401k Plan data: KSQ ARCHITECTS, P.C. 401(K) PLAN plan

KSQ ARCHITECTS, P.C. 401(K) PLAN 401k Plan overview

Plan Name	KSQ ARCHITECTS, P.C. 401(K) PLAN
Plan identification number	001

KSQ ARCHITECTS, P.C. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KSQ ARCHITECTS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: KSQ ARCHITECTS, P.C.

Employer identification number (EIN): 731334060

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KSQ ARCHITECTS, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 LESLIE ZIMMERMAN
001 2015-01-01 NICOLE URBANAVAGE 2016-10-17 NICOLE URBANAVAGE 2016-10-17
001 2014-01-01 GARY ROUSE 2015-10-14
001 2007-01-01 LESLIE HOLDER LESLIE HOLDER 2010-04-21

Plan Statistics for KSQ ARCHITECTS, P.C. 401(K) PLAN

401k plan membership statisitcs for KSQ ARCHITECTS, P.C. 401(K) PLAN

Measure Date Value
2022: KSQ ARCHITECTS, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 19
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 38
Total of all active and inactive participants 2022-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 57
Number of participants with account balances 2022-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: KSQ ARCHITECTS, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 21
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 44
Total of all active and inactive participants 2021-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 65
Number of participants with account balances 2021-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: KSQ ARCHITECTS, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 20
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 25
Total of all active and inactive participants 2020-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 45
Number of participants with account balances 2020-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: KSQ ARCHITECTS, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 58
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 28
Total of all active and inactive participants 2019-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 86
Number of participants with account balances 2019-01-01 72
2018: KSQ ARCHITECTS, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 63
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 29
Total of all active and inactive participants 2018-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 92
Number of participants with account balances 2018-01-01 86
2017: KSQ ARCHITECTS, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 67
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 28
Total of all active and inactive participants 2017-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 95
Number of participants with account balances 2017-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: KSQ ARCHITECTS, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 84
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 22
Total of all active and inactive participants 2016-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 106
Number of participants with account balances 2016-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2007: KSQ ARCHITECTS, P.C. 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 26
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 5
Total of all active and inactive participants 2007-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 31
Number of participants with account balances 2007-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2022: KSQ ARCHITECTS, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	19
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	38
Total of all active and inactive participants	2022-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	57
Number of participants with account balances	2022-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: KSQ ARCHITECTS, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	21
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	44
Total of all active and inactive participants	2021-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	65
Number of participants with account balances	2021-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: KSQ ARCHITECTS, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	20
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	25
Total of all active and inactive participants	2020-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	45
Number of participants with account balances	2020-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: KSQ ARCHITECTS, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	58
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	28
Total of all active and inactive participants	2019-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	86
Number of participants with account balances	2019-01-01	72
2018: KSQ ARCHITECTS, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	63
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	29
Total of all active and inactive participants	2018-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	92
Number of participants with account balances	2018-01-01	86
2017: KSQ ARCHITECTS, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	67
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	28
Total of all active and inactive participants	2017-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	95
Number of participants with account balances	2017-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: KSQ ARCHITECTS, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	84
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	22
Total of all active and inactive participants	2016-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	106
Number of participants with account balances	2016-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2007: KSQ ARCHITECTS, P.C. 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	26
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	5
Total of all active and inactive participants	2007-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	31
Number of participants with account balances	2007-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on KSQ ARCHITECTS, P.C. 401(K) PLAN

Measure	Date	Value
2022 : KSQ ARCHITECTS, P.C. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-393,428
Expenses. Total of all expenses incurred	2022-12-31	$296,322
Benefits paid (including direct rollovers)	2022-12-31	$282,632
Total plan assets at end of year	2022-12-31	$2,484,380
Total plan assets at beginning of year	2022-12-31	$3,174,130
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$103,702
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-568,796
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-689,750
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,484,380
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,174,130
Assets. Value of participant loans	2022-12-31	$9,311
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$71,666
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$-4,829
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$18,519
2021 : KSQ ARCHITECTS, P.C. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$536,374
Expenses. Total of all expenses incurred	2021-12-31	$371,045
Benefits paid (including direct rollovers)	2021-12-31	$332,689
Total plan assets at end of year	2021-12-31	$3,174,130
Total plan assets at beginning of year	2021-12-31	$3,008,801
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$112,123
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$30,589
Other income received	2021-12-31	$361,825
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$165,329
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,174,130
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,008,801
Assets. Value of participant loans	2021-12-31	$30,313
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$31,837
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$19,081
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$19,275
2020 : KSQ ARCHITECTS, P.C. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$534,709
Expenses. Total of all expenses incurred	2020-12-31	$1,010,061
Benefits paid (including direct rollovers)	2020-12-31	$994,591
Total plan assets at end of year	2020-12-31	$3,008,801
Total plan assets at beginning of year	2020-12-31	$3,484,153
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$121,413
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$7,417
Other income received	2020-12-31	$405,879
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-475,352
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,008,801
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,484,153
Assets. Value of participant loans	2020-12-31	$38,177
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$-5,186
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$20,656
2019 : KSQ ARCHITECTS, P.C. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$2,386
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$884,165
Expenses. Total of all expenses incurred	2019-12-31	$911,354
Benefits paid (including direct rollovers)	2019-12-31	$889,454
Total plan assets at end of year	2019-12-31	$3,484,153
Total plan assets at beginning of year	2019-12-31	$3,508,956
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$158,416
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$725,749
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-27,189
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,484,153
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,508,956
Assets. Value of participant loans	2019-12-31	$14,403
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$21,900
2017 : KSQ ARCHITECTS, P.C. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$935,500
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$976,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$952,741
Expenses. Certain deemed distributions of participant loans	2017-12-31	$10,994
Value of total corrective distributions	2017-12-31	$7,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$331,985
Value of total assets at end of year	2017-12-31	$4,129,732
Value of total assets at beginning of year	2017-12-31	$4,170,653
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,130
Total interest from all sources	2017-12-31	$3,107
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$92,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$92,163
Administrative expenses professional fees incurred	2017-12-31	$5,130
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$331,985
Participant contributions at end of year	2017-12-31	$6,974
Participant contributions at beginning of year	2017-12-31	$17,841
Other income not declared elsewhere	2017-12-31	$-421
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	$-40,921
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,129,732
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,170,653
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	$3,915,806
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$3,935,300
Interest on participant loans	2017-12-31	$735
Interest earned on other investments	2017-12-31	$2,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$2,762
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$2,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$2,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$204,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$214,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$508,666
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$952,741
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	ELLIOTT, DOZIER & HELLAND, PC
Accountancy firm EIN	2017-12-31	261109909
2016 : KSQ ARCHITECTS, P.C. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,225,495
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,032,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,027,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$832,177
Value of total assets at end of year	2016-12-31	$4,170,653
Value of total assets at beginning of year	2016-12-31	$3,978,109
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,877
Total interest from all sources	2016-12-31	$3,858
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$5,027
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$480,005
Participant contributions at end of year	2016-12-31	$17,841
Participant contributions at beginning of year	2016-12-31	$24,964
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$152,285
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	$192,544
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,170,653
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,978,109
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 pooled separate accounts at end of year	2016-12-31	$3,935,300
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,690,638
Interest on participant loans	2016-12-31	$754
Interest earned on other investments	2016-12-31	$3,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$2,732
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$2,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$2,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$214,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$259,824
Net investment gain/loss from pooled separate accounts	2016-12-31	$389,460
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	$199,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,027,074
Contract administrator fees	2016-12-31	$850
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	ELLIOTT, DOZIER & HELLAND, PC
Accountancy firm EIN	2016-12-31	261109909

Form 5500 Responses for KSQ ARCHITECTS, P.C. 401(K) PLAN

2022: KSQ ARCHITECTS, P.C. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KSQ ARCHITECTS, P.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KSQ ARCHITECTS, P.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KSQ ARCHITECTS, P.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KSQ ARCHITECTS, P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KSQ ARCHITECTS, P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KSQ ARCHITECTS, P.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2007: KSQ ARCHITECTS, P.C. 401(K) PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

943753-01

Policy instance

Insurance contract or identification number	943753-01
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

943753-01

Policy instance

Insurance contract or identification number	943753-01
Number of Individuals Covered	18
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $913
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $913
Insurance broker organization code?	3
Insurance broker name

Potentially related plans

KSQ ARCHITECTS, P.C. 401(K) PLAN [EIN = 733040108]

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Company Name:	KSQ ARCHITECTS, P.C.
Employer identification number (EIN):	731334060
NAIC Classification:	541310
NAIC Description:	Architectural Services