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EUSTIS ENGINEERING SERVICES, LLC 401k Plan overview

Plan NameEUSTIS ENGINEERING SERVICES, LLC
Plan identification number 001

EUSTIS ENGINEERING SERVICES, LLC Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

EUSTIS ENGINEERING SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:EUSTIS ENGINEERING SERVICES, LLC
Employer identification number (EIN):205462945
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EUSTIS ENGINEERING SERVICES, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JENNIFER ROME2024-08-05
0012022-01-01JENNIFER ROME2023-07-19 JENNIFER ROME2023-07-19
0012021-01-01JENNIFER ROME2022-07-28 JENNIFER ROME2022-07-28
0012020-01-01JENNIFER ROME2021-06-28 JENNIFER ROME2021-06-28
0012019-01-01JENNIFER ROME2020-08-28 JENNIFER ROME2020-08-28
0012018-01-01JENNIFER ROME2019-08-02 JENNIFER ROME2019-08-02
0012017-01-01JENNIFER ROME2018-09-28 JENNIFER ROME2018-09-28
0012016-01-01JENNIFER B ROME2017-09-14 JENNIFER B ROME2017-09-14
0012015-01-01JENNIFER ROME JENNIFER ROME2016-10-14
0012014-01-01JENNIFER ROME JENNIFER ROME2015-07-07
0012013-01-01JENNIFER B ROME JENNIFER B ROME2014-07-30
0012012-01-01JENNIFER ROME

Financial Data on EUSTIS ENGINEERING SERVICES, LLC

Measure Date Value
2025 : EUSTIS ENGINEERING SERVICES, LLC 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-290
Total liabilities as of the end of the plan year2025-08-290
Total liabilities as of the beginning of the plan year2025-08-290
Total expenses incurred by plan in this plan year2025-08-29132943
Net assets as of the end of the plan year2025-08-2913920651
Total assets as of the beginning of the plan year2025-08-2911201252
Value of plan covered by a fidelity bond2025-08-291000000
Participant contributions to plan in this plan year2025-08-29450238
Value of participant loans at end of plan year2025-08-2946116
Other expenses paid from plan in this plan year2025-08-290
Other contributions to plan in this plan year2025-08-2973239
Other income to plan in this plan year2025-08-292089242
Plan net income in this plan year2025-08-292719399
Net assets as of the end of the plan year2025-08-2913920651
Net assets as of the beginning of the plan year2025-08-2911201252
Employer contributions to plan in this plan year2025-08-29239623
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-2936951
2024 : EUSTIS ENGINEERING SERVICES, LLC 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-050
Total liabilities as of the end of the plan year2024-08-050
Total liabilities as of the beginning of the plan year2024-08-050
Total expenses incurred by plan in this plan year2024-08-05518880
Net assets as of the end of the plan year2024-08-0511201252
Total assets as of the beginning of the plan year2024-08-059127946
Value of plan covered by a fidelity bond2024-08-05250000
Participant contributions to plan in this plan year2024-08-05372280
Value of participant loans at end of plan year2024-08-0564975
Other expenses paid from plan in this plan year2024-08-050
Other contributions to plan in this plan year2024-08-0521314
Other income to plan in this plan year2024-08-051998677
Plan net income in this plan year2024-08-052073306
Net assets as of the end of the plan year2024-08-0511201252
Net assets as of the beginning of the plan year2024-08-059127946
Employer contributions to plan in this plan year2024-08-05199915
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-0533980
2022 : EUSTIS ENGINEERING SERVICES, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-281041402
Net assets as of the end of the plan year2022-07-2813096631
Total assets as of the beginning of the plan year2022-07-2812205242
Value of plan covered by a fidelity bond2022-07-281000000
Participant contributions to plan in this plan year2022-07-28290213
Value of participant loans at end of plan year2022-07-28113485
Other income to plan in this plan year2022-07-281497285
Plan net income in this plan year2022-07-28891389
Net assets as of the end of the plan year2022-07-2813096631
Net assets as of the beginning of the plan year2022-07-2812205242
Employer contributions to plan in this plan year2022-07-28145293
Fees paid to broker by Benefit Provider2022-07-2825703
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2855201
2015 : EUSTIS ENGINEERING SERVICES, LLC 2015 401k financial data
Total income from all sources2015-12-31$501,836
Expenses. Total of all expenses incurred2015-12-31$664,124
Benefits paid (including direct rollovers)2015-12-31$662,107
Total plan assets at end of year2015-12-31$7,346,940
Total plan assets at beginning of year2015-12-31$7,509,228
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$316,604
Other income received2015-12-31$17,585
Net income (gross income less expenses)2015-12-31$-162,288
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,346,940
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,509,228
Assets. Value of participant loans2015-12-31$88,765
Total contributions received or receivable from employer(s)2015-12-31$167,647
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,017
2014 : EUSTIS ENGINEERING SERVICES, LLC 2014 401k financial data
Total income from all sources2014-12-31$1,049,780
Expenses. Total of all expenses incurred2014-12-31$483,656
Benefits paid (including direct rollovers)2014-12-31$481,931
Total plan assets at end of year2014-12-31$7,509,228
Total plan assets at beginning of year2014-12-31$6,943,104
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$308,806
Contributions received from other sources (not participants or employers)2014-12-31$80,182
Other income received2014-12-31$502,541
Net income (gross income less expenses)2014-12-31$566,124
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,509,228
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,943,104
Assets. Value of participant loans2014-12-31$81,862
Total contributions received or receivable from employer(s)2014-12-31$158,251
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,725
2013 : EUSTIS ENGINEERING SERVICES, LLC 2013 401k financial data
Total income from all sources2013-12-31$1,756,629
Expenses. Total of all expenses incurred2013-12-31$584,170
Benefits paid (including direct rollovers)2013-12-31$583,355
Total plan assets at end of year2013-12-31$6,943,104
Total plan assets at beginning of year2013-12-31$5,770,645
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$304,826
Expenses. Other expenses not covered elsewhere2013-12-31$815
Other income received2013-12-31$1,299,655
Net income (gross income less expenses)2013-12-31$1,172,459
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,943,104
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,770,645
Assets. Value of participant loans2013-12-31$108,968
Total contributions received or receivable from employer(s)2013-12-31$152,148
2012 : EUSTIS ENGINEERING SERVICES, LLC 2012 401k financial data
Total income from all sources2012-12-31$1,092,032
Expenses. Total of all expenses incurred2012-12-31$56,326
Benefits paid (including direct rollovers)2012-12-31$55,646
Total plan assets at end of year2012-12-31$5,770,645
Total plan assets at beginning of year2012-12-31$4,734,939
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$273,494
Other income received2012-12-31$689,829
Net income (gross income less expenses)2012-12-31$1,035,706
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,770,645
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,734,939
Assets. Value of participant loans2012-12-31$88,058
Total contributions received or receivable from employer(s)2012-12-31$128,709
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$680

Form 5500 Responses for EUSTIS ENGINEERING SERVICES, LLC

2015: EUSTIS ENGINEERING SERVICES, LLC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EUSTIS ENGINEERING SERVICES, LLC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EUSTIS ENGINEERING SERVICES, LLC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EUSTIS ENGINEERING SERVICES, LLC 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9752
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9752
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHZ799
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHZ799
Policy instance 1

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