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EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameEXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined 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.
  • 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.

401k Sponsoring company profile

EXPONENT PARTNERS has sponsored the creation of one or more 401k plans.

Company Name:EXPONENT PARTNERS
Employer identification number (EIN):202515856
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Additional information about EXPONENT PARTNERS

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2005-01-18
Company Identification Number: C2630364
Legal Registered Office Address: 720 Market St Fl 6

San Francisco
United States of America (USA)
94102-2510

More information about EXPONENT PARTNERS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL HASSID
0012016-01-01MICHAEL HASSID2017-07-13
0012015-01-01MICHAEL HASSID2016-07-28
0012014-01-01REMBERT R HOFFMANN2015-07-22
0012013-01-01REM HOFFMANN2014-07-28
0012012-01-01EXPONENT PARTNERS2013-07-25
0012011-01-01EXPONENT PARTNERS2012-07-30
0012010-01-01EXPONENT PARTNERS2011-07-27

Plan Statistics for EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022: EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0184
Total number of active participants reported on line 7a of the Form 55002022-01-0156
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0185
Number of participants with account balances2022-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0166
Total number of active participants reported on line 7a of the Form 55002021-01-0164
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0120
Total of all active and inactive participants2021-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0184
Number of participants with account balances2021-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0170
Total number of active participants reported on line 7a of the Form 55002020-01-0149
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0166
Number of participants with account balances2020-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0149
Total number of active participants reported on line 7a of the Form 55002019-01-0149
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0170
Number of participants with account balances2019-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0136
Total number of active participants reported on line 7a of the Form 55002018-01-0135
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0149
Number of participants with account balances2018-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0141
Total number of active participants reported on line 7a of the Form 55002017-01-0124
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0136
Number of participants with account balances2017-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022 : EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-194,041
Expenses. Total of all expenses incurred2022-12-31$398,490
Benefits paid (including direct rollovers)2022-12-31$397,684
Total plan assets at end of year2022-12-31$5,819,537
Total plan assets at beginning of year2022-12-31$6,412,068
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$778,997
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,270,188
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-592,531
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,819,537
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$6,412,068
Assets. Value of participant loans2022-12-31$67,605
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$297,150
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$806
2021 : EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,754,383
Expenses. Total of all expenses incurred2021-12-31$382,945
Benefits paid (including direct rollovers)2021-12-31$382,439
Total plan assets at end of year2021-12-31$6,412,068
Total plan assets at beginning of year2021-12-31$5,040,630
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$652,743
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$41,421
Other income received2021-12-31$791,300
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,371,438
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,412,068
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,040,630
Assets. Value of participant loans2021-12-31$114,839
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$268,919
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$506
2020 : EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,653,510
Expenses. Total of all expenses incurred2020-12-31$405,793
Benefits paid (including direct rollovers)2020-12-31$405,499
Total plan assets at end of year2020-12-31$5,040,630
Total plan assets at beginning of year2020-12-31$3,792,913
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$514,450
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$33,429
Other income received2020-12-31$824,763
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,247,717
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,040,630
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,792,913
Assets. Value of participant loans2020-12-31$91,684
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$280,868
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$294
2019 : EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,444,540
Expenses. Total of all expenses incurred2019-12-31$278,506
Benefits paid (including direct rollovers)2019-12-31$278,068
Total plan assets at end of year2019-12-31$3,792,913
Total plan assets at beginning of year2019-12-31$2,626,879
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$448,073
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$17,579
Other income received2019-12-31$672,416
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,166,034
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,792,913
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,626,879
Assets. Value of participant loans2019-12-31$96,546
Total contributions received or receivable from employer(s)2019-12-31$306,472
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$438
2018 : EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$689,955
Expenses. Total of all expenses incurred2018-12-31$337,024
Benefits paid (including direct rollovers)2018-12-31$336,905
Total plan assets at end of year2018-12-31$2,626,879
Total plan assets at beginning of year2018-12-31$2,273,948
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$347,249
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$281,252
Other income received2018-12-31$-169,971
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$352,931
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,626,879
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,273,948
Assets. Value of participant loans2018-12-31$57,659
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$231,425
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$119
2017 : EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$779,429
Expenses. Total of all expenses incurred2017-12-31$248,491
Benefits paid (including direct rollovers)2017-12-31$248,410
Total plan assets at end of year2017-12-31$2,273,948
Total plan assets at beginning of year2017-12-31$1,743,010
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$280,916
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$313,138
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$530,938
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,273,948
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,743,010
Assets. Value of participant loans2017-12-31$24,268
Total contributions received or receivable from employer(s)2017-12-31$185,375
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$81

Form 5500 Responses for EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST

2022: EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EXPONENT PARTNERS 401 K PROFIT SHARING PLAN TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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