING CONSULTANTS, P.A.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2008-07-21
Company Identification Number: 1794765
Legal Registered Office Address: 1300 EAST NINTH STREET
-
CLEVELAND
United States of America (USA)
44114

More information about PROFESSIONAL ENGINEERING CONSULTANTS, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LINDSAY FUOSS
0012016-01-01LINDSAY FUOSS
0012015-01-01LINDSAY FUOSS
0012014-01-01LINDSAY STADALMAN
0012013-01-01LINDSAY STADALMAN
0012012-01-01LINDSAY STADALMAN
0012011-01-01LINDSAY STADALMAN
0012010-01-01LINDSAY STADALMAN
0012009-01-01LINDSAY STADALMAN ROD YOUNG2010-10-12

Plan Statistics for PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN

401k plan membership statisitcs for PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN

Measure Date Value
2022: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01425
Total number of active participants reported on line 7a of the Form 55002022-01-01365
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01100
Total of all active and inactive participants2022-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01466
Number of participants with account balances2022-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0131
2021: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01415
Total number of active participants reported on line 7a of the Form 55002021-01-01326
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0197
Total of all active and inactive participants2021-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01425
Number of participants with account balances2021-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0120
2020: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01418
Total number of active participants reported on line 7a of the Form 55002020-01-01311
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01103
Total of all active and inactive participants2020-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01415
Number of participants with account balances2020-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0130
2019: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01426
Total number of active participants reported on line 7a of the Form 55002019-01-01338
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0179
Total of all active and inactive participants2019-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01418
Number of participants with account balances2019-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0130
2018: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01392
Total number of active participants reported on line 7a of the Form 55002018-01-01327
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0197
Total of all active and inactive participants2018-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01425
Number of participants with account balances2018-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0131
2017: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01368
Total number of active participants reported on line 7a of the Form 55002017-01-01292
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0198
Total of all active and inactive participants2017-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01391
Number of participants with account balances2017-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01338
Total number of active participants reported on line 7a of the Form 55002016-01-01298
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0163
Total of all active and inactive participants2016-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01362
Number of participants with account balances2016-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01312
Total number of active participants reported on line 7a of the Form 55002015-01-01265
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0168
Total of all active and inactive participants2015-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01335
Number of participants with account balances2015-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01317
Total number of active participants reported on line 7a of the Form 55002014-01-01252
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0155
Total of all active and inactive participants2014-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01310
Number of participants with account balances2014-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01290
Total number of active participants reported on line 7a of the Form 55002013-01-01264
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0148
Total of all active and inactive participants2013-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01315
Number of participants with account balances2013-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01296
Total number of active participants reported on line 7a of the Form 55002012-01-01242
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0142
Total of all active and inactive participants2012-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01286
Number of participants with account balances2012-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01322
Total number of active participants reported on line 7a of the Form 55002011-01-01248
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01294
Number of participants with account balances2011-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01330
Total number of active participants reported on line 7a of the Form 55002010-01-01265
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0155
Total of all active and inactive participants2010-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01320
Number of participants with account balances2010-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01311
Total number of active participants reported on line 7a of the Form 55002009-01-01276
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0153
Total of all active and inactive participants2009-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01330
Number of participants with account balances2009-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN

Measure Date Value
2022 : PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,967,410
Total of all expenses incurred2022-12-31$3,355,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,280,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,956,301
Value of total assets at end of year2022-12-31$29,956,651
Value of total assets at beginning of year2022-12-31$36,279,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$75,528
Total interest from all sources2022-12-31$32,698
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$519,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$519,349
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,092,941
Participant contributions at end of year2022-12-31$56,585
Participant contributions at beginning of year2022-12-31$36,044
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$277,207
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$20
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1
Administrative expenses (other) incurred2022-12-31$51,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,323,067
Value of net assets at end of year (total assets less liabilities)2022-12-31$29,956,651
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$36,279,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$24,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,273,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,652,767
Interest on participant loans2022-12-31$2,450
Interest earned on other investments2022-12-31$30,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,626,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,590,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,475,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$586,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,280,129
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KCOE ISOM LLP
Accountancy firm EIN2022-12-31942222122
2021 : PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$7,555,427
Total of all expenses incurred2021-12-31$5,557,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,475,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,825,796
Value of total assets at end of year2021-12-31$36,279,718
Value of total assets at beginning of year2021-12-31$34,281,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$81,406
Total interest from all sources2021-12-31$34,900
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$620,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$620,619
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,831,532
Participant contributions at end of year2021-12-31$36,044
Participant contributions at beginning of year2021-12-31$21,550
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$550,292
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$57,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,998,414
Value of net assets at end of year (total assets less liabilities)2021-12-31$36,279,718
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,281,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$24,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$34,652,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$31,791,663
Interest on participant loans2021-12-31$1,119
Interest earned on other investments2021-12-31$33,781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,590,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,468,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,074,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$443,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,475,607
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KCOE ISOM LLP
Accountancy firm EIN2021-12-31480567703
2020 : PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$7,309,486
Total of all expenses incurred2020-12-31$4,783,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,689,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,365,910
Value of total assets at end of year2020-12-31$34,281,304
Value of total assets at beginning of year2020-12-31$31,754,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$93,917
Total interest from all sources2020-12-31$50,294
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$637,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$637,976
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,803,883
Participant contributions at end of year2020-12-31$21,550
Participant contributions at beginning of year2020-12-31$14,924
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$89,490
Administrative expenses (other) incurred2020-12-31$63,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,526,420
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,281,304
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,754,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$31,791,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$30,263,937
Interest on participant loans2020-12-31$1,298
Interest earned on other investments2020-12-31$48,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,468,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,476,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,255,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$472,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,689,149
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KCOE ISOM LLP
Accountancy firm EIN2020-12-31480567703
2019 : PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$8,866,826
Total of all expenses incurred2019-12-31$2,461,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,386,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,981,442
Value of total assets at end of year2019-12-31$31,754,884
Value of total assets at beginning of year2019-12-31$25,349,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$75,089
Total interest from all sources2019-12-31$31,888
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$574,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$574,127
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,678,070
Participant contributions at end of year2019-12-31$14,924
Participant contributions at beginning of year2019-12-31$16,482
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$793,353
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$11
Administrative expenses (other) incurred2019-12-31$57,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,405,693
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,754,884
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,349,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$18,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$30,263,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,769,948
Interest on participant loans2019-12-31$870
Interest earned on other investments2019-12-31$31,018
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,476,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,562,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,279,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$510,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,386,044
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KCOE ISOM LLP
Accountancy firm EIN2019-12-31480567703
2018 : PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$663,216
Total of all expenses incurred2018-12-31$1,751,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,674,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,998,856
Value of total assets at end of year2018-12-31$25,349,191
Value of total assets at beginning of year2018-12-31$26,437,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$77,594
Total interest from all sources2018-12-31$9,777
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$493,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$493,587
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,510,283
Participant contributions at end of year2018-12-31$16,482
Participant contributions at beginning of year2018-12-31$17,501
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$80,728
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$11
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$11
Administrative expenses (other) incurred2018-12-31$53,594
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$11,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,088,467
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,349,191
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,437,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$24,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,769,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,101,541
Interest on participant loans2018-12-31$1,028
Interest earned on other investments2018-12-31$8,721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$28
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,562,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,839,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$407,845
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$306,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,674,089
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KCOE ISOM LLP
Accountancy firm EIN2018-12-31480567703
2017 : PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$5,761,354
Total of all expenses incurred2017-12-31$1,652,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,573,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,831,809
Value of total assets at end of year2017-12-31$26,437,658
Value of total assets at beginning of year2017-12-31$22,329,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$79,222
Total interest from all sources2017-12-31$1,292
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$423,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$423,483
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,337,259
Participant contributions at end of year2017-12-31$17,501
Participant contributions at beginning of year2017-12-31$30,728
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$187,605
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$11
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$20
Administrative expenses (other) incurred2017-12-31$55,222
Total non interest bearing cash at end of year2017-12-31$11,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,108,502
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,437,658
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,329,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$24,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$26,101,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,994,068
Interest on participant loans2017-12-31$1,288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,781
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,504,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$306,945
Employer contributions (assets) at end of year2017-12-31$306,945
Employer contributions (assets) at beginning of year2017-12-31$299,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,573,630
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KCOE ISOM LLP
Accountancy firm EIN2017-12-31480567703
2016 : PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,179,183
Total of all expenses incurred2016-12-31$1,464,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,372,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,627,920
Value of total assets at end of year2016-12-31$22,329,156
Value of total assets at beginning of year2016-12-31$20,614,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$92,442
Total interest from all sources2016-12-31$2,101
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$359,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$359,382
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,216,507
Participant contributions at end of year2016-12-31$30,728
Participant contributions at beginning of year2016-12-31$47,681
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$111,854
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$20
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$19
Administrative expenses (other) incurred2016-12-31$68,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,714,500
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,329,156
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,614,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$24,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,994,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,308,223
Interest on participant loans2016-12-31$2,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,189,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$299,559
Employer contributions (assets) at end of year2016-12-31$299,559
Employer contributions (assets) at beginning of year2016-12-31$258,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,372,241
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KCOE ISOM, LLP
Accountancy firm EIN2016-12-31480567703
2015 : PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,755,065
Total of all expenses incurred2015-12-31$1,270,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,168,759
Value of total corrective distributions2015-12-31$10,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,918,432
Value of total assets at end of year2015-12-31$20,614,656
Value of total assets at beginning of year2015-12-31$20,130,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$91,723
Total interest from all sources2015-12-31$3,888
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$356,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$356,022
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,089,893
Participant contributions at end of year2015-12-31$47,681
Participant contributions at beginning of year2015-12-31$71,139
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$310,511
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$19
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$21
Administrative expenses (other) incurred2015-12-31$59,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$484,250
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,614,656
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,130,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$32,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,308,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,056,373
Interest on participant loans2015-12-31$3,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-523,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$518,028
Employer contributions (assets) at end of year2015-12-31$258,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,168,759
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KCOE ISOM, LLP
Accountancy firm EIN2015-12-31480567703
2014 : PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,579,718
Total of all expenses incurred2014-12-31$1,769,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,697,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,253,521
Value of total assets at end of year2014-12-31$20,130,406
Value of total assets at beginning of year2014-12-31$19,320,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$72,480
Total interest from all sources2014-12-31$4,275
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$408,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$408,672
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,071,885
Participant contributions at end of year2014-12-31$71,139
Participant contributions at beginning of year2014-12-31$72,788
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$21
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$26
Administrative expenses (other) incurred2014-12-31$40,480
Total non interest bearing cash at beginning of year2014-12-31$2,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$810,097
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,130,406
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,320,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$32,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,056,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,237,097
Interest on participant loans2014-12-31$4,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,873
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$7,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$7,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$913,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$181,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,697,141
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KCOE ISOM, LLP
Accountancy firm EIN2014-12-31480567703
2013 : PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$4,654,853
Total of all expenses incurred2013-12-31$1,381,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,316,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,284,894
Value of total assets at end of year2013-12-31$19,320,309
Value of total assets at beginning of year2013-12-31$16,047,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$65,033
Total interest from all sources2013-12-31$2,469
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$350,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$350,653
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,082,790
Participant contributions at end of year2013-12-31$72,788
Participant contributions at beginning of year2013-12-31$31,644
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$374,560
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$24,141
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$26
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$15
Other income not declared elsewhere2013-12-31$32,311
Administrative expenses (other) incurred2013-12-31$33,033
Total non interest bearing cash at end of year2013-12-31$2,947
Total non interest bearing cash at beginning of year2013-12-31$10,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,273,308
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,320,309
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,047,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$32,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,237,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,628,587
Interest on participant loans2013-12-31$2,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$7,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,984,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$177,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,316,512
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KENNEDY AND COE, LLC
Accountancy firm EIN2013-12-31480567703
2012 : PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,983,530
Total of all expenses incurred2012-12-31$380,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$314,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,107,561
Value of total assets at end of year2012-12-31$16,047,001
Value of total assets at beginning of year2012-12-31$13,443,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$65,982
Total interest from all sources2012-12-31$1,664
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$276,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$276,546
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,009,476
Participant contributions at end of year2012-12-31$31,644
Participant contributions at beginning of year2012-12-31$28,550
Assets. Other investments not covered elsewhere at end of year2012-12-31$374,560
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$347,636
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,362
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$15
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$15
Other income not declared elsewhere2012-12-31$46,924
Administrative expenses (other) incurred2012-12-31$33,982
Total non interest bearing cash at end of year2012-12-31$10,947
Total non interest bearing cash at beginning of year2012-12-31$2,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,603,255
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,047,001
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,443,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$32,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,628,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,056,597
Interest on participant loans2012-12-31$1,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$8,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$8,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,550,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$85,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$314,293
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KENNEDY AND COE, LLC
Accountancy firm EIN2012-12-31480567703
2011 : PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$813,917
Total of all expenses incurred2011-12-31$689,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$661,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,068,862
Value of total assets at end of year2011-12-31$13,443,746
Value of total assets at beginning of year2011-12-31$13,319,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$28,150
Total interest from all sources2011-12-31$1,771
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$193,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$193,191
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$976,867
Participant contributions at end of year2011-12-31$28,550
Participant contributions at beginning of year2011-12-31$29,130
Assets. Other investments not covered elsewhere at end of year2011-12-31$347,636
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$345,191
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,235
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$15
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$48
Other income not declared elsewhere2011-12-31$2,445
Administrative expenses (other) incurred2011-12-31$23,097
Total non interest bearing cash at end of year2011-12-31$2,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$124,219
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,443,746
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,319,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$5,053
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,056,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,931,319
Interest on participant loans2011-12-31$1,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$8,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$13,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$13,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-452,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$88,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$661,548
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KENNEDY AND COE, LLC
Accountancy firm EIN2011-12-31480567703
2010 : PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,914,846
Total of all expenses incurred2010-12-31$1,165,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,145,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,089,578
Value of total assets at end of year2010-12-31$13,319,527
Value of total assets at beginning of year2010-12-31$11,570,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,549
Total interest from all sources2010-12-31$3,028
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$200,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$200,109
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,030,388
Participant contributions at end of year2010-12-31$29,130
Participant contributions at beginning of year2010-12-31$34,314
Assets. Other investments not covered elsewhere at end of year2010-12-31$345,191
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$410,120
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$34,979
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$48
Other income not declared elsewhere2010-12-31$49,913
Administrative expenses (other) incurred2010-12-31$20,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,748,888
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,319,527
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,570,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,931,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,006,307
Interest on participant loans2010-12-31$3,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$13,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,572,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$24,211
Employer contributions (assets) at beginning of year2010-12-31$116,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,145,409
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FORTNER & SHORT LLC
Accountancy firm EIN2010-12-31264078346
2009 : PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN

2022: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PROFESSIONAL ENGINEERING CONSULTANTS P.A. 401 (K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK61876
Policy instance 1
Insurance contract or identification numberQK61876
Number of Individuals Covered447
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK61876
Policy instance 1
Insurance contract or identification numberQK61876
Number of Individuals Covered413
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK61876
Policy instance 1
Insurance contract or identification numberQK61876
Number of Individuals Covered415
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK61876
Policy instance 1
Insurance contract or identification numberQK61876
Number of Individuals Covered418
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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