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BAY AREA MECHANICAL AND ENGINEERING DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameBAY AREA MECHANICAL AND ENGINEERING DEFINED BENEFIT PENSION PLAN
Plan identification number 002

BAY AREA MECHANICAL AND ENGINEERING DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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 DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01BARBARA BERZIN2023-03-30 BARBARA BERZIN2023-03-30
0022020-07-01
0022019-07-01
0022018-07-01
0022018-07-01
0022017-07-01
0022016-07-01
0022015-07-01

Plan Statistics for BAY AREA MECHANICAL AND ENGINEERING DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for BAY AREA MECHANICAL AND ENGINEERING DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: BAY AREA MECHANICAL AND ENGINEERING DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-06-301,969,828
Acturial value of plan assets2022-06-301,969,828
Funding target for retired participants and beneficiaries receiving payment2022-06-300
Number of terminated vested participants2022-06-302
Fundng target for terminated vested participants2022-06-301,331
Active participant vested funding target2022-06-301,314,326
Number of active participants2022-06-303
Total funding liabilities for active participants2022-06-301,314,476
Total participant count2022-06-305
Total funding target for all participants2022-06-301,315,807
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-30271,516
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-30271,516
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-30100,000
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-3096,641
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30246,356
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-3096,641
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: BAY AREA MECHANICAL AND ENGINEERING DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-06-301,982,816
Acturial value of plan assets2021-06-301,982,816
Funding target for retired participants and beneficiaries receiving payment2021-06-300
Number of terminated vested participants2021-06-302
Fundng target for terminated vested participants2021-06-301,200
Active participant vested funding target2021-06-30909,765
Number of active participants2021-06-303
Total funding liabilities for active participants2021-06-301,137,392
Total participant count2021-06-305
Total funding target for all participants2021-06-301,138,592
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-30486,326
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-30486,326
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-30280,000
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30271,516
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30147,126
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-30271,516
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: BAY AREA MECHANICAL AND ENGINEERING DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-06-301,201,224
Acturial value of plan assets2020-06-301,201,224
Funding target for retired participants and beneficiaries receiving payment2020-06-300
Number of terminated vested participants2020-06-301
Fundng target for terminated vested participants2020-06-30313
Active participant vested funding target2020-06-30486,604
Number of active participants2020-06-304
Total funding liabilities for active participants2020-06-30811,358
Total participant count2020-06-305
Total funding target for all participants2020-06-30811,671
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-30363,912
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-30363,912
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-30500,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30486,326
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30313,499
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Waived amount of outstanding balance2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-300
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-30486,326
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: BAY AREA MECHANICAL AND ENGINEERING DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-06-30819,163
Acturial value of plan assets2019-06-30819,163
Funding target for retired participants and beneficiaries receiving payment2019-06-300
Number of terminated vested participants2019-06-301
Fundng target for terminated vested participants2019-06-30278
Active participant vested funding target2019-06-30224,004
Number of active participants2019-06-304
Total funding liabilities for active participants2019-06-30560,142
Total participant count2019-06-305
Total funding target for all participants2019-06-30560,420
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-30276,088
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-30276,088
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-30372,270
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30363,912
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30201,661
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-30363,912
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: BAY AREA MECHANICAL AND ENGINEERING DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-06-30459,122
Acturial value of plan assets2018-06-30459,122
Funding target for retired participants and beneficiaries receiving payment2018-06-300
Number of terminated vested participants2018-06-301
Fundng target for terminated vested participants2018-06-300
Active participant vested funding target2018-06-3068,751
Number of active participants2018-06-304
Total funding liabilities for active participants2018-06-30343,754
Total participant count2018-06-305
Total funding target for all participants2018-06-30343,754
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-30101,633
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-30101,633
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-30341,095
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30333,003
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30172,283
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-3056,915
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-3056,915
Contributions allocatedtoward minimum required contributions for current year2018-06-30333,003
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: BAY AREA MECHANICAL AND ENGINEERING DEFINED BENEFIT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-013
Total number of active participants reported on line 7a of the Form 55002017-07-014
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-011
Total of all active and inactive participants2017-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-011
Market value of plan assets2017-06-30183,077
Acturial value of plan assets2017-06-30183,077
Funding target for retired participants and beneficiaries receiving payment2017-06-300
Number of terminated vested participants2017-06-300
Fundng target for terminated vested participants2017-06-300
Active participant vested funding target2017-06-300
Number of active participants2017-06-303
Total funding liabilities for active participants2017-06-30163,585
Total participant count2017-06-303
Total funding target for all participants2017-06-30163,585
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-3018,617
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3018,617
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-30260,901
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30246,007
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30163,866
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-30144,374
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-30144,374
Contributions allocatedtoward minimum required contributions for current year2017-06-30246,007
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: BAY AREA MECHANICAL AND ENGINEERING DEFINED BENEFIT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-012
Total number of active participants reported on line 7a of the Form 55002016-07-013
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: BAY AREA MECHANICAL AND ENGINEERING DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-013
Total number of active participants reported on line 7a of the Form 55002015-07-012
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-011

Financial Data on BAY AREA MECHANICAL AND ENGINEERING DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018 : BAY AREA MECHANICAL AND ENGINEERING DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Total plan liabilities at end of year2018-06-30$0
Total plan liabilities at beginning of year2018-06-30$0
Total income from all sources2018-06-30$360,575
Expenses. Total of all expenses incurred2018-06-30$4,336
Total plan assets at end of year2018-06-30$800,217
Total plan assets at beginning of year2018-06-30$443,978
Other income received2018-06-30$19,480
Net income (gross income less expenses)2018-06-30$356,239
Net plan assets at end of year (total assets less liabilities)2018-06-30$800,217
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$443,978
Total contributions received or receivable from employer(s)2018-06-30$341,095
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$4,336
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
2017 : BAY AREA MECHANICAL AND ENGINEERING DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year2017-06-30$0
Total plan liabilities at beginning of year2017-06-30$0
Total income from all sources2017-06-30$264,840
Expenses. Total of all expenses incurred2017-06-30$627
Total plan assets at end of year2017-06-30$443,978
Total plan assets at beginning of year2017-06-30$179,765
Other income received2017-06-30$3,939
Net income (gross income less expenses)2017-06-30$264,213
Net plan assets at end of year (total assets less liabilities)2017-06-30$443,978
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$179,765
Total contributions received or receivable from employer(s)2017-06-30$260,901
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$627
2016 : BAY AREA MECHANICAL AND ENGINEERING DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-06-30$0
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$179,765
Expenses. Total of all expenses incurred2016-06-30$0
Benefits paid (including direct rollovers)2016-06-30$0
Total plan assets at end of year2016-06-30$179,765
Total plan assets at beginning of year2016-06-30$0
Total contributions received or receivable from participants2016-06-30$0
Expenses. Other expenses not covered elsewhere2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$0
Noncash contributions received2016-06-30$0
Net income (gross income less expenses)2016-06-30$179,765
Net plan assets at end of year (total assets less liabilities)2016-06-30$179,765
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$0
Total contributions received or receivable from employer(s)2016-06-30$179,765
Value of certain deemed distributions of participant loans2016-06-30$0
Value of corrective distributions2016-06-30$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 securities2016-06-30$0

Form 5500 Responses for BAY AREA MECHANICAL AND ENGINEERING DEFINED BENEFIT PENSION PLAN

2017: BAY AREA MECHANICAL AND ENGINEERING DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: BAY AREA MECHANICAL AND ENGINEERING DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: BAY AREA MECHANICAL AND ENGINEERING DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01First time form 5500 has been submittedYes
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes

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