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AEI-CASC ENGINEERING, INC 401(K) PLAN 401k Plan overview

Plan NameAEI-CASC ENGINEERING, INC 401(K) PLAN
Plan identification number 001

AEI-CASC ENGINEERING, INC 401(K) PLAN 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.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AEI-CASC ENGINEERING, INC has sponsored the creation of one or more 401k plans.

Company Name:AEI-CASC ENGINEERING, INC
Employer identification number (EIN):330684667
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AEI-CASC ENGINEERING, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LISA V TAYLOR2023-06-19 RICK J SIDOR2023-06-19
0012021-01-01LISA V TAYLOR2022-06-09 RICK J SIDOR2022-06-09
0012020-01-01LISA TAYLOR2021-05-27 RICHARD SIDOR2021-05-27
0012018-01-01LISA V TAYLOR2019-06-04 RICHARD J SIDOR2019-06-04
0012017-01-01LISA V TAYLOR2018-06-11 RICHARD J SIDOR2018-06-11
0012016-01-01LISA V TAYLOR2017-06-15 RICHARD J SIDOR2017-06-15
0012015-01-01LISA V TAYLOR2016-04-29
0012014-01-01LISA TAYLOR2015-06-18 RICK SIDOR2015-06-18
0012013-01-01LISA TAYLOR2014-06-12 RICHARD SIDOR2014-06-12
0012012-01-01RICHARD J SIDOR2013-07-12
0012011-01-01RICHARD J SIDOR2013-07-08 RICHARD J SIDOR2013-07-08
0012010-01-01LISA TAYLOR

Plan Statistics for AEI-CASC ENGINEERING, INC 401(K) PLAN

401k plan membership statisitcs for AEI-CASC ENGINEERING, INC 401(K) PLAN

Measure Date Value
2010: AEI-CASC ENGINEERING, INC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01105
Total number of active participants reported on line 7a of the Form 55002010-01-0172
Number of retired or separated participants receiving benefits2010-01-0111
Total of all active and inactive participants2010-01-0183
Total participants2010-01-0183
Number of participants with account balances2010-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012

Financial Data on AEI-CASC ENGINEERING, INC 401(K) PLAN

Measure Date Value
2010 : AEI-CASC ENGINEERING, INC 401(K) PLAN 2010 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$20,457
Total income from all sources (including contributions)2010-12-31$860,530
Total of all expenses incurred2010-12-31$480,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$466,439
Expenses. Certain deemed distributions of participant loans2010-12-31$13,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$350,388
Value of total assets at end of year2010-12-31$4,465,519
Value of total assets at beginning of year2010-12-31$4,105,818
Total interest from all sources2010-12-31$1,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$243,150
Participant contributions at end of year2010-12-31$76,150
Participant contributions at beginning of year2010-12-31$57,325
Participant contributions at end of year2010-12-31$600
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$107,238
Total non interest bearing cash at end of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$380,158
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,465,519
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,085,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,013,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,046,579
Interest on participant loans2010-12-31$1,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$375,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$508,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$466,439
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$20,457
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CNM LLP
Accountancy firm EIN2010-12-31651202484

Form 5500 Responses for AEI-CASC ENGINEERING, INC 401(K) PLAN

2010: AEI-CASC ENGINEERING, INC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number164-70306
Policy instance 1
Insurance contract or identification number164-70306
Number of Individuals Covered61
Total amount of commissions paid to insurance brokerUSD $1,736
Total amount of fees paid to insurance companyUSD $434
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,736
Amount paid for insurance broker fees434
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION

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