401k Plan data: DAVID L. ADAMS ASSOCIATES PS PLAN plan

DAVID L. ADAMS ASSOCIATES PS PLAN 401k Plan overview

Plan Name	DAVID L. ADAMS ASSOCIATES PS PLAN
Plan identification number	001

DAVID L. ADAMS ASSOCIATES PS 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

DAVID L. ADAMS ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: DAVID L. ADAMS ASSOCIATES, INC.

Employer identification number (EIN): 840915825

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about DAVID L. ADAMS ASSOCIATES, INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1983-07-01

Company Identification Number: 19871528932

Legal Registered Office Address: 1536 N Ogden St

Denver
United States of America (USA)
80218

More information about DAVID L. ADAMS ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID L. ADAMS ASSOCIATES PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 PEIBO ZHANG
001 2016-01-01 PEIBO ZHANG
001 2015-01-01 PEIBO ZHANG
001 2014-01-01 PEIBO ZHANG
001 2013-01-01 DAVID ADAMS
001 2012-01-01 DAVID ADAMS
001 2011-01-01 DAVID ADAMS 2012-05-15 DAVID ADAMS 2012-05-15
001 2010-01-01 DAVID ADAMS 2011-07-08 DAVID ADAMS 2011-07-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	PEIBO ZHANG
001	2016-01-01	PEIBO ZHANG
001	2015-01-01	PEIBO ZHANG
001	2014-01-01	PEIBO ZHANG
001	2013-01-01	DAVID ADAMS
001	2012-01-01	DAVID ADAMS
001	2011-01-01	DAVID ADAMS	2012-05-15	DAVID ADAMS	2012-05-15
001	2010-01-01	DAVID ADAMS	2011-07-08	DAVID ADAMS	2011-07-08

Plan Statistics for DAVID L. ADAMS ASSOCIATES PS PLAN

401k plan membership statisitcs for DAVID L. ADAMS ASSOCIATES PS PLAN

Measure Date Value
2022: DAVID L. ADAMS ASSOCIATES PS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 19
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 25
Total participants 2022-01-01 25
Number of participants with account balances 2022-01-01 25
2021: DAVID L. ADAMS ASSOCIATES PS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 16
Number of other retired or separated participants entitled to future benefits 2021-01-01 6
Total of all active and inactive participants 2021-01-01 22
Total participants 2021-01-01 22
Number of participants with account balances 2021-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: DAVID L. ADAMS ASSOCIATES PS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 15
Number of other retired or separated participants entitled to future benefits 2020-01-01 5
Total of all active and inactive participants 2020-01-01 20
Total participants 2020-01-01 20
Number of participants with account balances 2020-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: DAVID L. ADAMS ASSOCIATES PS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 16
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 21
Total participants 2019-01-01 21
Number of participants with account balances 2019-01-01 20
2018: DAVID L. ADAMS ASSOCIATES PS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 13
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 3
Total of all active and inactive participants 2018-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 16
Number of participants with account balances 2018-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: DAVID L. ADAMS ASSOCIATES PS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 13
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 5
Total of all active and inactive participants 2017-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 18
Number of participants with account balances 2017-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DAVID L. ADAMS ASSOCIATES PS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 15
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 17
Number of participants with account balances 2016-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DAVID L. ADAMS ASSOCIATES PS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 18
Number of participants with account balances 2015-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DAVID L. ADAMS ASSOCIATES PS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DAVID L. ADAMS ASSOCIATES PS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 15
Number of participants with account balances 2013-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DAVID L. ADAMS ASSOCIATES PS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 13
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: DAVID L. ADAMS ASSOCIATES PS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	19
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	25
Total participants	2022-01-01	25
Number of participants with account balances	2022-01-01	25
2021: DAVID L. ADAMS ASSOCIATES PS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	16
Number of other retired or separated participants entitled to future benefits	2021-01-01	6
Total of all active and inactive participants	2021-01-01	22
Total participants	2021-01-01	22
Number of participants with account balances	2021-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: DAVID L. ADAMS ASSOCIATES PS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	15
Number of other retired or separated participants entitled to future benefits	2020-01-01	5
Total of all active and inactive participants	2020-01-01	20
Total participants	2020-01-01	20
Number of participants with account balances	2020-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: DAVID L. ADAMS ASSOCIATES PS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	16
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	21
Total participants	2019-01-01	21
Number of participants with account balances	2019-01-01	20
2018: DAVID L. ADAMS ASSOCIATES PS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	13
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	3
Total of all active and inactive participants	2018-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	16
Number of participants with account balances	2018-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: DAVID L. ADAMS ASSOCIATES PS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	13
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	5
Total of all active and inactive participants	2017-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	18
Number of participants with account balances	2017-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DAVID L. ADAMS ASSOCIATES PS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	15
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	17
Number of participants with account balances	2016-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DAVID L. ADAMS ASSOCIATES PS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	18
Number of participants with account balances	2015-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DAVID L. ADAMS ASSOCIATES PS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DAVID L. ADAMS ASSOCIATES PS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	15
Number of participants with account balances	2013-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DAVID L. ADAMS ASSOCIATES PS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	13
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on DAVID L. ADAMS ASSOCIATES PS PLAN

Measure	Date	Value
2022 : DAVID L. ADAMS ASSOCIATES PS PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-83,448
Expenses. Total of all expenses incurred	2022-12-31	$13,072
Benefits paid (including direct rollovers)	2022-12-31	$12,803
Total plan assets at end of year	2022-12-31	$1,887,146
Total plan assets at beginning of year	2022-12-31	$1,983,666
Value of fidelity bond covering the plan	2022-12-31	$200,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$156,963
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$54,484
Other income received	2022-12-31	$-351,968
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-96,520
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,887,146
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,983,666
Assets. Value of participant loans	2022-12-31	$18,668
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$57,073
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$269
2021 : DAVID L. ADAMS ASSOCIATES PS PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$453,798
Expenses. Total of all expenses incurred	2021-12-31	$720,311
Benefits paid (including direct rollovers)	2021-12-31	$720,236
Total plan assets at end of year	2021-12-31	$1,983,666
Total plan assets at beginning of year	2021-12-31	$2,250,179
Value of fidelity bond covering the plan	2021-12-31	$200,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$168,803
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$229,715
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-266,513
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,983,666
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,250,179
Assets. Value of participant loans	2021-12-31	$16,506
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$55,280
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$75
2020 : DAVID L. ADAMS ASSOCIATES PS PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$454,542
Expenses. Total of all expenses incurred	2020-12-31	$57,640
Benefits paid (including direct rollovers)	2020-12-31	$57,590
Total plan assets at end of year	2020-12-31	$2,250,179
Total plan assets at beginning of year	2020-12-31	$1,853,277
Value of fidelity bond covering the plan	2020-12-31	$200,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$126,640
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$271,732
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$396,902
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,250,179
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,853,277
Assets. Value of participant loans	2020-12-31	$23,303
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$56,170
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$50
2019 : DAVID L. ADAMS ASSOCIATES PS PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$545,096
Expenses. Total of all expenses incurred	2019-12-31	$199,805
Benefits paid (including direct rollovers)	2019-12-31	$199,649
Total plan assets at end of year	2019-12-31	$1,853,277
Total plan assets at beginning of year	2019-12-31	$1,507,986
Value of fidelity bond covering the plan	2019-12-31	$200,000
Total contributions received or receivable from participants	2019-12-31	$118,850
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$360,142
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$345,291
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,853,277
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,507,986
Assets. Value of participant loans	2019-12-31	$29,697
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$66,104
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$156
2018 : DAVID L. ADAMS ASSOCIATES PS PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$62,093
Expenses. Total of all expenses incurred	2018-12-31	$717,401
Benefits paid (including direct rollovers)	2018-12-31	$717,245
Total plan assets at end of year	2018-12-31	$1,507,986
Total plan assets at beginning of year	2018-12-31	$2,163,294
Value of fidelity bond covering the plan	2018-12-31	$150,000
Total contributions received or receivable from participants	2018-12-31	$152,511
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-156,450
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-655,308
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,507,986
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,163,294
Assets. Value of participant loans	2018-12-31	$31,103
Total contributions received or receivable from employer(s)	2018-12-31	$66,032
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$156
2017 : DAVID L. ADAMS ASSOCIATES PS PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$462,498
Expenses. Total of all expenses incurred	2017-12-31	$23,848
Benefits paid (including direct rollovers)	2017-12-31	$22,826
Total plan assets at end of year	2017-12-31	$2,163,294
Total plan assets at beginning of year	2017-12-31	$1,724,644
Value of fidelity bond covering the plan	2017-12-31	$150,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$113,514
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$281,311
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$438,650
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,163,294
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,724,644
Assets. Value of participant loans	2017-12-31	$30,651
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$67,673
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$816
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$206
2016 : DAVID L. ADAMS ASSOCIATES PS PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$286,585
Expenses. Total of all expenses incurred	2016-12-31	$534,159
Benefits paid (including direct rollovers)	2016-12-31	$534,134
Total plan assets at end of year	2016-12-31	$1,724,644
Total plan assets at beginning of year	2016-12-31	$1,972,218
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$123,241
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$105,197
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-247,574
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,724,644
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,972,218
Assets. Value of participant loans	2016-12-31	$20,862
Total contributions received or receivable from employer(s)	2016-12-31	$58,147
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$25
2015 : DAVID L. ADAMS ASSOCIATES PS PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$185,762
Expenses. Total of all expenses incurred	2015-12-31	$240,048
Benefits paid (including direct rollovers)	2015-12-31	$240,023
Total plan assets at end of year	2015-12-31	$1,972,218
Total plan assets at beginning of year	2015-12-31	$2,026,504
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$117,050
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$7,192
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-54,286
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,972,218
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,026,504
Assets. Value of participant loans	2015-12-31	$30,749
Total contributions received or receivable from employer(s)	2015-12-31	$61,520
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$25
2014 : DAVID L. ADAMS ASSOCIATES PS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$251,124
Expenses. Total of all expenses incurred	2014-12-31	$4,528
Benefits paid (including direct rollovers)	2014-12-31	$3,287
Total plan assets at end of year	2014-12-31	$2,026,504
Total plan assets at beginning of year	2014-12-31	$1,779,908
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$109,861
Expenses. Other expenses not covered elsewhere	2014-12-31	$1,241
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$91,602
Net income (gross income less expenses)	2014-12-31	$246,596
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,026,504
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,779,908
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$49,661
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : DAVID L. ADAMS ASSOCIATES PS PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$420,912
Expenses. Total of all expenses incurred	2013-12-31	$6,113
Benefits paid (including direct rollovers)	2013-12-31	$5,957
Total plan assets at end of year	2013-12-31	$1,779,908
Total plan assets at beginning of year	2013-12-31	$1,365,109
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$122,370
Expenses. Other expenses not covered elsewhere	2013-12-31	$156
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$252,265
Net income (gross income less expenses)	2013-12-31	$414,799
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,779,908
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,365,109
Assets. Value of participant loans	2013-12-31	$37,121
Total contributions received or receivable from employer(s)	2013-12-31	$46,277
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : DAVID L. ADAMS ASSOCIATES PS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$326,297
Expenses. Total of all expenses incurred	2012-12-31	$1,091,121
Benefits paid (including direct rollovers)	2012-12-31	$1,091,021
Total plan assets at end of year	2012-12-31	$1,365,109
Total plan assets at beginning of year	2012-12-31	$2,129,933
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$88,128
Expenses. Other expenses not covered elsewhere	2012-12-31	$100
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$178,198
Net income (gross income less expenses)	2012-12-31	$-764,824
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,365,109
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,129,933
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$59,971
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0

Form 5500 Responses for DAVID L. ADAMS ASSOCIATES PS PLAN

2022: DAVID L. ADAMS ASSOCIATES PS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DAVID L. ADAMS ASSOCIATES PS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DAVID L. ADAMS ASSOCIATES PS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DAVID L. ADAMS ASSOCIATES PS 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DAVID L. ADAMS ASSOCIATES PS 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DAVID L. ADAMS ASSOCIATES PS 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	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DAVID L. ADAMS ASSOCIATES PS 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
2015: DAVID L. ADAMS ASSOCIATES PS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAVID L. ADAMS ASSOCIATES PS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: DAVID L. ADAMS ASSOCIATES PS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: DAVID L. ADAMS ASSOCIATES PS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-828341

Policy instance

Insurance contract or identification number	GA-828341
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $3,611
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 $3,611
Insurance broker organization code?	3
Insurance broker name	SBHU LIFE AGENCY INC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-828341

Policy instance

Insurance contract or identification number	GA-828341
Number of Individuals Covered	15
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,308
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 $2,308
Insurance broker organization code?	3
Insurance broker name	SBHU LIFE AGCY INC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-828341

Policy instance

Insurance contract or identification number	GA-828341
Number of Individuals Covered	13
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $34,913
Total amount of fees paid to insurance company	USD $82
Are there contracts with allocated funds for individual policies?	No
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 $34,913
Insurance broker organization code?	3
Amount paid for insurance broker fees	57
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker name	MORGANSTANLEY SMITHBARNEY LLC

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Company Name:	DAVID L. ADAMS ASSOCIATES, INC.
Employer identification number (EIN):	840915825
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1983-07-01
Company Identification Number:	19871528932
Legal Registered Office Address:	1536 N Ogden St Denver United States of America (USA) 80218