SWBR ARCHITECTURE, ENGINEERING & LANDSCAPE ARCHITECTURE, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SWBR ARCHITECTURE, ENGINEERING & LANDSCAPE ARCHITECTURE, P.C. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for SWBR ARCHITECTURE, ENGINEERING & LANDSCAPE ARCHITECTURE, P.C. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : SWBR ARCHITECTURE, ENGINEERING & LANDSCAPE ARCHITECTURE, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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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 | $-2,708,816 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $151,247 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $120,813 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $15,119 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $985,923 |
Value of total assets at end of year | 2022-12-31 | $18,659,636 |
Value of total assets at beginning of year | 2022-12-31 | $21,519,699 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $15,315 |
Total interest from all sources | 2022-12-31 | $4,510 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $463,510 |
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 | $463,510 |
Administrative expenses professional fees incurred | 2022-12-31 | $15,315 |
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 | $847,951 |
Participant contributions at end of year | 2022-12-31 | $101,425 |
Participant contributions at beginning of year | 2022-12-31 | $107,023 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $20,077 |
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 | $-2,860,063 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $18,659,636 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $21,519,699 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $17,905,252 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $20,022,628 |
Interest on participant loans | 2022-12-31 | $4,510 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $535,064 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $519,366 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $5,910 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,162,759 |
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 | $117,895 |
Employer contributions (assets) at end of year | 2022-12-31 | $117,895 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $870,682 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $114,903 |
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 | DANNIBLE & MCKEE, LLP |
Accountancy firm EIN | 2022-12-31 | 330996661 |
2021 : SWBR ARCHITECTURE, ENGINEERING & LANDSCAPE ARCHITECTURE, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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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 | $4,648,750 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $340,989 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $325,894 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,723,941 |
Value of total assets at end of year | 2021-12-31 | $21,519,699 |
Value of total assets at beginning of year | 2021-12-31 | $17,211,938 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $15,095 |
Total interest from all sources | 2021-12-31 | $5,327 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $837,549 |
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 | $837,549 |
Administrative expenses professional fees incurred | 2021-12-31 | $15,095 |
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 | $853,259 |
Participant contributions at end of year | 2021-12-31 | $107,023 |
Participant contributions at beginning of year | 2021-12-31 | $103,501 |
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 | $4,307,761 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $21,519,699 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $17,211,938 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $20,022,628 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $16,499,585 |
Interest on participant loans | 2021-12-31 | $5,327 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $519,366 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $514,100 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $2,068 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,081,933 |
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 | $870,682 |
Employer contributions (assets) at end of year | 2021-12-31 | $870,682 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $94,752 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $323,826 |
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 | DANNIBLE & MCKEE, LLP |
Accountancy firm EIN | 2021-12-31 | 330996661 |