401k Plan data: OKW ARCHITECTS, INC. 401(K) PLAN plan

OKW ARCHITECTS, INC. 401(K) PLAN 401k Plan overview

Plan Name	OKW ARCHITECTS, INC. 401(K) PLAN
Plan identification number	001

OKW ARCHITECTS, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

OKW ARCHITECTS, INC. (OTIS KOGLIN WILSON ARCHITECT has sponsored the creation of one or more 401k plans.

Company Name: OKW ARCHITECTS, INC. (OTIS KOGLIN WILSON ARCHITECT

Employer identification number (EIN): 363337939

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKW ARCHITECTS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 RENEE SPADA
001 2016-01-01 RENEE SPADA
001 2015-01-01 HEATHER CULLEN
001 2014-01-01 HEATHER CULLEN
001 2013-01-01 HEATHER CULLEN
001 2012-01-01 JON TALTY JON TALTY 2013-10-07
001 2011-01-01 JON TALTY
001 2010-01-01 JON TALTY JON TALTY 2011-10-07
001 2009-01-01 JON P. TALTY JON P. TALTY 2010-07-29

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	RENEE SPADA
001	2016-01-01	RENEE SPADA
001	2015-01-01	HEATHER CULLEN
001	2014-01-01	HEATHER CULLEN
001	2013-01-01	HEATHER CULLEN
001	2012-01-01	JON TALTY	JON TALTY	2013-10-07
001	2011-01-01	JON TALTY
001	2010-01-01	JON TALTY	JON TALTY	2011-10-07
001	2009-01-01	JON P. TALTY	JON P. TALTY	2010-07-29

Plan Statistics for OKW ARCHITECTS, INC. 401(K) PLAN

401k plan membership statisitcs for OKW ARCHITECTS, INC. 401(K) PLAN

Measure Date Value
2017: OKW ARCHITECTS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 42
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 21
Total of all active and inactive participants 2017-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 64
Number of participants with account balances 2017-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: OKW ARCHITECTS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 41
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 16
Total of all active and inactive participants 2016-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 58
Number of participants with account balances 2016-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: OKW ARCHITECTS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 41
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 18
Total of all active and inactive participants 2015-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 60
Number of participants with account balances 2015-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: OKW ARCHITECTS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 36
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 12
Total of all active and inactive participants 2014-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 49
Number of participants with account balances 2014-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: OKW ARCHITECTS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 30
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 40
Number of participants with account balances 2013-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: OKW ARCHITECTS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 29
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 29
Number of participants with account balances 2012-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: OKW ARCHITECTS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 25
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 24
Total of all active and inactive participants 2011-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 50
Number of participants with account balances 2011-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: OKW ARCHITECTS, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 18
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 28
Total of all active and inactive participants 2010-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 47
Number of participants with account balances 2010-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 44
2009: OKW ARCHITECTS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 49
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 35
Total of all active and inactive participants 2009-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 84
Number of participants with account balances 2009-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 10

Measure	Date	Value
2017: OKW ARCHITECTS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	42
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	21
Total of all active and inactive participants	2017-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	64
Number of participants with account balances	2017-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: OKW ARCHITECTS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	41
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	16
Total of all active and inactive participants	2016-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	58
Number of participants with account balances	2016-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: OKW ARCHITECTS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	41
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	18
Total of all active and inactive participants	2015-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	60
Number of participants with account balances	2015-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: OKW ARCHITECTS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	36
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	12
Total of all active and inactive participants	2014-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	49
Number of participants with account balances	2014-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: OKW ARCHITECTS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	30
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	40
Number of participants with account balances	2013-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: OKW ARCHITECTS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	29
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	29
Number of participants with account balances	2012-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: OKW ARCHITECTS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	25
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	24
Total of all active and inactive participants	2011-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	50
Number of participants with account balances	2011-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: OKW ARCHITECTS, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	18
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	28
Total of all active and inactive participants	2010-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	47
Number of participants with account balances	2010-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	44
2009: OKW ARCHITECTS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	49
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	35
Total of all active and inactive participants	2009-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	84
Number of participants with account balances	2009-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	10

Financial Data on OKW ARCHITECTS, INC. 401(K) PLAN

Measure	Date	Value
2018 : OKW ARCHITECTS, INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$82,099
Expenses. Total of all expenses incurred	2018-12-31	$242,687
Benefits paid (including direct rollovers)	2018-12-31	$242,574
Total plan assets at end of year	2018-12-31	$3,770,661
Total plan assets at beginning of year	2018-12-31	$3,931,249
Value of fidelity bond covering the plan	2018-12-31	$300,000
Total contributions received or receivable from participants	2018-12-31	$247,853
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$7,368
Other income received	2018-12-31	$-281,823
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-160,588
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,770,661
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,931,249
Assets. Value of participant loans	2018-12-31	$28,864
Total contributions received or receivable from employer(s)	2018-12-31	$108,701
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$113
2017 : OKW ARCHITECTS, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$999,011
Expenses. Total of all expenses incurred	2017-12-31	$485,946
Benefits paid (including direct rollovers)	2017-12-31	$485,690
Total plan assets at end of year	2017-12-31	$3,931,249
Total plan assets at beginning of year	2017-12-31	$3,418,184
Value of fidelity bond covering the plan	2017-12-31	$300,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$204,829
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$33,946
Other income received	2017-12-31	$647,335
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$513,065
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,931,249
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,418,184
Assets. Value of participant loans	2017-12-31	$33,476
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$112,901
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$256
2016 : OKW ARCHITECTS, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$570,578
Expenses. Total of all expenses incurred	2016-12-31	$270,572
Benefits paid (including direct rollovers)	2016-12-31	$270,353
Total plan assets at end of year	2016-12-31	$3,418,184
Total plan assets at beginning of year	2016-12-31	$3,118,178
Value of fidelity bond covering the plan	2016-12-31	$300,000
Total contributions received or receivable from participants	2016-12-31	$170,257
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$14,856
Other income received	2016-12-31	$238,828
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$300,006
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,418,184
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,118,178
Assets. Value of participant loans	2016-12-31	$39,488
Total contributions received or receivable from employer(s)	2016-12-31	$146,637
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$219
2015 : OKW ARCHITECTS, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$239,562
Expenses. Total of all expenses incurred	2015-12-31	$192,246
Benefits paid (including direct rollovers)	2015-12-31	$162,848
Total plan assets at end of year	2015-12-31	$3,118,178
Total plan assets at beginning of year	2015-12-31	$3,070,862
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$153,247
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$28,926
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$47,316
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,118,178
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,070,862
Assets. Value of participant loans	2015-12-31	$43,636
Total contributions received or receivable from employer(s)	2015-12-31	$57,389
Value of certain deemed distributions of participant loans	2015-12-31	$29,042
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$356
2014 : OKW ARCHITECTS, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$417,791
Expenses. Total of all expenses incurred	2014-12-31	$226,201
Benefits paid (including direct rollovers)	2014-12-31	$225,920
Total plan assets at end of year	2014-12-31	$3,070,862
Total plan assets at beginning of year	2014-12-31	$2,879,272
Value of fidelity bond covering the plan	2014-12-31	$300,000
Total contributions received or receivable from participants	2014-12-31	$140,013
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$13,423
Other income received	2014-12-31	$224,619
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$191,590
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,070,862
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,879,272
Assets. Value of participant loans	2014-12-31	$63,211
Total contributions received or receivable from employer(s)	2014-12-31	$39,736
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$281
2013 : OKW ARCHITECTS, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$589,082
Expenses. Total of all expenses incurred	2013-12-31	$148,543
Benefits paid (including direct rollovers)	2013-12-31	$148,399
Total plan assets at end of year	2013-12-31	$2,879,272
Total plan assets at beginning of year	2013-12-31	$2,438,733
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$150,103
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$3,653
Other income received	2013-12-31	$394,968
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$440,539
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,879,272
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,438,733
Assets. Value of participant loans	2013-12-31	$905
Total contributions received or receivable from employer(s)	2013-12-31	$40,358
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$144
2012 : OKW ARCHITECTS, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$418,482
Expenses. Total of all expenses incurred	2012-12-31	$216,983
Benefits paid (including direct rollovers)	2012-12-31	$216,471
Total plan assets at end of year	2012-12-31	$2,438,733
Total plan assets at beginning of year	2012-12-31	$2,237,234
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$95,299
Contributions received from other sources (not participants or employers)	2012-12-31	$52,468
Other income received	2012-12-31	$244,137
Net income (gross income less expenses)	2012-12-31	$201,499
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,438,733
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,237,234
Total contributions received or receivable from employer(s)	2012-12-31	$26,578
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$512
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : OKW ARCHITECTS, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$41,055
Expenses. Total of all expenses incurred	2011-12-31	$708,737
Benefits paid (including direct rollovers)	2011-12-31	$705,717
Total plan assets at end of year	2011-12-31	$2,237,234
Total plan assets at beginning of year	2011-12-31	$2,904,916
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$68,807
Expenses. Other expenses not covered elsewhere	2011-12-31	$3,020
Other income received	2011-12-31	$-27,752
Net income (gross income less expenses)	2011-12-31	$-667,682
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,237,234
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,904,916
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : OKW ARCHITECTS, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$392,126
Expenses. Total of all expenses incurred	2010-12-31	$375,045
Benefits paid (including direct rollovers)	2010-12-31	$374,527
Total plan assets at end of year	2010-12-31	$2,904,916
Total plan assets at beginning of year	2010-12-31	$2,887,835
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$56,329
Expenses. Other expenses not covered elsewhere	2010-12-31	$518
Contributions received from other sources (not participants or employers)	2010-12-31	$1,034
Other income received	2010-12-31	$334,763
Net income (gross income less expenses)	2010-12-31	$17,081
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,904,916
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,887,835
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : OKW ARCHITECTS, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for OKW ARCHITECTS, INC. 401(K) PLAN

2017: OKW ARCHITECTS, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OKW ARCHITECTS, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OKW ARCHITECTS, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OKW ARCHITECTS, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OKW ARCHITECTS, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OKW ARCHITECTS, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OKW ARCHITECTS, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: OKW ARCHITECTS, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: OKW ARCHITECTS, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

OKW ARCHITECTS, PLLC 401(K) PLAN [EIN = 834534021]

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Company Name:	OKW ARCHITECTS, INC. (OTIS KOGLIN WILSON ARCHITECT
Employer identification number (EIN):	363337939
NAIC Classification:	541310
NAIC Description:	Architectural Services