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Plan Name | EXPONENT PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | REMBERT R HOFFMANN | 2023-07-27 | ||
002 | 2021-01-01 | REMBERT R HOFFMANN | 2022-10-04 | ||
002 | 2020-01-01 | REMBERT R HOFFMANN | 2021-07-28 |
Measure | Date | Value |
---|---|---|
2022: EXPONENT PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 16 |
Total of all active and inactive participants | 2022-01-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 72 |
Number of participants with account balances | 2022-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 18 |
2021: EXPONENT PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 64 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 7 |
Total of all active and inactive participants | 2021-01-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 71 |
Number of participants with account balances | 2021-01-01 | 71 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 12 |
2020: EXPONENT PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 49 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 51 |
Number of participants with account balances | 2020-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 10 |
Measure | Date | Value |
---|---|---|
2022 : EXPONENT PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Total income from all sources | 2022-12-31 | $119,707 |
Expenses. Total of all expenses incurred | 2022-12-31 | $15,630 |
Benefits paid (including direct rollovers) | 2022-12-31 | $15,630 |
Total plan assets at end of year | 2022-12-31 | $940,354 |
Total plan assets at beginning of year | 2022-12-31 | $836,277 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Other income received | 2022-12-31 | $-35,009 |
Net income (gross income less expenses) | 2022-12-31 | $104,077 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $940,354 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $836,277 |
Assets. Value of employer securities | 2022-12-31 | $108,534 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $154,716 |
2021 : EXPONENT PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Total income from all sources | 2021-12-31 | $144,524 |
Expenses. Total of all expenses incurred | 2021-12-31 | $8,247 |
Benefits paid (including direct rollovers) | 2021-12-31 | $8,247 |
Total plan assets at end of year | 2021-12-31 | $836,277 |
Total plan assets at beginning of year | 2021-12-31 | $700,000 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Other income received | 2021-12-31 | $281 |
Net income (gross income less expenses) | 2021-12-31 | $136,277 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $836,277 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $700,000 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $144,243 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : EXPONENT PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Total income from all sources | 2020-12-31 | $700,000 |
Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $700,000 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Net income (gross income less expenses) | 2020-12-31 | $700,000 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $700,000 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $700,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2022: EXPONENT PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: EXPONENT PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: EXPONENT PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | First time form 5500 has been submitted | Yes |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |