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STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSTEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number 001

STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='770444475' AND PlanID='001'

401k Sponsoring company profile

PULTS & ASSOCIATES, LLP has sponsored the creation of one or more 401k plans.

Company Name:PULTS & ASSOCIATES, LLP
Employer identification number (EIN):770444475
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01FRANCES F. GIBBS2024-07-15
0012022-01-01FRANCES F. GIBBS2023-10-02
0012021-01-01FRANCES F. GIBBS2022-05-20
0012020-01-01FRANCES F. GIBBS2021-05-28
0012019-01-01FRANCES F. GIBBS2020-05-08
0012018-01-01
0012017-01-01FRANCES F. GIBBS
0012016-01-01FRANCES F. GIBBS
0012015-01-01FRANCES F. GIBBS
0012014-01-01STEVEN D. PULTS
0012013-01-01STEVEN D. PULTS
0012012-01-01STEVEN D. PULTS
0012011-01-01STEVEN D. PULTS
0012010-01-01STEVEN D. PULTS
0012009-01-01STEVEN D. PULTS

Financial Data on STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-090
Total liabilities as of the end of the plan year2025-10-090
Total liabilities as of the beginning of the plan year2025-10-090
Total expenses incurred by plan in this plan year2025-10-0954106
Net assets as of the end of the plan year2025-10-092461948
Total assets as of the beginning of the plan year2025-10-092230046
Value of plan covered by a fidelity bond2025-10-09223005
Participant contributions to plan in this plan year2025-10-0951658
Other expenses paid from plan in this plan year2025-10-0913147
Other contributions to plan in this plan year2025-10-090
Other income to plan in this plan year2025-10-09234350
Plan net income in this plan year2025-10-09231902
Net assets as of the end of the plan year2025-10-092461948
Net assets as of the beginning of the plan year2025-10-092230046
Employer contributions to plan in this plan year2025-10-090
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-090
2023 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$287,559
Expenses. Total of all expenses incurred2023-12-31$49,878
Benefits paid (including direct rollovers)2023-12-31$36,801
Total plan assets at end of year2023-12-31$2,230,046
Total plan assets at beginning of year2023-12-31$1,992,365
Value of fidelity bond covering the plan2023-12-31$199,237
Total contributions received or receivable from participants2023-12-31$31,200
Expenses. Other expenses not covered elsewhere2023-12-31$13,077
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$256,359
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$237,681
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,230,046
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,992,365
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$0
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-355,562
Expenses. Total of all expenses incurred2022-12-31$59,352
Benefits paid (including direct rollovers)2022-12-31$44,519
Total plan assets at end of year2022-12-31$1,992,365
Total plan assets at beginning of year2022-12-31$2,407,279
Value of fidelity bond covering the plan2022-12-31$199,237
Total contributions received or receivable from participants2022-12-31$33,200
Expenses. Other expenses not covered elsewhere2022-12-31$14,833
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-388,762
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-414,914
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,992,365
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,407,279
Assets. Value of real-estate (other than employer real property)2022-12-31$18,923
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$398,942
Expenses. Total of all expenses incurred2021-12-31$156,734
Benefits paid (including direct rollovers)2021-12-31$142,872
Total plan assets at end of year2021-12-31$2,407,279
Total plan assets at beginning of year2021-12-31$2,165,071
Value of fidelity bond covering the plan2021-12-31$240,728
Total contributions received or receivable from participants2021-12-31$27,200
Expenses. Other expenses not covered elsewhere2021-12-31$13,862
Contributions received from other sources (not participants or employers)2021-12-31$142,872
Other income received2021-12-31$228,870
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$242,208
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,407,279
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,165,071
Assets. Value of real-estate (other than employer real property)2021-12-31$132,346
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$353,448
Expenses. Total of all expenses incurred2020-12-31$11,856
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$2,165,071
Total plan assets at beginning of year2020-12-31$1,823,479
Value of fidelity bond covering the plan2020-12-31$150,000
Total contributions received or receivable from participants2020-12-31$27,200
Expenses. Other expenses not covered elsewhere2020-12-31$11,856
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$326,248
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$341,592
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,165,071
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,823,479
Assets. Value of real-estate (other than employer real property)2020-12-31$129,664
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$370,544
Expenses. Total of all expenses incurred2019-12-31$11,918
Total plan assets at end of year2019-12-31$1,823,479
Total plan assets at beginning of year2019-12-31$1,464,853
Value of fidelity bond covering the plan2019-12-31$150,000
Total contributions received or receivable from participants2019-12-31$26,200
Expenses. Other expenses not covered elsewhere2019-12-31$1,587
Other income received2019-12-31$344,344
Net income (gross income less expenses)2019-12-31$358,626
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,823,479
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,464,853
Assets. Value of real-estate (other than employer real property)2019-12-31$129,664
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$10,331
2018 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-24,213
Expenses. Total of all expenses incurred2018-12-31$11,071
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,464,853
Total plan assets at beginning of year2018-12-31$1,500,137
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$25,700
Expenses. Other expenses not covered elsewhere2018-12-31$11,071
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-49,913
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-35,284
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,464,853
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,500,137
Assets. Value of real-estate (other than employer real property)2018-12-31$75,000
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$714
Total income from all sources2017-12-31$215,899
Expenses. Total of all expenses incurred2017-12-31$7,544
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,500,137
Total plan assets at beginning of year2017-12-31$1,292,496
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$25,200
Expenses. Other expenses not covered elsewhere2017-12-31$1,003
Other income received2017-12-31$189,271
Net income (gross income less expenses)2017-12-31$208,355
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,500,137
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,291,782
Assets. Value of real-estate (other than employer real property)2017-12-31$75,000
Total contributions received or receivable from employer(s)2017-12-31$1,428
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,541
2016 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$714
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$68,419
Expenses. Total of all expenses incurred2016-12-31$8,287
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,292,496
Total plan assets at beginning of year2016-12-31$1,231,650
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$27,700
Assets. Value of loans (other than to participants)2016-12-31$50,000
Expenses. Other expenses not covered elsewhere2016-12-31$8,287
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$40,719
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$60,132
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,291,782
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,231,650
Assets. Value of real-estate (other than employer real property)2016-12-31$25,000
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$29,714
Expenses. Total of all expenses incurred2015-12-31$42,293
Benefits paid (including direct rollovers)2015-12-31$34,038
Total plan assets at end of year2015-12-31$1,231,650
Total plan assets at beginning of year2015-12-31$1,244,229
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$34,866
Assets. Value of loans (other than to participants)2015-12-31$61,896
Expenses. Other expenses not covered elsewhere2015-12-31$8,255
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-9,042
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-12,579
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,231,650
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,244,229
Assets. Value of real-estate (other than employer real property)2015-12-31$31,538
Total contributions received or receivable from employer(s)2015-12-31$3,890
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$117,099
Expenses. Total of all expenses incurred2014-12-31$286,667
Benefits paid (including direct rollovers)2014-12-31$278,685
Total plan assets at end of year2014-12-31$1,244,229
Total plan assets at beginning of year2014-12-31$1,413,797
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$49,539
Assets. Value of loans (other than to participants)2014-12-31$61,896
Expenses. Other expenses not covered elsewhere2014-12-31$957
Other income received2014-12-31$62,409
Net income (gross income less expenses)2014-12-31$-169,568
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,244,229
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,413,797
Assets. Value of real-estate (other than employer real property)2014-12-31$31,538
Total contributions received or receivable from employer(s)2014-12-31$5,151
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,025
2013 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$257,057
Expenses. Total of all expenses incurred2013-12-31$526,866
Benefits paid (including direct rollovers)2013-12-31$518,081
Total plan assets at end of year2013-12-31$1,420,558
Total plan assets at beginning of year2013-12-31$1,690,367
Value of fidelity bond covering the plan2013-12-31$800,000
Total contributions received or receivable from participants2013-12-31$57,231
Expenses. Other expenses not covered elsewhere2013-12-31$2,015
Other income received2013-12-31$186,969
Net income (gross income less expenses)2013-12-31$-269,809
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,420,558
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,690,367
Assets. Value of real-estate (other than employer real property)2013-12-31$93,434
Total contributions received or receivable from employer(s)2013-12-31$12,857
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,770
2012 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$100,472
Expenses. Total of all expenses incurred2012-12-31$68,486
Benefits paid (including direct rollovers)2012-12-31$64,111
Total plan assets at end of year2012-12-31$1,690,367
Total plan assets at beginning of year2012-12-31$1,658,381
Value of fidelity bond covering the plan2012-12-31$800,000
Total contributions received or receivable from participants2012-12-31$69,719
Expenses. Other expenses not covered elsewhere2012-12-31$1,112
Other income received2012-12-31$23,885
Net income (gross income less expenses)2012-12-31$31,986
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,690,367
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,658,381
Assets. Value of real-estate (other than employer real property)2012-12-31$73,451
Total contributions received or receivable from employer(s)2012-12-31$6,868
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,263
2011 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-320,492
Expenses. Total of all expenses incurred2011-12-31$7,893
Total plan assets at end of year2011-12-31$1,658,381
Total plan assets at beginning of year2011-12-31$1,986,766
Value of fidelity bond covering the plan2011-12-31$800,000
Total contributions received or receivable from participants2011-12-31$56,199
Assets. Value of loans (other than to participants)2011-12-31$100,000
Expenses. Other expenses not covered elsewhere2011-12-31$314
Contributions received from other sources (not participants or employers)2011-12-31$6,726
Other income received2011-12-31$-388,901
Net income (gross income less expenses)2011-12-31$-328,385
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,658,381
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,986,766
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$75,000
Assets. Value of real-estate (other than employer real property)2011-12-31$184,950
Total contributions received or receivable from employer(s)2011-12-31$5,484
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$7,579
2010 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$239,712
Expenses. Total of all expenses incurred2010-12-31$125,130
Benefits paid (including direct rollovers)2010-12-31$119,189
Total plan assets at end of year2010-12-31$1,986,766
Total plan assets at beginning of year2010-12-31$1,872,184
Value of fidelity bond covering the plan2010-12-31$800,000
Total contributions received or receivable from participants2010-12-31$86,844
Assets. Value of loans (other than to participants)2010-12-31$530,241
Expenses. Other expenses not covered elsewhere2010-12-31$389
Other income received2010-12-31$144,774
Net income (gross income less expenses)2010-12-31$114,582
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,986,766
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,872,184
Assets. Value of real-estate (other than employer real property)2010-12-31$100,000
Total contributions received or receivable from employer(s)2010-12-31$8,094
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,552
2009 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12235
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12235
Policy instance 1

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