401k Plan data: BDD EMPLOYEES SAVINGS PLAN plan

BDD EMPLOYEES SAVINGS PLAN 401k Plan overview

Plan Name	BDD EMPLOYEES SAVINGS PLAN
Plan identification number	002

BDD EMPLOYEES SAVINGS 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.
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

BROCKETTE/DAVIS/DRAKE, INC. has sponsored the creation of one or more 401k plans.

Company Name: BROCKETTE/DAVIS/DRAKE, INC.

Employer identification number (EIN): 751246592

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about BROCKETTE/DAVIS/DRAKE, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1967-05-24

Company Identification Number: 0023533800

Legal Registered Office Address: 12377 MERIT DR STE 1100

DALLAS
United States of America (USA)
75251

More information about BROCKETTE/DAVIS/DRAKE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BDD EMPLOYEES SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 MARK SIMPKINS 2023-02-08
002 2021-01-01 MARK SIMPKINS 2022-02-18
002 2020-01-01 MARK SIMPKINS 2021-06-16
002 2019-01-01 MARK SIMPKINS 2020-02-29
002 2018-01-01 MARK SIMPKINS 2019-09-20
002 2017-01-01 MARK SIMPKINS 2018-04-24
002 2016-01-01 MARK SIMPKINS 2017-07-26
002 2015-01-01 MARK SIMPKINS 2016-09-30
002 2014-01-01 MARK SIMPKINS 2015-08-04
002 2013-01-01 MARK SIMPKINS
002 2012-01-01 MARK SIMPKINS
002 2011-01-01 MARK SIMPKINS
002 2009-01-01 MARK SIMPKINS
002 2009-01-01 MARK SIMPKINS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	MARK SIMPKINS	2023-02-08
002	2021-01-01	MARK SIMPKINS	2022-02-18
002	2020-01-01	MARK SIMPKINS	2021-06-16
002	2019-01-01	MARK SIMPKINS	2020-02-29
002	2018-01-01	MARK SIMPKINS	2019-09-20
002	2017-01-01	MARK SIMPKINS	2018-04-24
002	2016-01-01	MARK SIMPKINS	2017-07-26
002	2015-01-01	MARK SIMPKINS	2016-09-30
002	2014-01-01	MARK SIMPKINS	2015-08-04
002	2013-01-01	MARK SIMPKINS
002	2012-01-01	MARK SIMPKINS
002	2011-01-01	MARK SIMPKINS
002	2009-01-01	MARK SIMPKINS
002	2009-01-01	MARK SIMPKINS

Plan Statistics for BDD EMPLOYEES SAVINGS PLAN

401k plan membership statisitcs for BDD EMPLOYEES SAVINGS PLAN

Measure Date Value
2013: BDD EMPLOYEES SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 40
Number of other retired or separated participants entitled to future benefits 2013-01-01 23
Total of all active and inactive participants 2013-01-01 63
Total participants 2013-01-01 63
Number of participants with account balances 2013-01-01 53
2012: BDD EMPLOYEES SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 40
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 28
Total of all active and inactive participants 2012-01-01 68
Total participants 2012-01-01 68
Number of participants with account balances 2012-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: BDD EMPLOYEES SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 41
Number of other retired or separated participants entitled to future benefits 2011-01-01 30
Total of all active and inactive participants 2011-01-01 71
Total participants 2011-01-01 71
Number of participants with account balances 2011-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BDD EMPLOYEES SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 54
Number of other retired or separated participants entitled to future benefits 2009-01-01 32
Total of all active and inactive participants 2009-01-01 86
Total participants 2009-01-01 86
Number of participants with account balances 2009-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2013: BDD EMPLOYEES SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	40
Number of other retired or separated participants entitled to future benefits	2013-01-01	23
Total of all active and inactive participants	2013-01-01	63
Total participants	2013-01-01	63
Number of participants with account balances	2013-01-01	53
2012: BDD EMPLOYEES SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	40
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	28
Total of all active and inactive participants	2012-01-01	68
Total participants	2012-01-01	68
Number of participants with account balances	2012-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: BDD EMPLOYEES SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	41
Number of other retired or separated participants entitled to future benefits	2011-01-01	30
Total of all active and inactive participants	2011-01-01	71
Total participants	2011-01-01	71
Number of participants with account balances	2011-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BDD EMPLOYEES SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	54
Number of other retired or separated participants entitled to future benefits	2009-01-01	32
Total of all active and inactive participants	2009-01-01	86
Total participants	2009-01-01	86
Number of participants with account balances	2009-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on BDD EMPLOYEES SAVINGS PLAN

Measure	Date	Value
2013 : BDD EMPLOYEES SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,358,208
Expenses. Total of all expenses incurred	2013-12-31	$466,849
Benefits paid (including direct rollovers)	2013-12-31	$463,872
Total plan assets at end of year	2013-12-31	$5,648,634
Total plan assets at beginning of year	2013-12-31	$4,757,275
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$213,478
Other income received	2013-12-31	$1,100,323
Net income (gross income less expenses)	2013-12-31	$891,359
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,648,634
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,757,275
Assets. Value of participant loans	2013-12-31	$43,824
Total contributions received or receivable from employer(s)	2013-12-31	$44,407
Value of certain deemed distributions of participant loans	2013-12-31	$2,977
2012 : BDD EMPLOYEES SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$860,904
Expenses. Total of all expenses incurred	2012-12-31	$244,454
Benefits paid (including direct rollovers)	2012-12-31	$229,451
Total plan assets at end of year	2012-12-31	$4,757,275
Total plan assets at beginning of year	2012-12-31	$4,140,825
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$192,609
Contributions received from other sources (not participants or employers)	2012-12-31	$6,929
Other income received	2012-12-31	$624,001
Net income (gross income less expenses)	2012-12-31	$616,450
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,757,275
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,140,825
Assets. Value of participant loans	2012-12-31	$69,334
Total contributions received or receivable from employer(s)	2012-12-31	$37,365
Value of certain deemed distributions of participant loans	2012-12-31	$14,283
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$720
2011 : BDD EMPLOYEES SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$24,889
Expenses. Total of all expenses incurred	2011-12-31	$334,227
Benefits paid (including direct rollovers)	2011-12-31	$333,562
Total plan assets at end of year	2011-12-31	$4,140,825
Total plan assets at beginning of year	2011-12-31	$4,450,163
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$132,354
Other income received	2011-12-31	$-133,150
Net income (gross income less expenses)	2011-12-31	$-309,338
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,140,825
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,450,163
Assets. Value of participant loans	2011-12-31	$97,901
Total contributions received or receivable from employer(s)	2011-12-31	$25,685
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$665
2010 : BDD EMPLOYEES SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$838,403
Expenses. Total of all expenses incurred	2010-12-31	$258,417
Benefits paid (including direct rollovers)	2010-12-31	$253,678
Total plan assets at end of year	2010-12-31	$4,450,163
Total plan assets at beginning of year	2010-12-31	$3,870,177
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$182,591
Contributions received from other sources (not participants or employers)	2010-12-31	$90,851
Other income received	2010-12-31	$529,915
Net income (gross income less expenses)	2010-12-31	$579,986
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,450,163
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,870,177
Assets. Value of participant loans	2010-12-31	$69,520
Total contributions received or receivable from employer(s)	2010-12-31	$35,046
Value of certain deemed distributions of participant loans	2010-12-31	$4,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$739

Form 5500 Responses for BDD EMPLOYEES SAVINGS PLAN

2013: BDD EMPLOYEES SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BDD EMPLOYEES SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BDD EMPLOYEES SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BDD EMPLOYEES SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	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

930416-01

Policy instance

Insurance contract or identification number	930416-01
Number of Individuals Covered	52
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $11,242
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $11,242
Insurance broker organization code?	3
Insurance broker name	JOHN KRANTZ

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

Policy contract number

930416-01

Policy instance

Insurance contract or identification number	930416-01
Number of Individuals Covered	61
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $9,474
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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

Policy contract number

930416-01

Policy instance

Insurance contract or identification number	930416-01
Number of Individuals Covered	67
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $8,437
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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Company Name:	BROCKETTE/DAVIS/DRAKE, INC.
Employer identification number (EIN):	751246592
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1967-05-24
Company Identification Number:	0023533800
Legal Registered Office Address:	12377 MERIT DR STE 1100 DALLAS United States of America (USA) 75251