401k Plan data: ADVANTAGE ENGINEERS, LLC 401(K) PLAN plan

ADVANTAGE ENGINEERS, LLC 401(K) PLAN 401k Plan overview

Plan Name	ADVANTAGE ENGINEERS, LLC 401(K) PLAN
Plan identification number	001

ADVANTAGE ENGINEERS, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ADVANTAGE ENGINEERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: ADVANTAGE ENGINEERS, LLC

Employer identification number (EIN): 813879717

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about ADVANTAGE ENGINEERS, LLC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2015-03-20

Company Identification Number: 109680298

Legal Registered Office Address: 8130 SW BEAVERTON HILLSDALE HWY

PORTLAND
United States of America (USA)
97225

More information about ADVANTAGE ENGINEERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANTAGE ENGINEERS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 RYAN SHIELDS 2019-10-07 RYAN SHIELDS 2019-10-07
001 2019-01-01
001 2018-01-01 RYAN SHIELDS 2019-07-15 RYAN SHIELDS 2019-07-15
001 2018-01-01
001 2017-01-01 RYAN SHIELDS 2018-07-11 RYAN SHIELDS 2018-07-11
001 2017-01-01 ROBERT SOLTIS
001 2016-01-01 JANICE CRISS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	RYAN SHIELDS	2019-10-07	RYAN SHIELDS	2019-10-07
001	2019-01-01
001	2018-01-01	RYAN SHIELDS	2019-07-15	RYAN SHIELDS	2019-07-15
001	2018-01-01
001	2017-01-01	RYAN SHIELDS	2018-07-11	RYAN SHIELDS	2018-07-11
001	2017-01-01	ROBERT SOLTIS
001	2016-01-01	JANICE CRISS

Plan Statistics for ADVANTAGE ENGINEERS, LLC 401(K) PLAN

401k plan membership statisitcs for ADVANTAGE ENGINEERS, LLC 401(K) PLAN

Measure Date Value
2019: ADVANTAGE ENGINEERS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 361
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 214
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 133
Total of all active and inactive participants 2019-01-01 349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 349
Number of participants with account balances 2019-01-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ADVANTAGE ENGINEERS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 376
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 204
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 45
Total of all active and inactive participants 2018-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 249
Number of participants with account balances 2018-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ADVANTAGE ENGINEERS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 210
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 166
Total of all active and inactive participants 2017-01-01 376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 376
Number of participants with account balances 2017-01-01 368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ADVANTAGE ENGINEERS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 195
Number of retired or separated participants receiving benefits 2016-01-01 10
Number of other retired or separated participants entitled to future benefits 2016-01-01 109
Total of all active and inactive participants 2016-01-01 314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 314
Number of participants with account balances 2016-01-01 304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2019: ADVANTAGE ENGINEERS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	361
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	214
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	133
Total of all active and inactive participants	2019-01-01	349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	349
Number of participants with account balances	2019-01-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ADVANTAGE ENGINEERS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	376
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	204
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	45
Total of all active and inactive participants	2018-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	249
Number of participants with account balances	2018-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ADVANTAGE ENGINEERS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	210
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	166
Total of all active and inactive participants	2017-01-01	376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	376
Number of participants with account balances	2017-01-01	368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ADVANTAGE ENGINEERS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	195
Number of retired or separated participants receiving benefits	2016-01-01	10
Number of other retired or separated participants entitled to future benefits	2016-01-01	109
Total of all active and inactive participants	2016-01-01	314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	314
Number of participants with account balances	2016-01-01	304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on ADVANTAGE ENGINEERS, LLC 401(K) PLAN

Measure	Date	Value
2019 : ADVANTAGE ENGINEERS, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$1,744,176
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,865,095
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,331,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,251,285
Value of total corrective distributions	2019-12-31	$4,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,476,322
Value of total assets at end of year	2019-12-31	$8,020,609
Value of total assets at beginning of year	2019-12-31	$4,743,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$76,302
Total interest from all sources	2019-12-31	$16,274
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$955,936
Participant contributions at end of year	2019-12-31	$184,317
Participant contributions at beginning of year	2019-12-31	$53,825
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$193,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$9,278
Value of net income/loss	2019-12-31	$1,533,308
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,020,609
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,743,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$76,302
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,322,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,505,465
Interest on participant loans	2019-12-31	$8,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$513,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$183,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$183,835
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$7,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,372,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$317,163
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,251,285
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BROWN, SHULTZ, SHERIDAN & FRITZ
Accountancy firm EIN	2019-12-31	251644159
2018 : ADVANTAGE ENGINEERS, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,047,025
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$650,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$620,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,411,601
Value of total assets at end of year	2018-12-31	$4,743,125
Value of total assets at beginning of year	2018-12-31	$4,346,403
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$29,975
Total interest from all sources	2018-12-31	$6,825
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$619,737
Participant contributions at end of year	2018-12-31	$53,825
Participant contributions at beginning of year	2018-12-31	$98,449
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$16,770
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$549,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$396,722
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,743,125
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,346,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$29,975
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,505,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,677,947
Interest on participant loans	2018-12-31	$3,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$183,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$291,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$291,688
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$3,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-371,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$241,990
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$261,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$620,328
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BROWN, SHULTZ, SHERIDAN & FRITZ
Accountancy firm EIN	2018-12-31	251644159
2017 : ADVANTAGE ENGINEERS, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$15,736
Total income from all sources (including contributions)	2017-12-31	$1,417,098
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$369,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$366,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$880,055
Value of total assets at end of year	2017-12-31	$4,346,403
Value of total assets at beginning of year	2017-12-31	$3,314,293
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,016
Total interest from all sources	2017-12-31	$2,508
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$574,290
Participant contributions at end of year	2017-12-31	$98,449
Participant contributions at beginning of year	2017-12-31	$46,108
Participant contributions at end of year	2017-12-31	$16,770
Participant contributions at beginning of year	2017-12-31	$14,698
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$44,216
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$76
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$15,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,047,846
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,346,403
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,298,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,677,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,648,886
Interest on participant loans	2017-12-31	$3,082
Interest earned on other investments	2017-12-31	$437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$291,688
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$376,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$376,557
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$-1,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$534,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$261,549
Employer contributions (assets) at end of year	2017-12-31	$261,549
Employer contributions (assets) at beginning of year	2017-12-31	$227,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$366,236
Contract administrator fees	2017-12-31	$3,016
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BROWN, SHULTZ, SHERIDAN & FRITZ
Accountancy firm EIN	2017-12-31	251644159
2016 : ADVANTAGE ENGINEERS, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$15,736
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$39,848
Total income from all sources (including contributions)	2016-12-31	$1,309,988
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$195,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$177,086
Value of total corrective distributions	2016-12-31	$15,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,089,955
Value of total assets at end of year	2016-12-31	$3,314,293
Value of total assets at beginning of year	2016-12-31	$2,223,591
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,352
Total interest from all sources	2016-12-31	$-409
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$550,119
Participant contributions at end of year	2016-12-31	$46,108
Participant contributions at beginning of year	2016-12-31	$18,741
Participant contributions at end of year	2016-12-31	$14,698
Participant contributions at beginning of year	2016-12-31	$16,973
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$309,711
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$76
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$15,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$39,848
Other income not declared elsewhere	2016-12-31	$587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,114,814
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,298,557
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,183,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,648,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,761,806
Interest on participant loans	2016-12-31	$1,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$376,557
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$228,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$228,897
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$-1,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$219,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$230,125
Employer contributions (assets) at end of year	2016-12-31	$227,968
Employer contributions (assets) at beginning of year	2016-12-31	$196,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$177,086
Contract administrator fees	2016-12-31	$2,352
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BROWN, SCHULTZ, SHERIDAN & FRITZ
Accountancy firm EIN	2016-12-31	251644159

Form 5500 Responses for ADVANTAGE ENGINEERS, LLC 401(K) PLAN

2019: ADVANTAGE ENGINEERS, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ADVANTAGE ENGINEERS, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ADVANTAGE ENGINEERS, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ADVANTAGE ENGINEERS, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	337
Insurance policy start date	2019-09-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $736
Total amount of fees paid to insurance company	USD $150
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $736
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	364
Insurance policy start date	2018-09-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $13
Total amount of fees paid to insurance company	USD $31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	31
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

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Company Name:	ADVANTAGE ENGINEERS, LLC
Employer identification number (EIN):	813879717
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2015-03-20
Company Identification Number:	109680298
Legal Registered Office Address:	8130 SW BEAVERTON HILLSDALE HWY PORTLAND United States of America (USA) 97225