401k Plan data: ENGINEERING PLANNING & MGMT, INC 401(K) PLAN plan

ENGINEERING PLANNING & MGMT, INC 401(K) PLAN 401k Plan overview

Plan Name	ENGINEERING PLANNING & MGMT, INC 401(K) PLAN
Plan identification number	001

ENGINEERING PLANNING & MGMT, 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.
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) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ENGINEERING PLANNING & MGMT, INC has sponsored the creation of one or more 401k plans.

Company Name: ENGINEERING PLANNING & MGMT, INC

Employer identification number (EIN): 042715320

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENGINEERING PLANNING & MGMT, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 LESLEY LEONARD 2024-06-03
001 2022-01-01 LESLEY LEONARD 2023-05-31
001 2021-01-01 LESLEY LEONARD 2022-07-24
001 2020-01-01 LESLEY LEONARD 2021-06-10
001 2019-01-01 LESLEY LEONARD 2020-06-30
001 2018-01-01 LESLEY LEONARD 2019-06-04
001 2017-01-01 LESLEY LEONARD 2018-07-19
001 2016-01-01 JOSEPH HARTNETT 2017-06-07
001 2015-01-01 JOSEPH HARTNETT 2016-06-02
001 2013-01-01 DEVEN DANGELI 2014-07-28
001 2012-01-01 DEVEN DANGELI 2013-07-09
001 2011-01-01 DEVEN DANGELI 2012-06-19
001 2010-01-01 DEVEN DANGELI 2011-06-28
001 2009-01-01 JUDY A LARSON JUDY A LARSON 2010-07-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	LESLEY LEONARD	2024-06-03
001	2022-01-01	LESLEY LEONARD	2023-05-31
001	2021-01-01	LESLEY LEONARD	2022-07-24
001	2020-01-01	LESLEY LEONARD	2021-06-10
001	2019-01-01	LESLEY LEONARD	2020-06-30
001	2018-01-01	LESLEY LEONARD	2019-06-04
001	2017-01-01	LESLEY LEONARD	2018-07-19
001	2016-01-01	JOSEPH HARTNETT	2017-06-07
001	2015-01-01	JOSEPH HARTNETT	2016-06-02
001	2013-01-01	DEVEN DANGELI	2014-07-28
001	2012-01-01	DEVEN DANGELI	2013-07-09
001	2011-01-01	DEVEN DANGELI	2012-06-19
001	2010-01-01	DEVEN DANGELI	2011-06-28
001	2009-01-01	JUDY A LARSON		JUDY A LARSON	2010-07-16

Plan Statistics for ENGINEERING PLANNING & MGMT, INC 401(K) PLAN

401k plan membership statisitcs for ENGINEERING PLANNING & MGMT, INC 401(K) PLAN

Measure Date Value
2025: ENGINEERING PLANNING & MGMT, INC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-06 70
Total number of particpants at end of year 2025-06-06 67
Number of Participants With Account Balances 2025-06-06 65
2024: ENGINEERING PLANNING & MGMT, INC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-06-03 68
Total number of particpants at end of year 2024-06-03 69
Number of Participants With Account Balances 2024-06-03 69
2022: ENGINEERING PLANNING & MGMT, INC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-07-24 80
Total number of particpants at end of year 2022-07-24 69
Number of Participants With Account Balances 2022-07-24 67
2009: ENGINEERING PLANNING & MGMT, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 75
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 86
Number of participants with account balances 2009-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: ENGINEERING PLANNING & MGMT, INC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-06	70
Total number of particpants at end of year	2025-06-06	67
Number of Participants With Account Balances	2025-06-06	65
2024: ENGINEERING PLANNING & MGMT, INC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-06-03	68
Total number of particpants at end of year	2024-06-03	69
Number of Participants With Account Balances	2024-06-03	69
2022: ENGINEERING PLANNING & MGMT, INC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-07-24	80
Total number of particpants at end of year	2022-07-24	69
Number of Participants With Account Balances	2022-07-24	67
2009: ENGINEERING PLANNING & MGMT, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	75
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	86
Number of participants with account balances	2009-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ENGINEERING PLANNING & MGMT, INC 401(K) PLAN

Measure	Date	Value
2025 : ENGINEERING PLANNING & MGMT, INC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-06	2547935
Net assets as of the end of the plan year	2025-06-06	20746105
Total assets as of the beginning of the plan year	2025-06-06	19618821
Value of plan covered by a fidelity bond	2025-06-06	500000
Participant contributions to plan in this plan year	2025-06-06	716888
Value of participant loans at end of plan year	2025-06-06	58778
Other contributions to plan in this plan year	2025-06-06	25228
Other income to plan in this plan year	2025-06-06	2714591
Plan net income in this plan year	2025-06-06	1127284
Net assets as of the end of the plan year	2025-06-06	20746105
Net assets as of the beginning of the plan year	2025-06-06	19618821
Employer contributions to plan in this plan year	2025-06-06	218512
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-06	35840
2024 : ENGINEERING PLANNING & MGMT, INC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-03	178404
Net assets as of the end of the plan year	2024-06-03	19618821
Total assets as of the beginning of the plan year	2024-06-03	16238143
Value of plan covered by a fidelity bond	2024-06-03	500000
Participant contributions to plan in this plan year	2024-06-03	645911
Value of participant loans at end of plan year	2024-06-03	19568
Other income to plan in this plan year	2024-06-03	2708041
Plan net income in this plan year	2024-06-03	3380678
Net assets as of the end of the plan year	2024-06-03	19618821
Net assets as of the beginning of the plan year	2024-06-03	16238143
Employer contributions to plan in this plan year	2024-06-03	205130
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-03	26436
2022 : ENGINEERING PLANNING & MGMT, INC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-07-24	2189337
Net assets as of the end of the plan year	2022-07-24	19411388
Total assets as of the beginning of the plan year	2022-07-24	17907870
Value of plan covered by a fidelity bond	2022-07-24	500000
Participant contributions to plan in this plan year	2022-07-24	622854
Value of participant loans at end of plan year	2022-07-24	57660
Other income to plan in this plan year	2022-07-24	2861059
Plan net income in this plan year	2022-07-24	1503518
Net assets as of the end of the plan year	2022-07-24	19411388
Net assets as of the beginning of the plan year	2022-07-24	17907870
Employer contributions to plan in this plan year	2022-07-24	208942
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-24	35436
2009 : ENGINEERING PLANNING & MGMT, INC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ENGINEERING PLANNING & MGMT, INC 401(K) PLAN

2009: ENGINEERING PLANNING & MGMT, INC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ENGINEERING PLANNING & MGMT, INC
Employer identification number (EIN):	042715320
NAIC Classification:	541330
NAIC Description:	Engineering Services