CUHACI AND PETERSON ARCHITECTS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CUHACI & PETERSON ARCHITECTS, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022 : CUHACI & PETERSON ARCHITECTS, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $-154,955 |
| Total of all expenses incurred | 2022-12-31 | $1,177,702 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,134,182 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $14,776 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,231,177 |
| Value of total assets at end of year | 2022-12-31 | $7,544,081 |
| Value of total assets at beginning of year | 2022-12-31 | $8,876,738 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $28,744 |
| Total interest from all sources | 2022-12-31 | $2,666 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $22,895 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| 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 | $835,778 |
| Participant contributions at end of year | 2022-12-31 | $99,321 |
| Participant contributions at beginning of year | 2022-12-31 | $54,830 |
| Participant contributions at end of year | 2022-12-31 | $131 |
| Participant contributions at beginning of year | 2022-12-31 | $202 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $79,775 |
| 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 | $-1,332,657 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,544,081 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,876,738 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,398,976 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,749,882 |
| Interest on participant loans | 2022-12-31 | $2,666 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $45,522 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $71,824 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $71,824 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,388,798 |
| 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 | $315,624 |
| Employer contributions (assets) at end of year | 2022-12-31 | $131 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,134,182 |
| Contract administrator fees | 2022-12-31 | $5,849 |
| 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 | Disclaimer |
| Accountancy firm name | 2022-12-31 | ERIN M PERDUE CPA LLC |
| Accountancy firm EIN | 2022-12-31 | 823518399 |
| Total income from all sources (including contributions) | 2022-01-01 | $-154,955 |
| Total of all expenses incurred | 2022-01-01 | $1,177,702 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $1,134,182 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $14,776 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,231,177 |
| Value of total assets at end of year | 2022-01-01 | $7,544,081 |
| Value of total assets at beginning of year | 2022-01-01 | $8,876,738 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $28,744 |
| Total interest from all sources | 2022-01-01 | $2,666 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Administrative expenses professional fees incurred | 2022-01-01 | $22,895 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| 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 | $835,778 |
| Participant contributions at end of year | 2022-01-01 | $99,321 |
| Participant contributions at beginning of year | 2022-01-01 | $54,830 |
| Participant contributions at end of year | 2022-01-01 | $131 |
| Participant contributions at beginning of year | 2022-01-01 | $202 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $79,775 |
| 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 | $-1,332,657 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $7,544,081 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $8,876,738 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $7,398,976 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $8,749,882 |
| Interest on participant loans | 2022-01-01 | $2,666 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $45,522 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,388,798 |
| 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 | $315,624 |
| Employer contributions (assets) at end of year | 2022-01-01 | $131 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $1,134,182 |
| Contract administrator fees | 2022-01-01 | $5,849 |
| 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 | 3 |
| Accountancy firm name | 2022-01-01 | ERIN M PERDUE CPA LLC |
| Accountancy firm EIN | 2022-01-01 | 823518399 |
| 2021 : CUHACI & PETERSON ARCHITECTS, LLC 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $2,611,356 |
| Total of all expenses incurred | 2021-12-31 | $784,708 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $758,090 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $1,690 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,540,511 |
| Value of total assets at end of year | 2021-12-31 | $8,876,738 |
| Value of total assets at beginning of year | 2021-12-31 | $7,050,090 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $24,928 |
| Total interest from all sources | 2021-12-31 | $3,463 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| 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 | $727,059 |
| Participant contributions at end of year | 2021-12-31 | $54,830 |
| Participant contributions at beginning of year | 2021-12-31 | $50,240 |
| Participant contributions at end of year | 2021-12-31 | $202 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $520,086 |
| 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 | $1,826,648 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,876,738 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,050,090 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,749,882 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,934,943 |
| Interest on participant loans | 2021-12-31 | $3,395 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $71,824 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $64,907 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $64,907 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $68 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,067,382 |
| 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 | $293,366 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $758,090 |
| Contract administrator fees | 2021-12-31 | $24,928 |
| 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 | Disclaimer |
| Accountancy firm name | 2021-12-31 | ERIN M PERDUE CPA LLC |
| Accountancy firm EIN | 2021-12-31 | 823518399 |
| 2020 : CUHACI & PETERSON ARCHITECTS, LLC 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $2,086,105 |
| Total of all expenses incurred | 2020-12-31 | $1,831,231 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,793,817 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $7,343 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,099,729 |
| Value of total assets at end of year | 2020-12-31 | $7,050,090 |
| Value of total assets at beginning of year | 2020-12-31 | $6,795,216 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $30,071 |
| Total interest from all sources | 2020-12-31 | $4,444 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $765,666 |
| Participant contributions at end of year | 2020-12-31 | $50,240 |
| Participant contributions at beginning of year | 2020-12-31 | $49,611 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $10,873 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $254,874 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,050,090 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,795,216 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $21,020 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,934,943 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,704,765 |
| Interest on participant loans | 2020-12-31 | $4,328 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $64,907 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $40,840 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $40,840 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $116 |
| Asset value of US Government securities at beginning of year | 2020-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $981,932 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $323,190 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,793,817 |
| Contract administrator fees | 2020-12-31 | $9,051 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | ERIN M PERDUE CPA LLC |
| Accountancy firm EIN | 2020-12-31 | 823518399 |
| 2019 : CUHACI & PETERSON ARCHITECTS, LLC 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $2,387,937 |
| Total of all expenses incurred | 2019-12-31 | $381,626 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $375,715 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $2,000 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,320,909 |
| Value of total assets at end of year | 2019-12-31 | $6,795,216 |
| Value of total assets at beginning of year | 2019-12-31 | $4,788,905 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,911 |
| Total interest from all sources | 2019-12-31 | $2,939 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $267 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $267 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $837,319 |
| Participant contributions at end of year | 2019-12-31 | $49,611 |
| Participant contributions at beginning of year | 2019-12-31 | $71,104 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $131,382 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $2,006,311 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,795,216 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,788,905 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,704,765 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,678,663 |
| Interest on participant loans | 2019-12-31 | $2,939 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $40,840 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $19,163 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $19,163 |
| Asset value of US Government securities at end of year | 2019-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $19,975 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,063,822 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $352,208 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $375,715 |
| Contract administrator fees | 2019-12-31 | $3,911 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | ERIN M PERDUE CPA LLC |
| Accountancy firm EIN | 2019-12-31 | 823518399 |
| 2018 : CUHACI & PETERSON ARCHITECTS, LLC 401(K) PLAN 2018 401k financial data |
|---|
| Total transfer of assets to this plan | 2018-12-31 | $7,809 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $7,882 |
| Total income from all sources (including contributions) | 2018-12-31 | $724,115 |
| Total of all expenses incurred | 2018-12-31 | $441,719 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $438,613 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $819 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,132,687 |
| Value of total assets at end of year | 2018-12-31 | $4,788,905 |
| Value of total assets at beginning of year | 2018-12-31 | $4,506,582 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,287 |
| Total interest from all sources | 2018-12-31 | $3,733 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $792,571 |
| Participant contributions at end of year | 2018-12-31 | $71,104 |
| Participant contributions at beginning of year | 2018-12-31 | $68,031 |
| Participant contributions at beginning of year | 2018-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $105,581 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $7,882 |
| Other income not declared elsewhere | 2018-12-31 | $2,375 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $282,396 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,788,905 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,498,700 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,678,663 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,418,748 |
| Interest on participant loans | 2018-12-31 | $3,733 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $19,163 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $7,882 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $7,882 |
| Asset value of US Government securities at end of year | 2018-12-31 | $19,975 |
| Asset value of US Government securities at beginning of year | 2018-12-31 | $11,921 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-414,680 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $234,535 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $438,613 |
| Contract administrator fees | 2018-12-31 | $2,287 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | ERIN M PERDUE CPA LLC |
| Accountancy firm EIN | 2018-12-31 | 823518399 |
| 2017 : CUHACI & PETERSON ARCHITECTS, LLC 401(K) PLAN 2017 401k financial data |
|---|
| Total transfer of assets from this plan | 2017-12-31 | $4,256 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $7,882 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $3,668 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,473,566 |
| Total of all expenses incurred | 2017-12-31 | $110,591 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $107,633 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $316 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $926,593 |
| Value of total assets at end of year | 2017-12-31 | $4,506,582 |
| Value of total assets at beginning of year | 2017-12-31 | $3,143,649 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,642 |
| Total interest from all sources | 2017-12-31 | $1,779 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $2,140 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $662,947 |
| Participant contributions at end of year | 2017-12-31 | $68,031 |
| Participant contributions at beginning of year | 2017-12-31 | $32,105 |
| Participant contributions at end of year | 2017-12-31 | $0 |
| Participant contributions at beginning of year | 2017-12-31 | $279 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $63,612 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $7,882 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $3,668 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $1,362,975 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,498,700 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,139,981 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,418,748 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,098,841 |
| Interest on participant loans | 2017-12-31 | $1,779 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $7,882 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $3,668 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $3,668 |
| Asset value of US Government securities at end of year | 2017-12-31 | $11,921 |
| Asset value of US Government securities at beginning of year | 2017-12-31 | $8,700 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,910 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $543,284 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $200,034 |
| Employer contributions (assets) at end of year | 2017-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $56 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $107,633 |
| Contract administrator fees | 2017-12-31 | $502 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | MOSS, KRUSICK & ASSOCIATES, LLC |
| Accountancy firm EIN | 2017-12-31 | 593017072 |
| 2016 : CUHACI & PETERSON ARCHITECTS, LLC 401(K) PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $1,424 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $1,424 |
| Total transfer of assets from this plan | 2016-12-31 | $3,116 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $3,668 |
| Total income from all sources (including contributions) | 2016-12-31 | $1,042,136 |
| Total of all expenses incurred | 2016-12-31 | $343,537 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $339,011 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $3,130 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $827,569 |
| Value of total assets at end of year | 2016-12-31 | $3,143,649 |
| Value of total assets at beginning of year | 2016-12-31 | $2,444,498 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,396 |
| Total interest from all sources | 2016-12-31 | $1,351 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $520,135 |
| Participant contributions at end of year | 2016-12-31 | $32,105 |
| Participant contributions at beginning of year | 2016-12-31 | $36,409 |
| Participant contributions at end of year | 2016-12-31 | $279 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $156,208 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $3,668 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $698,599 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,139,981 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,444,498 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,098,841 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,403,897 |
| Interest on participant loans | 2016-12-31 | $1,351 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $3,668 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $510 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $510 |
| Asset value of US Government securities at end of year | 2016-12-31 | $8,700 |
| Asset value of US Government securities at beginning of year | 2016-12-31 | $3,682 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $211,792 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $151,226 |
| Employer contributions (assets) at end of year | 2016-12-31 | $56 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $339,011 |
| Contract administrator fees | 2016-12-31 | $1,396 |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | MOSS, KRUSICK & ASSOCIATES, LLC |
| Accountancy firm EIN | 2016-12-31 | 593017072 |
| 2015 : CUHACI & PETERSON ARCHITECTS, LLC 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $473,164 |
| Total of all expenses incurred | 2015-12-31 | $126,072 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $103,251 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $21,963 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $519,220 |
| Value of total assets at end of year | 2015-12-31 | $2,444,498 |
| Value of total assets at beginning of year | 2015-12-31 | $2,097,406 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $858 |
| Total interest from all sources | 2015-12-31 | $1,815 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $570 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $346,784 |
| Participant contributions at end of year | 2015-12-31 | $36,409 |
| Participant contributions at beginning of year | 2015-12-31 | $58,694 |
| Participant contributions at beginning of year | 2015-12-31 | $8,524 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $71,552 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $278 |
| Other income not declared elsewhere | 2015-12-31 | $1,145 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $347,092 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,444,498 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,097,406 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,403,897 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,026,245 |
| Interest on participant loans | 2015-12-31 | $1,815 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $510 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $602 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $602 |
| Asset value of US Government securities at end of year | 2015-12-31 | $3,682 |
| Asset value of US Government securities at beginning of year | 2015-12-31 | $1,656 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-49,016 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $100,884 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $1,685 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $102,973 |
| Contract administrator fees | 2015-12-31 | $288 |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | MOSS,KRUSICK & ASSOCIATES, LLC |
| Accountancy firm EIN | 2015-12-31 | 593017072 |
| 2014 : CUHACI & PETERSON ARCHITECTS, LLC 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-12-31 | $382,430 |
| Total of all expenses incurred | 2014-12-31 | $83,320 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $82,544 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $308,057 |
| Value of total assets at end of year | 2014-12-31 | $2,097,406 |
| Value of total assets at beginning of year | 2014-12-31 | $1,798,296 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $776 |
| Total interest from all sources | 2014-12-31 | $2,470 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $500 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $261,435 |
| Participant contributions at end of year | 2014-12-31 | $58,694 |
| Participant contributions at beginning of year | 2014-12-31 | $56,370 |
| Participant contributions at end of year | 2014-12-31 | $8,524 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $2,502 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $299,110 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,097,406 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,798,296 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,026,245 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,739,031 |
| Interest on participant loans | 2014-12-31 | $2,470 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $602 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,244 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $2,244 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $0 |
| Asset value of US Government securities at end of year | 2014-12-31 | $1,656 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $651 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $71,903 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $44,120 |
| Employer contributions (assets) at end of year | 2014-12-31 | $1,685 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $82,544 |
| Contract administrator fees | 2014-12-31 | $276 |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | MOSS, KRUSICK & ASSOCIATES, LLC |
| Accountancy firm EIN | 2014-12-31 | 593017072 |
| 2013 : CUHACI & PETERSON ARCHITECTS, LLC 401(K) PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $46,411 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $7 |
| Total income from all sources (including contributions) | 2013-12-31 | $469,086 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $193,323 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $190,287 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $2,558 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $227,057 |
| Value of total assets at end of year | 2013-12-31 | $1,798,296 |
| Value of total assets at beginning of year | 2013-12-31 | $1,476,129 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $478 |
| Total interest from all sources | 2013-12-31 | $2,218 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $188,320 |
| Participant contributions at end of year | 2013-12-31 | $56,370 |
| Participant contributions at beginning of year | 2013-12-31 | $62,756 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $30,381 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $46,411 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $7 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $275,763 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,751,885 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,476,122 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,739,031 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,262,578 |
| Interest on participant loans | 2013-12-31 | $2,218 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,244 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $150,795 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $150,795 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $0 |
| Asset value of US Government securities at end of year | 2013-12-31 | $651 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $239,811 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $8,356 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $190,287 |
| Contract administrator fees | 2013-12-31 | $478 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | RICHARD CASSIDY |
| Accountancy firm EIN | 2013-12-31 | 593017072 |
| 2012 : CUHACI & PETERSON ARCHITECTS, LLC 401(K) PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $7 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $346,061 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $59,581 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $58,381 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $183,287 |
| Value of total assets at end of year | 2012-12-31 | $1,476,129 |
| Value of total assets at beginning of year | 2012-12-31 | $1,189,642 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,200 |
| Total interest from all sources | 2012-12-31 | $1,546 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $138,703 |
| Participant contributions at end of year | 2012-12-31 | $62,756 |
| Participant contributions at beginning of year | 2012-12-31 | $29,924 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $44,584 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $7 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $286,480 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,476,122 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,189,642 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,262,578 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,042,040 |
| Interest on participant loans | 2012-12-31 | $1,546 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $150,795 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $117,678 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $117,678 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $161,228 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $58,381 |
| Contract administrator fees | 2012-12-31 | $1,200 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | MOSS, KRUSICK & ASSOCIATES, LLC |
| Accountancy firm EIN | 2012-12-31 | 593017072 |
| 2011 : CUHACI & PETERSON ARCHITECTS, LLC 401(K) PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $100,527 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $43,152 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $42,397 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $129,098 |
| Value of total assets at end of year | 2011-12-31 | $1,189,642 |
| Value of total assets at beginning of year | 2011-12-31 | $1,132,267 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $755 |
| Total interest from all sources | 2011-12-31 | $911 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $11,887 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $11,887 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $124,554 |
| Participant contributions at end of year | 2011-12-31 | $29,924 |
| Participant contributions at beginning of year | 2011-12-31 | $19,360 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $4,544 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $57,375 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,189,642 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,132,267 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,042,040 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,002,312 |
| Interest on participant loans | 2011-12-31 | $911 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $117,678 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $110,595 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $110,595 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-41,369 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $42,397 |
| Contract administrator fees | 2011-12-31 | $755 |
| Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | LARSONALLEN LLP |
| Accountancy firm EIN | 2011-12-31 | 410746749 |
| 2010 : CUHACI & PETERSON ARCHITECTS, LLC 401(K) PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $147,174 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $35,940 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $35,315 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $393,881 |
| Value of total assets at end of year | 2010-12-31 | $611,928 |
| Value of total assets at beginning of year | 2010-12-31 | $500,694 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $625 |
| Total interest from all sources | 2010-12-31 | $656 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $11,204 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $11,204 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $243,790 |
| Participant contributions at end of year | 2010-12-31 | $8,915 |
| Participant contributions at beginning of year | 2010-12-31 | $4,022 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $13,036 |
| Administrative expenses (other) incurred | 2010-12-31 | $625 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $111,234 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $611,928 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $500,694 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $584,924 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $487,625 |
| Interest on participant loans | 2010-12-31 | $539 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $18,089 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $9,047 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $9,047 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $117 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $-247,363 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $137,055 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $35,315 |
| Contract administrator fees | 2010-12-31 | $625 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | LARSON ALLEN LLP |
| Accountancy firm EIN | 2010-12-31 | 410746749 |
| 2009 : CUHACI & PETERSON ARCHITECTS, LLC 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 |
