401k Plan data: COOKFOX ARCHITECTS, DPC 401K PLAN plan

COOKFOX ARCHITECTS, DPC 401K PLAN 401k Plan overview

Plan Name	COOKFOX ARCHITECTS, DPC 401K PLAN
Plan identification number	001

COOKFOX ARCHITECTS, DPC 401K 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.
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.
Plan covering Self-Employed individuals.
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

COOKFOX ARCHITECTS, DPC has sponsored the creation of one or more 401k plans.

Company Name: COOKFOX ARCHITECTS, DPC

Employer identification number (EIN): 811357519

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COOKFOX ARCHITECTS, DPC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 EMILIO DIPONIO 2023-09-28 EMILIO DIPONIO 2023-09-28
001 2021-01-01 EMILIO DIPONIO 2022-10-03 EMILIO DIPONIO 2022-10-03
001 2020-01-01 EMILIO DIPONIO 2021-10-04 EMILIO DIPONIO 2021-10-04
001 2019-01-01 EMILIO DIPONIO 2020-10-08 EMILIO DIPONIO 2020-10-08
001 2018-01-01 EMILIO DIPONIO 2019-09-20 EMILIO DIPONIO 2019-09-20
001 2017-01-01
001 2017-01-01
001 2016-01-01 EMILIO DIPONIO EMILIO DIPONIO 2018-06-29
001 2016-01-01 EMILIO DIPONIO 2018-10-10
001 2015-01-01 EMILIO DIPONIO 2016-06-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	EMILIO DIPONIO	2023-09-28	EMILIO DIPONIO	2023-09-28
001	2021-01-01	EMILIO DIPONIO	2022-10-03	EMILIO DIPONIO	2022-10-03
001	2020-01-01	EMILIO DIPONIO	2021-10-04	EMILIO DIPONIO	2021-10-04
001	2019-01-01	EMILIO DIPONIO	2020-10-08	EMILIO DIPONIO	2020-10-08
001	2018-01-01	EMILIO DIPONIO	2019-09-20	EMILIO DIPONIO	2019-09-20
001	2017-01-01
001	2017-01-01
001	2016-01-01	EMILIO DIPONIO		EMILIO DIPONIO	2018-06-29
001	2016-01-01			EMILIO DIPONIO	2018-10-10
001	2015-01-01	EMILIO DIPONIO	2016-06-02

Plan Statistics for COOKFOX ARCHITECTS, DPC 401K PLAN

401k plan membership statisitcs for COOKFOX ARCHITECTS, DPC 401K PLAN

Measure Date Value
2022: COOKFOX ARCHITECTS, DPC 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 105
Number of retired or separated participants receiving benefits 2022-01-01 58
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 163
Number of participants with account balances 2022-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: COOKFOX ARCHITECTS, DPC 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 95
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 57
Total of all active and inactive participants 2021-01-01 152
Total participants 2021-01-01 152
Number of participants with account balances 2021-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: COOKFOX ARCHITECTS, DPC 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 95
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 69
Total of all active and inactive participants 2020-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 164
Number of participants with account balances 2020-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: COOKFOX ARCHITECTS, DPC 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 90
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 63
Total of all active and inactive participants 2019-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 153
Number of participants with account balances 2019-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: COOKFOX ARCHITECTS, DPC 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 82
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 56
Total of all active and inactive participants 2018-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 138
Number of participants with account balances 2018-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: COOKFOX ARCHITECTS, DPC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 79
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 52
Total of all active and inactive participants 2017-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 131
Number of participants with account balances 2017-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: COOKFOX ARCHITECTS, DPC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 79
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 50
Total of all active and inactive participants 2016-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 129
Number of participants with account balances 2016-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8

Measure	Date	Value
2022: COOKFOX ARCHITECTS, DPC 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	105
Number of retired or separated participants receiving benefits	2022-01-01	58
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	163
Number of participants with account balances	2022-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: COOKFOX ARCHITECTS, DPC 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	95
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	57
Total of all active and inactive participants	2021-01-01	152
Total participants	2021-01-01	152
Number of participants with account balances	2021-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: COOKFOX ARCHITECTS, DPC 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	95
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	69
Total of all active and inactive participants	2020-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	164
Number of participants with account balances	2020-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: COOKFOX ARCHITECTS, DPC 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	90
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	63
Total of all active and inactive participants	2019-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	153
Number of participants with account balances	2019-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: COOKFOX ARCHITECTS, DPC 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	82
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	56
Total of all active and inactive participants	2018-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	138
Number of participants with account balances	2018-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: COOKFOX ARCHITECTS, DPC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	79
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	52
Total of all active and inactive participants	2017-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	131
Number of participants with account balances	2017-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: COOKFOX ARCHITECTS, DPC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	79
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	50
Total of all active and inactive participants	2016-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	129
Number of participants with account balances	2016-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8

Financial Data on COOKFOX ARCHITECTS, DPC 401K PLAN

Measure	Date	Value
2022 : COOKFOX ARCHITECTS, DPC 401K PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-448,324
Total of all expenses incurred	2022-12-31	$428,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$383,061
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$19,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,085,925
Value of total assets at end of year	2022-12-31	$9,325,560
Value of total assets at beginning of year	2022-12-31	$10,202,665
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$26,302
Total interest from all sources	2022-12-31	$10,813
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$169,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$169,286
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$810,823
Participant contributions at end of year	2022-12-31	$38,580
Participant contributions at beginning of year	2022-12-31	$5,513
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$68,340
Total non interest bearing cash at beginning of year	2022-12-31	$0
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	$-877,105
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,325,560
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,202,665
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	$8,198,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,261,725
Interest on participant loans	2022-12-31	$1,394
Interest earned on other investments	2022-12-31	$9,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,088,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$935,427
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,714,348
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	Yes
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	$206,762
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$383,061
Contract administrator fees	2022-12-31	$26,302
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	Unqualified
Accountancy firm name	2022-12-31	LILLING & COMPANY, LLP
Accountancy firm EIN	2022-12-31	133447681
2021 : COOKFOX ARCHITECTS, DPC 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$2,545,356
Total of all expenses incurred	2021-12-31	$976,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$952,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,080,390
Value of total assets at end of year	2021-12-31	$10,202,665
Value of total assets at beginning of year	2021-12-31	$8,634,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$24,364
Total interest from all sources	2021-12-31	$9,380
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$168,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$168,887
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$708,204
Participant contributions at end of year	2021-12-31	$5,513
Participant contributions at beginning of year	2021-12-31	$9,133
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$158,860
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
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	$1,568,529
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,202,665
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,634,136
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	$9,261,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,648,474
Income. Interest from loans (other than to participants)	2021-12-31	$335
Interest earned on other investments	2021-12-31	$9,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$935,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$976,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,286,699
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	Yes
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	$213,326
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$952,463
Contract administrator fees	2021-12-31	$24,364
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	Unqualified
Accountancy firm name	2021-12-31	LILLING & COMPANY, LLP
Accountancy firm EIN	2021-12-31	133447681
2020 : COOKFOX ARCHITECTS, DPC 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,920,657
Total of all expenses incurred	2020-12-31	$123,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$108,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$865,126
Value of total assets at end of year	2020-12-31	$8,634,136
Value of total assets at beginning of year	2020-12-31	$6,837,299
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$15,252
Total interest from all sources	2020-12-31	$9,936
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$127,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$127,642
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$615,394
Participant contributions at end of year	2020-12-31	$9,133
Participant contributions at beginning of year	2020-12-31	$1,354
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$33,839
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	$1,796,837
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,634,136
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,837,299
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,648,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,043,331
Interest on participant loans	2020-12-31	$10
Interest earned on other investments	2020-12-31	$9,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$976,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$792,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$917,953
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	Yes
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	$215,893
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$108,568
Contract administrator fees	2020-12-31	$15,252
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	Unqualified
Accountancy firm name	2020-12-31	LILLING & COMPANY, LLP
Accountancy firm EIN	2020-12-31	133447681
2019 : COOKFOX ARCHITECTS, DPC 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,983,742
Total of all expenses incurred	2019-12-31	$106,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$95,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$801,377
Value of total assets at end of year	2019-12-31	$6,837,299
Value of total assets at beginning of year	2019-12-31	$4,959,988
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,513
Total interest from all sources	2019-12-31	$107
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$127,861
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	$127,861
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$615,634
Participant contributions at end of year	2019-12-31	$1,354
Participant contributions at beginning of year	2019-12-31	$3,929
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$4,936
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	$1,877,311
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,837,299
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,959,988
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	$6,043,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,233,819
Interest on participant loans	2019-12-31	$107
Interest earned on other investments	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$792,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$722,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,054,397
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	Yes
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	$180,807
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$95,918
Contract administrator fees	2019-12-31	$10,513
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	LILLING & COMPANY, LLP
Accountancy firm EIN	2019-12-31	133447681
2018 : COOKFOX ARCHITECTS, DPC 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$479,848
Total of all expenses incurred	2018-12-31	$1,062,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,047,707
Value of total corrective distributions	2018-12-31	$3,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$785,876
Value of total assets at end of year	2018-12-31	$4,959,988
Value of total assets at beginning of year	2018-12-31	$5,542,435
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$11,210
Total interest from all sources	2018-12-31	$8,780
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$96,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$96,609
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$576,926
Participant contributions at end of year	2018-12-31	$3,929
Participant contributions at beginning of year	2018-12-31	$6,779
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$59,894
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	$-582,447
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,959,988
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,542,435
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	$4,233,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,616,863
Interest on participant loans	2018-12-31	$192
Interest earned on other investments	2018-12-31	$8,588
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$722,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$918,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-411,417
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	Yes
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	$149,056
Employer contributions (assets) at end of year	2018-12-31	$0
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	$1,047,707
Contract administrator fees	2018-12-31	$11,210
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	LILLING & COMPANY, LLP
Accountancy firm EIN	2018-12-31	133447681
2017 : COOKFOX ARCHITECTS, DPC 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,504,493
Total of all expenses incurred	2017-12-31	$350,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$301,174
Value of total corrective distributions	2017-12-31	$42,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$894,754
Value of total assets at end of year	2017-12-31	$5,706,897
Value of total assets at beginning of year	2017-12-31	$4,553,032
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$7,083
Total interest from all sources	2017-12-31	$1,571
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$96,220
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	$96,220
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$456,000
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	$538,961
Participant contributions at end of year	2017-12-31	$6,779
Participant contributions at beginning of year	2017-12-31	$24,567
Participant contributions at end of year	2017-12-31	$15,406
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$44,237
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	$1,153,865
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,706,897
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,553,032
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	$4,616,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,193,348
Interest on participant loans	2017-12-31	$1,571
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$335,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$918,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$511,948
Net investment gain or loss from common/collective trusts	2017-12-31	$3,807
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	$311,556
Employer contributions (assets) at end of year	2017-12-31	$149,056
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$301,174
Contract administrator fees	2017-12-31	$7,083
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	2017-12-31	Yes
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	LILLING & COMPANY, LLP
Accountancy firm EIN	2017-12-31	133447681
2016 : COOKFOX ARCHITECTS, DPC 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	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	$1,024,868
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,026,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,025,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$691,970
Value of total assets at end of year	2016-12-31	$4,553,032
Value of total assets at beginning of year	2016-12-31	$4,554,866
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$975
Total interest from all sources	2016-12-31	$737
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$121,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$121,310
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$456,000
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	$519,225
Participant contributions at end of year	2016-12-31	$24,567
Participant contributions at beginning of year	2016-12-31	$28,494
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$5,514
Administrative expenses (other) incurred	2016-12-31	$975
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	$-1,834
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,553,032
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,554,866
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	$4,193,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,089,679
Interest on participant loans	2016-12-31	$737
Value of interest in common/collective trusts at end of year	2016-12-31	$335,117
Value of interest in common/collective trusts at beginning of year	2016-12-31	$436,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$180,557
Net investment gain or loss from common/collective trusts	2016-12-31	$30,294
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	$167,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,025,727
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	LILLING AND COMPANY LLP
Accountancy firm EIN	2016-12-31	133447681

Form 5500 Responses for COOKFOX ARCHITECTS, DPC 401K PLAN

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

Insurance Providers Used on plan

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

590080-01

Policy instance

Insurance contract or identification number	590080-01
Number of Individuals Covered	147
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $2,201
Total amount of fees paid to insurance company	USD $0
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 $2,201
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

590080-01

Policy instance

Insurance contract or identification number	590080-01
Number of Individuals Covered	129
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $1,740
Total amount of fees paid to insurance company	USD $0
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 $1,740
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

590080-01

Policy instance

Insurance contract or identification number	590080-01
Number of Individuals Covered	143
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $1,599
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,599
Insurance broker organization code?	3

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

590080-01

Policy instance

Insurance contract or identification number	590080-01
Number of Individuals Covered	140
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,367
Total amount of fees paid to insurance company	USD $0
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 $1,367
Insurance broker organization code?	3

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

590080-01

Policy instance

Insurance contract or identification number	590080-01
Number of Individuals Covered	121
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,379
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,379
Insurance broker organization code?	3
Insurance broker name	JOHN CUNNINGHAM

Potentially related plans

COOKFOX ARCHITECTS, LLP 401(K) PLAN [EIN = 611452036]

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Company Name:	COOKFOX ARCHITECTS, DPC
Employer identification number (EIN):	811357519
NAIC Classification:	541310
NAIC Description:	Architectural Services