401k Plan data: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN plan

THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 401k Plan overview

Plan Name	THOMAS P. COX ARCHITECTS, INC 401(K) PLAN
Plan identification number	001

THOMAS P. COX ARCHITECTS, INC 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.

401k Sponsoring company profile

TCA ARCHITECTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: TCA ARCHITECTS, INC.

Employer identification number (EIN): 931170091

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS P. COX ARCHITECTS, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01 ARAM CHAHBAZIAN 2021-10-06
001 2019-01-01
001 2018-01-01 ARAM CHAHBAZIAN 2019-10-13
001 2017-01-01
001 2016-01-01 ARAM CHAHBAZIAN
001 2015-01-01 DANNIELLE PARSLEY
001 2014-01-01 ARAM CHAHBAZIAN
001 2013-01-01 ARAM CHAHBAZIAN
001 2012-01-01 ARAM CHAHBAZIAN 2013-07-23
001 2011-01-01 ARAM CHAHBAZIAN 2012-07-23
001 2010-01-01 ARAM CHAHBAZIAN 2011-09-29 ARAM CHAHBAZIAN 2011-09-29

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	2021-01-01
001	2020-01-01	ARAM CHAHBAZIAN	2021-10-06
001	2019-01-01
001	2018-01-01	ARAM CHAHBAZIAN	2019-10-13
001	2017-01-01
001	2016-01-01	ARAM CHAHBAZIAN
001	2015-01-01	DANNIELLE PARSLEY
001	2014-01-01	ARAM CHAHBAZIAN
001	2013-01-01	ARAM CHAHBAZIAN
001	2012-01-01	ARAM CHAHBAZIAN	2013-07-23
001	2011-01-01	ARAM CHAHBAZIAN	2012-07-23
001	2010-01-01	ARAM CHAHBAZIAN	2011-09-29	ARAM CHAHBAZIAN	2011-09-29

Plan Statistics for THOMAS P. COX ARCHITECTS, INC 401(K) PLAN

401k plan membership statisitcs for THOMAS P. COX ARCHITECTS, INC 401(K) PLAN

Measure Date Value
2022: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 105
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 32
Total of all active and inactive participants 2022-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 137
Number of participants with account balances 2022-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 83
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 38
Total of all active and inactive participants 2021-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 121
Number of participants with account balances 2021-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 87
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 38
Total of all active and inactive participants 2020-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 126
Number of participants with account balances 2020-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 85
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 35
Total of all active and inactive participants 2019-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 121
Number of participants with account balances 2019-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 71
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 37
Total of all active and inactive participants 2018-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 111
Number of participants with account balances 2018-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2017: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 82
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 40
Total of all active and inactive participants 2017-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 125
Number of participants with account balances 2017-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 16
2016: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 107
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 27
Total of all active and inactive participants 2016-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 136
Number of participants with account balances 2016-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 17
2015: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 105
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 50
Total of all active and inactive participants 2015-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 155
Number of participants with account balances 2015-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 11
2014: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 105
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 55
Total of all active and inactive participants 2014-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 160
Number of participants with account balances 2014-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 10
2013: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 89
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 43
Total of all active and inactive participants 2013-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 132
Number of participants with account balances 2013-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 29

Measure	Date	Value
2022: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	105
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	32
Total of all active and inactive participants	2022-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	137
Number of participants with account balances	2022-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	83
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	38
Total of all active and inactive participants	2021-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	121
Number of participants with account balances	2021-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	87
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	38
Total of all active and inactive participants	2020-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	126
Number of participants with account balances	2020-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	85
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	35
Total of all active and inactive participants	2019-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	121
Number of participants with account balances	2019-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	71
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	37
Total of all active and inactive participants	2018-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	111
Number of participants with account balances	2018-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2017: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	82
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	40
Total of all active and inactive participants	2017-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	125
Number of participants with account balances	2017-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	16
2016: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	107
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	27
Total of all active and inactive participants	2016-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	136
Number of participants with account balances	2016-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	17
2015: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	105
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	50
Total of all active and inactive participants	2015-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	155
Number of participants with account balances	2015-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	11
2014: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	105
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	55
Total of all active and inactive participants	2014-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	160
Number of participants with account balances	2014-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	10
2013: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	89
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	43
Total of all active and inactive participants	2013-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	132
Number of participants with account balances	2013-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	29

Financial Data on THOMAS P. COX ARCHITECTS, INC 401(K) PLAN

Measure	Date	Value
2022 : THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$28,175
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$996,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$888,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,300,804
Value of total assets at end of year	2022-12-31	$14,257,933
Value of total assets at beginning of year	2022-12-31	$15,226,264
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$107,560
Total interest from all sources	2022-12-31	$906
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$324,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$324,708
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,218,096
Participant contributions at end of year	2022-12-31	$41,616
Participant contributions at beginning of year	2022-12-31	$0
Participant contributions at end of year	2022-12-31	$71,219
Participant contributions at beginning of year	2022-12-31	$56,582
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$1,177,853
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$1,128,912
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$789,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-968,331
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$14,257,933
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,226,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$61,019
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$12,954,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$14,030,696
Interest on participant loans	2022-12-31	$906
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,598,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$293,118
Employer contributions (assets) at end of year	2022-12-31	$12,509
Employer contributions (assets) at beginning of year	2022-12-31	$10,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$888,946
Contract administrator fees	2022-12-31	$46,541
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2022-12-31	043499945
2021 : THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,440,526
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,167,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,021,727
Expenses. Certain deemed distributions of participant loans	2021-12-31	$34,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,236,868
Value of total assets at end of year	2021-12-31	$15,214,164
Value of total assets at beginning of year	2021-12-31	$12,940,786
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$111,008
Total interest from all sources	2021-12-31	$144
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$311,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$311,213
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,025,305
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$47,545
Participant contributions at end of year	2021-12-31	$54,556
Participant contributions at beginning of year	2021-12-31	$58,602
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$1,128,912
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$1,133,120
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$103,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,273,378
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,214,164
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,940,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$82,348
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$14,030,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,701,519
Interest on participant loans	2021-12-31	$144
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,892,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$107,716
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,021,727
Contract administrator fees	2021-12-31	$28,660
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2021-12-31	043499945
2020 : THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,587,280
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$247,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$159,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,094,342
Value of total assets at end of year	2020-12-31	$12,940,786
Value of total assets at beginning of year	2020-12-31	$10,600,727
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$87,400
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$191,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$191,478
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$934,307
Participant contributions at end of year	2020-12-31	$47,545
Participant contributions at beginning of year	2020-12-31	$52,198
Participant contributions at end of year	2020-12-31	$58,602
Participant contributions at beginning of year	2020-12-31	$79,745
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$1,133,120
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$242,691
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$14,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,340,059
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,940,786
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,600,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$63,327
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,701,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,216,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,301,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$145,776
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$9,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$159,821
Contract administrator fees	2020-12-31	$24,073
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2020-12-31	043499945
2019 : THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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	$2,904,846
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$418,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$332,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,115,165
Value of total assets at end of year	2019-12-31	$10,600,727
Value of total assets at beginning of year	2019-12-31	$8,114,377
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$85,497
Total interest from all sources	2019-12-31	$3,445
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$248,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$248,652
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$878,631
Participant contributions at end of year	2019-12-31	$52,198
Participant contributions at beginning of year	2019-12-31	$33,915
Participant contributions at end of year	2019-12-31	$79,745
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$242,691
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$8,998
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
Value of net income/loss	2019-12-31	$2,486,350
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,600,727
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,114,377
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	$47,756
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,216,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,954,652
Interest on participant loans	2019-12-31	$3,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$125,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$125,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,537,584
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	$227,536
Employer contributions (assets) at end of year	2019-12-31	$9,829
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	$332,999
Contract administrator fees	2019-12-31	$37,741
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2019-12-31	043499945
2018 : THOMAS P. COX ARCHITECTS, INC 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	$318,770
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$575,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$496,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$973,597
Value of total assets at end of year	2018-12-31	$8,114,377
Value of total assets at beginning of year	2018-12-31	$8,370,942
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$79,243
Total interest from all sources	2018-12-31	$1,435
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$270,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$270,571
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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	$777,911
Participant contributions at end of year	2018-12-31	$33,915
Participant contributions at beginning of year	2018-12-31	$48,149
Administrative expenses (other) incurred	2018-12-31	$15,572
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	$-256,565
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,114,377
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,370,942
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	$59,611
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,954,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,049,043
Interest on participant loans	2018-12-31	$1,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$125,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$273,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$273,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-926,833
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	$195,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$496,092
Contract administrator fees	2018-12-31	$4,060
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2018-12-31	043499945
2017 : THOMAS P. COX ARCHITECTS, INC 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	$0
Total income from all sources (including contributions)	2017-12-31	$2,208,394
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$824,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$751,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,160,218
Value of total assets at end of year	2017-12-31	$8,370,942
Value of total assets at beginning of year	2017-12-31	$6,987,432
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$73,092
Total interest from all sources	2017-12-31	$2,059
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$223,638
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$223,638
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$825,639
Participant contributions at end of year	2017-12-31	$48,149
Participant contributions at beginning of year	2017-12-31	$29,623
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$85,754
Administrative expenses (other) incurred	2017-12-31	$1,246
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	$1,383,510
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,370,942
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,987,432
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
Investment advisory and management fees	2017-12-31	$52,582
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$8,049,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,642,387
Interest on participant loans	2017-12-31	$2,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$273,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$315,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$315,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$822,479
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	$248,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$751,792
Contract administrator fees	2017-12-31	$19,264
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2017-12-31	043499945
2016 : THOMAS P. COX ARCHITECTS, INC 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,970,992
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$522,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$466,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,293,589
Value of total assets at end of year	2016-12-31	$6,987,432
Value of total assets at beginning of year	2016-12-31	$5,538,834
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$55,786
Total interest from all sources	2016-12-31	$1,293
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$171,289
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$171,289
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$940,928
Participant contributions at end of year	2016-12-31	$29,623
Participant contributions at beginning of year	2016-12-31	$25,264
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$98,168
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$75,322
Other income not declared elsewhere	2016-12-31	$51
Administrative expenses (other) incurred	2016-12-31	$2,026
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	$1,448,598
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,987,432
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,538,834
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
Investment advisory and management fees	2016-12-31	$36,760
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,642,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,260,537
Interest on participant loans	2016-12-31	$1,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$315,422
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$143,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$143,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$504,770
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	$277,339
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$11,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$466,608
Contract administrator fees	2016-12-31	$17,000
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2016-12-31	043499945
2015 : THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,193,999
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$235,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$209,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,380,904
Value of total assets at end of year	2015-12-31	$5,538,834
Value of total assets at beginning of year	2015-12-31	$4,580,089
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$25,756
Total interest from all sources	2015-12-31	$118
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$22,481
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$858,619
Participant contributions at end of year	2015-12-31	$25,264
Participant contributions at beginning of year	2015-12-31	$19,117
Participant contributions at end of year	2015-12-31	$98,168
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$334,257
Administrative expenses (other) incurred	2015-12-31	$3,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$958,745
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,538,834
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,580,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,260,537
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,416,887
Interest on participant loans	2015-12-31	$118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$143,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$144,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-187,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$188,028
Employer contributions (assets) at end of year	2015-12-31	$11,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$209,498
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2015-12-31	043499945
2014 : THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$968,736
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$374,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$351,619
Expenses. Certain deemed distributions of participant loans	2014-12-31	$307
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$717,822
Value of total assets at end of year	2014-12-31	$4,580,089
Value of total assets at beginning of year	2014-12-31	$3,985,967
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$22,688
Total interest from all sources	2014-12-31	$5,857
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$300,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$534,949
Participant contributions at end of year	2014-12-31	$19,117
Participant contributions at beginning of year	2014-12-31	$32,335
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$54,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$594,122
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,580,089
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,985,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,416,887
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,845,144
Interest on participant loans	2014-12-31	$923
Interest earned on other investments	2014-12-31	$4,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$144,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$108,488
Net investment gain/loss from pooled separate accounts	2014-12-31	$245,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$128,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$351,619
Contract administrator fees	2014-12-31	$22,688
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BRIGANTE,CAMERON,WATTERS&STRONG LLP
Accountancy firm EIN	2014-12-31	954534578
2013 : THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,381,705
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$185,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$167,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$795,110
Value of total assets at end of year	2013-12-31	$3,985,967
Value of total assets at beginning of year	2013-12-31	$2,789,272
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$17,813
Total interest from all sources	2013-12-31	$4,161
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$300,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$565,859
Participant contributions at end of year	2013-12-31	$32,335
Participant contributions at beginning of year	2013-12-31	$30,722
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$100,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,196,695
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,985,967
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,789,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$17,573
Value of interest in pooled separate accounts at end of year	2013-12-31	$3,845,144
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,707,162
Interest on participant loans	2013-12-31	$900
Interest earned on other investments	2013-12-31	$3,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$108,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$51,388
Net investment gain/loss from pooled separate accounts	2013-12-31	$582,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$128,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$167,197
Contract administrator fees	2013-12-31	$240
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BRIGANTE,CAMERON,WATTERS&STRONG LLP
Accountancy firm EIN	2013-12-31	954534578

Form 5500 Responses for THOMAS P. COX ARCHITECTS, INC 401(K) PLAN

2022: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	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: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	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: THOMAS P. COX ARCHITECTS, INC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	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: THOMAS P. COX ARCHITECTS, INC 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THOMAS P. COX ARCHITECTS, INC 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THOMAS P. COX ARCHITECTS, INC 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: THOMAS P. COX ARCHITECTS, INC 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
2015: THOMAS P. COX ARCHITECTS, INC 401(K) 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THOMAS P. COX ARCHITECTS, INC 401(K) 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
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THOMAS P. COX ARCHITECTS, INC 401(K) 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
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP63406

Policy instance

Insurance contract or identification number	GP63406
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
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?	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP63406

Policy instance

Insurance contract or identification number	GP63406
Number of Individuals Covered	144
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $8,280
Total amount of fees paid to insurance company	USD $2,624
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?	No
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 $8,280
Amount paid for insurance broker fees	2624
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE
Insurance broker organization code?	4
Insurance broker name	UNITED PLANNERS FIN SVCS OF AM

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP63406

Policy instance

Insurance contract or identification number	GP63406
Number of Individuals Covered	131
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $4,679
Total amount of fees paid to insurance company	USD $1,488
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?	No
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 $4,679
Amount paid for insurance broker fees	1488
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE
Insurance broker organization code?	4
Insurance broker name	UNITED PLANNERS FIN SVCS OF AM

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Company Name:	TCA ARCHITECTS, INC.
Employer identification number (EIN):	931170091
NAIC Classification:	541310
NAIC Description:	Architectural Services