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TATE-HILL-JACOBS ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTATE-HILL-JACOBS ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

TATE-HILL-JACOBS ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

TATE-HILL-JACOBS ARCHITECTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:TATE-HILL-JACOBS ARCHITECTS, INC.
Employer identification number (EIN):611129778
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TATE-HILL-JACOBS ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LORI FABERSON2024-08-19
0012022-01-01LORI FABERSON2023-04-17
0012021-01-01MARGARET JACOBS2022-09-24
0012020-01-01MARGARET JACOBS2021-06-07
0012019-01-01MARGARET JACOBS2020-06-13
0012018-01-01MARGARET JACOBS2019-06-28
0012017-01-01MARGARET JACOBS2018-05-21
0012016-01-01MARGARET JACOBS2017-05-05
0012015-01-01MARGARET JACOBS2016-05-20
0012014-01-01MARGARET JACOBS2015-06-24
0012013-01-01MARGARET JACOBS2014-07-22
0012012-01-01MARGARET JACOBS2013-07-12
0012011-01-01MARGARET JACOBS2012-06-11
0012009-01-01MARGARET JACOBS

Financial Data on TATE-HILL-JACOBS ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : TATE-HILL-JACOBS ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-080
Total liabilities as of the beginning of the plan year2025-09-080
Total expenses incurred by plan in this plan year2025-09-081694383
Net assets as of the end of the plan year2025-09-081168497
Total assets as of the beginning of the plan year2025-09-082542085
Value of plan covered by a fidelity bond2025-09-08500000
Participant contributions to plan in this plan year2025-09-0831012
Other expenses paid from plan in this plan year2025-09-080
Other contributions to plan in this plan year2025-09-080
Other income to plan in this plan year2025-09-08139783
Plan net income in this plan year2025-09-08-1373588
Net assets as of the end of the plan year2025-09-081168497
Net assets as of the beginning of the plan year2025-09-082542085
Employer contributions to plan in this plan year2025-09-08150000
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-08150
2024 : TATE-HILL-JACOBS ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-190
Net assets as of the end of the plan year2024-08-192542085
Total assets as of the beginning of the plan year2024-08-192099131
Value of plan covered by a fidelity bond2024-08-19500000
Participant contributions to plan in this plan year2024-08-1925452
Other income to plan in this plan year2024-08-19267502
Plan net income in this plan year2024-08-19442954
Net assets as of the end of the plan year2024-08-192542085
Net assets as of the beginning of the plan year2024-08-192099131
Employer contributions to plan in this plan year2024-08-19150000
2022 : TATE-HILL-JACOBS ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-24906432
Net assets as of the end of the plan year2022-09-242131528
Total assets as of the beginning of the plan year2022-09-242577255
Value of plan covered by a fidelity bond2022-09-24500000
Participant contributions to plan in this plan year2022-09-2428028
Other income to plan in this plan year2022-09-24282677
Plan net income in this plan year2022-09-24-445727
Net assets as of the end of the plan year2022-09-242131528
Net assets as of the beginning of the plan year2022-09-242577255
Employer contributions to plan in this plan year2022-09-24150000
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-24150
2010 : TATE-HILL-JACOBS ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$242,966
Expenses. Total of all expenses incurred2010-12-31$31,560
Benefits paid (including direct rollovers)2010-12-31$31,150
Total plan assets at end of year2010-12-31$1,521,607
Total plan assets at beginning of year2010-12-31$1,310,201
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$7,335
Other income received2010-12-31$155,631
Net income (gross income less expenses)2010-12-31$211,406
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,521,607
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,310,201
Total contributions received or receivable from employer(s)2010-12-31$80,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$410
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : TATE-HILL-JACOBS ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TATE-HILL-JACOBS ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN

2009: TATE-HILL-JACOBS ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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