401k Plan data: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN plan

SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN
Plan identification number	002

SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

SUBSTATION ENGINEERING & DESIGN CORP. has sponsored the creation of one or more 401k plans.

Company Name: SUBSTATION ENGINEERING & DESIGN CORP.

Employer identification number (EIN): 631143366

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 DAVID R BUSBY
002 2017-01-01 DAVID R BUSBY
002 2016-01-01 DAVID R BUSBY
002 2015-01-01 DAVID R BUSBY
002 2014-01-01 DAVID R BUSBY
002 2013-01-01 DAVID R BUSBY
002 2012-01-01 DAVID R BUSBY 2013-02-26
002 2011-01-01 DAVID R BUSBY 2012-07-11
002 2010-01-01 DAVID R BUSBY 2011-07-15

Plan Statistics for SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Total of all active and inactive participants 2022-01-01 4
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 4
2021: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Total of all active and inactive participants 2021-01-01 4
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
2020: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Total of all active and inactive participants 2020-01-01 4
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
2019: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Total of all active and inactive participants 2019-01-01 4
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
2018: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Total of all active and inactive participants 2018-01-01 4
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
2017: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Total of all active and inactive participants 2017-01-01 4
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
2016: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Total of all active and inactive participants 2016-01-01 4
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
2015: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Total of all active and inactive participants 2015-01-01 4
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
2014: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Total of all active and inactive participants 2014-01-01 4
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
2013: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2022: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Total of all active and inactive participants	2022-01-01	4
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	4
2021: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Total of all active and inactive participants	2021-01-01	4
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
2020: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Total of all active and inactive participants	2020-01-01	4
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
2019: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Total of all active and inactive participants	2019-01-01	4
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
2018: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Total of all active and inactive participants	2018-01-01	4
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
2017: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Total of all active and inactive participants	2017-01-01	4
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
2016: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Total of all active and inactive participants	2016-01-01	4
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
2015: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Total of all active and inactive participants	2015-01-01	4
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
2014: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Total of all active and inactive participants	2014-01-01	4
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
2013: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-190,454
Expenses. Total of all expenses incurred	2022-12-31	$35,270
Total plan assets at end of year	2022-12-31	$1,908,605
Total plan assets at beginning of year	2022-12-31	$2,134,329
Value of fidelity bond covering the plan	2022-12-31	$200,000
Total contributions received or receivable from participants	2022-12-31	$27,000
Other income received	2022-12-31	$-290,278
Net income (gross income less expenses)	2022-12-31	$-225,724
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,908,605
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,134,329
Total contributions received or receivable from employer(s)	2022-12-31	$72,824
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$35,270
2021 : SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$295,606
Expenses. Total of all expenses incurred	2021-12-31	$36,220
Total plan assets at end of year	2021-12-31	$2,134,329
Total plan assets at beginning of year	2021-12-31	$1,874,943
Value of fidelity bond covering the plan	2021-12-31	$188,000
Total contributions received or receivable from participants	2021-12-31	$26,000
Other income received	2021-12-31	$201,305
Net income (gross income less expenses)	2021-12-31	$259,386
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,134,329
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,874,943
Total contributions received or receivable from employer(s)	2021-12-31	$68,301
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$36,220
2020 : SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$262,816
Expenses. Total of all expenses incurred	2020-12-31	$27,515
Total plan assets at end of year	2020-12-31	$1,874,943
Total plan assets at beginning of year	2020-12-31	$1,639,642
Value of fidelity bond covering the plan	2020-12-31	$164,000
Total contributions received or receivable from participants	2020-12-31	$26,000
Other income received	2020-12-31	$169,596
Net income (gross income less expenses)	2020-12-31	$235,301
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,874,943
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,639,642
Total contributions received or receivable from employer(s)	2020-12-31	$67,220
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$27,515
2019 : SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$322,258
Expenses. Total of all expenses incurred	2019-12-31	$23,823
Total plan assets at end of year	2019-12-31	$1,639,642
Total plan assets at beginning of year	2019-12-31	$1,341,207
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$25,000
Other income received	2019-12-31	$235,165
Net income (gross income less expenses)	2019-12-31	$298,435
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,639,642
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,341,207
Total contributions received or receivable from employer(s)	2019-12-31	$62,093
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$23,823
2018 : SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$3,111
Expenses. Total of all expenses incurred	2018-12-31	$22,232
Total plan assets at end of year	2018-12-31	$1,341,207
Total plan assets at beginning of year	2018-12-31	$1,360,328
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$24,500
Other income received	2018-12-31	$-80,976
Net income (gross income less expenses)	2018-12-31	$-19,121
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,341,207
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,360,328
Total contributions received or receivable from employer(s)	2018-12-31	$59,587
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$22,232
2017 : SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$239,096
Expenses. Total of all expenses incurred	2017-12-31	$19,999
Total plan assets at end of year	2017-12-31	$1,360,328
Total plan assets at beginning of year	2017-12-31	$1,141,231
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$24,000
Other income received	2017-12-31	$156,380
Net income (gross income less expenses)	2017-12-31	$219,097
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,360,328
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,141,231
Total contributions received or receivable from employer(s)	2017-12-31	$58,716
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$19,999
2016 : SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$134,454
Expenses. Total of all expenses incurred	2016-12-31	$672,781
Benefits paid (including direct rollovers)	2016-12-31	$655,189
Total plan assets at end of year	2016-12-31	$1,141,231
Total plan assets at beginning of year	2016-12-31	$1,679,558
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$24,000
Other income received	2016-12-31	$53,170
Net income (gross income less expenses)	2016-12-31	$-538,327
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,141,231
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,679,558
Total contributions received or receivable from employer(s)	2016-12-31	$57,284
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$17,592
2015 : SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$16,058
Expenses. Total of all expenses incurred	2015-12-31	$29,089
Total plan assets at end of year	2015-12-31	$1,679,558
Total plan assets at beginning of year	2015-12-31	$1,692,589
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$24,000
Other income received	2015-12-31	$-63,950
Net income (gross income less expenses)	2015-12-31	$-13,031
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,679,558
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,692,589
Total contributions received or receivable from employer(s)	2015-12-31	$56,008
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$29,089
2014 : SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$159,966
Expenses. Total of all expenses incurred	2014-12-31	$27,157
Total plan assets at end of year	2014-12-31	$1,692,589
Total plan assets at beginning of year	2014-12-31	$1,559,780
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$23,000
Other income received	2014-12-31	$81,224
Net income (gross income less expenses)	2014-12-31	$132,809
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,692,589
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,559,780
Total contributions received or receivable from employer(s)	2014-12-31	$55,742
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$27,157
2013 : SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$299,303
Expenses. Total of all expenses incurred	2013-12-31	$23,058
Total plan assets at end of year	2013-12-31	$1,559,780
Total plan assets at beginning of year	2013-12-31	$1,283,535
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$23,000
Other income received	2013-12-31	$223,465
Net income (gross income less expenses)	2013-12-31	$276,245
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,559,780
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,283,535
Total contributions received or receivable from employer(s)	2013-12-31	$52,838
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$23,058

Form 5500 Responses for SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN

2022: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SUBSTATION ENGINEERING & DESIGN CORP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SUBSTATION ENGINEERING & DESIGN CORP.
Employer identification number (EIN):	631143366
NAIC Classification:	541330
NAIC Description:	Engineering Services