401k Plan data: BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN plan

BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN 401k Plan overview

Plan Name	BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN
Plan identification number	001

BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

BAY AREA MECHANICAL AND ENGINEERING, INC. has sponsored the creation of one or more 401k plans.

Company Name: BAY AREA MECHANICAL AND ENGINEERING, INC.

Employer identification number (EIN): 942661632

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01 BARBARA BERZIN 2023-01-17
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01

Plan Statistics for BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN

401k plan membership statisitcs for BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN

Measure Date Value
2017: BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 4
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 1
Total of all active and inactive participants 2017-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 5
Number of participants with account balances 2017-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 1
2016: BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 3
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 3
Number of participants with account balances 2016-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 2
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 2
Number of participants with account balances 2015-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 1
2014: BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 3
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 3
Number of participants with account balances 2014-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0

Measure	Date	Value
2017: BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	4
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	1
Total of all active and inactive participants	2017-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	5
Number of participants with account balances	2017-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	1
2016: BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	3
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	3
Number of participants with account balances	2016-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	2
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	2
Number of participants with account balances	2015-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	1
2014: BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	3
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	3
Number of participants with account balances	2014-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0

Financial Data on BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN

Measure	Date	Value
2018 : BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-06-30	$0
Total plan liabilities at beginning of year	2018-06-30	$0
Total income from all sources	2018-06-30	$70,790
Expenses. Total of all expenses incurred	2018-06-30	$1,402
Total plan assets at end of year	2018-06-30	$211,162
Total plan assets at beginning of year	2018-06-30	$141,774
Other income received	2018-06-30	$10,297
Net income (gross income less expenses)	2018-06-30	$69,388
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$211,162
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$141,774
Total contributions received or receivable from employer(s)	2018-06-30	$60,493
Expenses. Administrative service providers (salaries,fees and commissions)	2018-06-30	$1,402
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
2017 : BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-06-30	$0
Total plan liabilities at beginning of year	2017-06-30	$0
Total income from all sources	2017-06-30	$26,476
Expenses. Total of all expenses incurred	2017-06-30	$3,868
Benefits paid (including direct rollovers)	2017-06-30	$2,227
Total plan assets at end of year	2017-06-30	$141,774
Total plan assets at beginning of year	2017-06-30	$119,166
Other income received	2017-06-30	$5,915
Net income (gross income less expenses)	2017-06-30	$22,608
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$141,774
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$119,166
Total contributions received or receivable from employer(s)	2017-06-30	$20,561
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$1,641
2016 : BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-06-30	$0
Total plan liabilities at end of year	2016-06-30	$0
Total plan liabilities at beginning of year	2016-06-30	$0
Total income from all sources	2016-06-30	$1,176
Expenses. Total of all expenses incurred	2016-06-30	$3,639
Benefits paid (including direct rollovers)	2016-06-30	$3,639
Total plan assets at end of year	2016-06-30	$119,166
Total plan assets at beginning of year	2016-06-30	$121,629
Total contributions received or receivable from participants	2016-06-30	$1,172
Expenses. Other expenses not covered elsewhere	2016-06-30	$0
Contributions received from other sources (not participants or employers)	2016-06-30	$0
Other income received	2016-06-30	$4
Noncash contributions received	2016-06-30	$0
Net income (gross income less expenses)	2016-06-30	$-2,463
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$119,166
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$121,629
Total contributions received or receivable from employer(s)	2016-06-30	$0
Value of certain deemed distributions of participant loans	2016-06-30	$0
Value of corrective distributions	2016-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-06-30	$0
Total plan liabilities at end of year	2015-06-30	$0
Total plan liabilities at beginning of year	2015-06-30	$0
Total income from all sources	2015-06-30	$121,629
Expenses. Total of all expenses incurred	2015-06-30	$0
Benefits paid (including direct rollovers)	2015-06-30	$0
Total plan assets at end of year	2015-06-30	$121,629
Total plan assets at beginning of year	2015-06-30	$0
Total contributions received or receivable from participants	2015-06-30	$48,000
Expenses. Other expenses not covered elsewhere	2015-06-30	$0
Contributions received from other sources (not participants or employers)	2015-06-30	$0
Other income received	2015-06-30	$0
Noncash contributions received	2015-06-30	$0
Net income (gross income less expenses)	2015-06-30	$121,629
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$121,629
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$0
Total contributions received or receivable from employer(s)	2015-06-30	$73,629
Value of certain deemed distributions of participant loans	2015-06-30	$0
Value of corrective distributions	2015-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0

Form 5500 Responses for BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN

2017: BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: BAY AREA MECHANICAL AND ENGINEERING PROFIT SHARING/401(K) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	First time form 5500 has been submitted	Yes
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BAY AREA MECHANICAL AND ENGINEERING, INC.
Employer identification number (EIN):	942661632
NAIC Classification:	541330
NAIC Description:	Engineering Services

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-07-01
001	2021-07-01	BARBARA BERZIN	2023-01-17
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01
001	2016-07-01
001	2015-07-01
001	2014-07-01