401k Plan data: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN plan

JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING 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.
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.
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

JAMES W. BUCKLEY & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: JAMES W. BUCKLEY & ASSOCIATES, INC.

Employer identification number (EIN): 581383930

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 WENDY POWELL
001 2015-01-01 WENDY POWELL
001 2014-01-01 WENDY POWELL
001 2013-01-01 CRAIG BUCKLEY 2014-04-08 CRAIG BUCKLEY 2014-04-08
001 2012-01-01 CRAIG BUCKLEY 2013-04-02 CRAIG BUCKLEY 2013-04-02
001 2011-01-01 CRAIG BUCKLEY 2012-05-03
001 2010-01-01 CRAIG BUCKLEY 2011-02-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	WENDY POWELL
001	2015-01-01	WENDY POWELL
001	2014-01-01	WENDY POWELL
001	2013-01-01	CRAIG BUCKLEY	2014-04-08	CRAIG BUCKLEY	2014-04-08
001	2012-01-01	CRAIG BUCKLEY	2013-04-02	CRAIG BUCKLEY	2013-04-02
001	2011-01-01	CRAIG BUCKLEY	2012-05-03
001	2010-01-01	CRAIG BUCKLEY	2011-02-21

Plan Statistics for JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 53
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 7
Total of all active and inactive participants 2022-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 60
Number of participants with account balances 2022-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 49
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 8
Total of all active and inactive participants 2021-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 57
Number of participants with account balances 2021-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 55
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 7
Total of all active and inactive participants 2020-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 56
Number of participants with account balances 2020-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 48
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 55
Number of participants with account balances 2019-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 46
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 13
Total of all active and inactive participants 2018-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 59
Number of participants with account balances 2018-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 57
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 63
Number of participants with account balances 2017-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 54
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 60
Number of participants with account balances 2016-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 55
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 61
Number of participants with account balances 2015-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 59
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 63
Number of participants with account balances 2014-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	53
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	7
Total of all active and inactive participants	2022-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	60
Number of participants with account balances	2022-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	49
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	8
Total of all active and inactive participants	2021-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	57
Number of participants with account balances	2021-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	55
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	7
Total of all active and inactive participants	2020-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	56
Number of participants with account balances	2020-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	48
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	55
Number of participants with account balances	2019-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	46
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	13
Total of all active and inactive participants	2018-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	59
Number of participants with account balances	2018-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	57
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	63
Number of participants with account balances	2017-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	54
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	60
Number of participants with account balances	2016-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	55
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	61
Number of participants with account balances	2015-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	59
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	63
Number of participants with account balances	2014-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-755,551
Expenses. Total of all expenses incurred	2022-12-31	$38,380
Benefits paid (including direct rollovers)	2022-12-31	$26,154
Total plan assets at end of year	2022-12-31	$4,947,639
Total plan assets at beginning of year	2022-12-31	$5,741,570
Value of fidelity bond covering the plan	2022-12-31	$310,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$150,696
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-961,851
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-793,931
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,947,639
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,741,570
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$55,604
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$12,226
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$968,094
Expenses. Total of all expenses incurred	2021-12-31	$2,791
Benefits paid (including direct rollovers)	2021-12-31	$2,791
Total plan assets at end of year	2021-12-31	$5,741,570
Total plan assets at beginning of year	2021-12-31	$4,776,267
Value of fidelity bond covering the plan	2021-12-31	$310,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$186,152
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$730,810
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$965,303
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,741,570
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,776,267
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$51,132
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$892,262
Expenses. Total of all expenses incurred	2020-12-31	$100,946
Benefits paid (including direct rollovers)	2020-12-31	$71,086
Total plan assets at end of year	2020-12-31	$4,776,267
Total plan assets at beginning of year	2020-12-31	$3,984,951
Value of fidelity bond covering the plan	2020-12-31	$310,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$186,335
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$656,429
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$791,316
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,776,267
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,984,951
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$49,498
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$29,860
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$991,821
Expenses. Total of all expenses incurred	2019-12-31	$50,453
Benefits paid (including direct rollovers)	2019-12-31	$39,305
Total plan assets at end of year	2019-12-31	$3,984,951
Total plan assets at beginning of year	2019-12-31	$3,043,583
Value of fidelity bond covering the plan	2019-12-31	$310,000
Assets. Value of tangible personal property	2019-12-31	$0
Total contributions received or receivable from participants	2019-12-31	$145,851
Assets. Value of loans (other than to participants)	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$8,246
Other income received	2019-12-31	$744,986
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$941,368
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,984,951
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,043,583
Assets. Value of participant loans	2019-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2019-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2019-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$0
Assets. Value of real-estate (other than employer real property)	2019-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$0
Assets. Value of employer securities	2019-12-31	$0
Assets. Value of employer real property	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$92,738
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$11,148
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING 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	$-52,597
Expenses. Total of all expenses incurred	2018-12-31	$97,387
Benefits paid (including direct rollovers)	2018-12-31	$74,240
Total plan assets at end of year	2018-12-31	$3,043,583
Total plan assets at beginning of year	2018-12-31	$3,193,567
Value of fidelity bond covering the plan	2018-12-31	$30,000
Total contributions received or receivable from participants	2018-12-31	$140,390
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-246,474
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-149,984
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,043,583
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,193,567
Total contributions received or receivable from employer(s)	2018-12-31	$53,487
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$23,147
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING 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	$662,474
Expenses. Total of all expenses incurred	2017-12-31	$71,116
Benefits paid (including direct rollovers)	2017-12-31	$47,251
Total plan assets at end of year	2017-12-31	$3,193,567
Total plan assets at beginning of year	2017-12-31	$2,602,209
Value of fidelity bond covering the plan	2017-12-31	$30,000
Total contributions received or receivable from participants	2017-12-31	$135,557
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$475,613
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$591,358
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,193,567
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,602,209
Total contributions received or receivable from employer(s)	2017-12-31	$51,304
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$23,865
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING 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	$378,459
Expenses. Total of all expenses incurred	2016-12-31	$47,714
Benefits paid (including direct rollovers)	2016-12-31	$47,714
Total plan assets at end of year	2016-12-31	$2,602,209
Total plan assets at beginning of year	2016-12-31	$2,271,464
Total contributions received or receivable from participants	2016-12-31	$124,486
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$202,512
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$330,745
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,602,209
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,271,464
Total contributions received or receivable from employer(s)	2016-12-31	$51,461
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	$0
2015 : JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING 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	$101,914
Expenses. Total of all expenses incurred	2015-12-31	$65,447
Benefits paid (including direct rollovers)	2015-12-31	$40,737
Total plan assets at end of year	2015-12-31	$2,271,464
Total plan assets at beginning of year	2015-12-31	$2,234,997
Value of fidelity bond covering the plan	2015-12-31	$203,000
Total contributions received or receivable from participants	2015-12-31	$107,423
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	$-47,603
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$36,467
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,271,464
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,234,997
Total contributions received or receivable from employer(s)	2015-12-31	$42,094
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$24,710
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING 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	$226,641
Expenses. Total of all expenses incurred	2014-12-31	$500,253
Benefits paid (including direct rollovers)	2014-12-31	$478,114
Total plan assets at end of year	2014-12-31	$2,234,997
Total plan assets at beginning of year	2014-12-31	$2,508,609
Value of fidelity bond covering the plan	2014-12-31	$203,000
Total contributions received or receivable from participants	2014-12-31	$112,954
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$6,297
Other income received	2014-12-31	$107,390
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-273,612
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,234,997
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,508,609
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$22,095
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$44

Form 5500 Responses for JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2022: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING 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: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
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
2019: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	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: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING 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: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING 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: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-54-GL15

Policy instance

Insurance contract or identification number	GAP-54-GL15
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-02-28
Total amount of commissions paid to insurance broker	USD $2,730
Total amount of fees paid to insurance company	USD $682
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,730
Amount paid for insurance broker fees	0
Insurance broker name	QUALIFIED PLANS LLC

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Company Name:	JAMES W. BUCKLEY & ASSOCIATES, INC.
Employer identification number (EIN):	581383930
NAIC Classification:	541310
NAIC Description:	Architectural Services