401k Plan data: S.W. COLE ENGINEERING 401(K) PROFIT SHARING PLAN plan

S.W. COLE ENGINEERING 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	S.W. COLE ENGINEERING 401(K) PROFIT SHARING PLAN
Plan identification number	001

S.W. COLE ENGINEERING 401(K) PROFIT SHARING 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
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

S.W. COLE ENGINEERING, INC. has sponsored the creation of one or more 401k plans.

Company Name: S.W. COLE ENGINEERING, INC.

Employer identification number (EIN): 010363633

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about S.W. COLE ENGINEERING, INC.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division

Incorporation Date: 2008-04-08

Company Identification Number: 85158

Legal Registered Office Address: 100 N MAIN ST STE 2

BARRE
United States of America (USA)
05641

More information about S.W. COLE ENGINEERING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S.W. COLE ENGINEERING 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 JASON RICHARD
001 2023-01-01 JASON RICHARD 2024-07-17
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 JASON G. RICHARD, TRUSTEE 2013-07-03 JASON G. RICHARD, TRUSTEE 2013-07-03
001 2011-01-01 JASON G. RICHARD, TRUSTEE 2012-05-02 JASON G. RICHARD, TRUSTEE 2012-05-02
001 2010-01-01 JASON RICHARD 2011-03-30 JASON RICHARD 2011-03-30
001 2007-01-01 JASON RICHARD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	JASON RICHARD
001	2023-01-01	JASON RICHARD	2024-07-17
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	JASON G. RICHARD, TRUSTEE	2013-07-03	JASON G. RICHARD, TRUSTEE	2013-07-03
001	2011-01-01	JASON G. RICHARD, TRUSTEE	2012-05-02	JASON G. RICHARD, TRUSTEE	2012-05-02
001	2010-01-01	JASON RICHARD	2011-03-30	JASON RICHARD	2011-03-30
001	2007-01-01	JASON RICHARD

Financial Data on S.W. COLE ENGINEERING 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2024 : S.W. COLE ENGINEERING 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-17	346296
Net assets as of the end of the plan year	2024-07-17	13370198
Total assets as of the beginning of the plan year	2024-07-17	11010477
Value of plan covered by a fidelity bond	2024-07-17	1101048
Participant contributions to plan in this plan year	2024-07-17	570051
Value of participant loans at end of plan year	2024-07-17	96658
Other contributions to plan in this plan year	2024-07-17	169671
Other income to plan in this plan year	2024-07-17	1587280
Plan net income in this plan year	2024-07-17	2359721
Net assets as of the end of the plan year	2024-07-17	13370198
Net assets as of the beginning of the plan year	2024-07-17	11010477
Employer contributions to plan in this plan year	2024-07-17	379015
Fees paid to broker by Benefit Provider	2024-07-17	708
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-17	39855

Form 5500 Responses for S.W. COLE ENGINEERING 401(K) PROFIT SHARING PLAN

2007: S.W. COLE ENGINEERING 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	S.W. COLE ENGINEERING, INC.
Employer identification number (EIN):	010363633
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	Vermont Secretary of State Corporations Division
Incorporation Date:	2008-04-08
Company Identification Number:	85158
Legal Registered Office Address:	100 N MAIN ST STE 2 BARRE United States of America (USA) 05641