BUNNELL-LAMMONS ENGINEERING, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BUNNELL-LAMMONS ENGINEERING 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022 : BUNNELL-LAMMONS ENGINEERING 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-158,657 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $162,386 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $139,894 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $944,516 |
| Value of total assets at end of year | 2022-12-31 | $5,978,056 |
| Value of total assets at beginning of year | 2022-12-31 | $6,299,099 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $22,492 |
| Total interest from all sources | 2022-12-31 | $800 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $100,190 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $100,190 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $489,989 |
| Participant contributions at end of year | 2022-12-31 | $16,739 |
| Participant contributions at beginning of year | 2022-12-31 | $18,169 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $211,338 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-321,043 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,978,056 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,299,099 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $4,511 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,718,128 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,048,002 |
| Interest on participant loans | 2022-12-31 | $800 |
| Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,204,163 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $243,189 |
| Employer contributions (assets) at end of year | 2022-12-31 | $243,189 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $232,928 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $139,894 |
| Contract administrator fees | 2022-12-31 | $17,981 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BRADSHAW,GORDAN AND CLINKSCALES,LLC |
| Accountancy firm EIN | 2022-12-31 | 571060705 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-158,657 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $162,386 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $139,894 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $944,516 |
| Value of total assets at end of year | 2022-01-01 | $5,978,056 |
| Value of total assets at beginning of year | 2022-01-01 | $6,299,099 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $22,492 |
| Total interest from all sources | 2022-01-01 | $800 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $100,190 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $100,190 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $489,989 |
| Participant contributions at end of year | 2022-01-01 | $16,739 |
| Participant contributions at beginning of year | 2022-01-01 | $18,169 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $211,338 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-321,043 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $5,978,056 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $6,299,099 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $4,511 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $5,718,128 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $6,048,002 |
| Interest on participant loans | 2022-01-01 | $800 |
| Income. Interest from loans (other than to participants) | 2022-01-01 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,204,163 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $243,189 |
| Employer contributions (assets) at end of year | 2022-01-01 | $243,189 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $232,928 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $139,894 |
| Contract administrator fees | 2022-01-01 | $17,981 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | BRADSHAW,GORDAN AND CLINKSCALES,LLC |
| Accountancy firm EIN | 2022-01-01 | 571060705 |
| 2021 : BUNNELL-LAMMONS ENGINEERING 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,522,972 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $408,944 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $388,641 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $724,755 |
| Value of total assets at end of year | 2021-12-31 | $6,299,099 |
| Value of total assets at beginning of year | 2021-12-31 | $5,185,071 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $20,303 |
| Total interest from all sources | 2021-12-31 | $1,093 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $68,052 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $68,052 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $483,436 |
| Participant contributions at end of year | 2021-12-31 | $18,169 |
| Participant contributions at beginning of year | 2021-12-31 | $15,836 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $8,391 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,114,028 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,299,099 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,185,071 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $3,395 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,048,002 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,955,794 |
| Interest on participant loans | 2021-12-31 | $1,093 |
| Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $729,072 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $232,928 |
| Employer contributions (assets) at end of year | 2021-12-31 | $232,928 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $213,441 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $388,641 |
| Contract administrator fees | 2021-12-31 | $16,908 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | BRADSHAW,GORDAN AND CLINKSCALES,LLC |
| Accountancy firm EIN | 2021-12-31 | 571060705 |
