401k Plan data: ROCKWELL CONSULTING, INC. CASH BALANCE PLAN plan

ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 401k Plan overview

Plan Name	ROCKWELL CONSULTING, INC. CASH BALANCE PLAN
Plan identification number	002

ROCKWELL CONSULTING, INC. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROCKWELL CONSULTING, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROCKWELL CONSULTING, INC.

Employer identification number (EIN): 841254177

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about ROCKWELL CONSULTING, INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1993-12-17

Company Identification Number: 19931139336

Legal Registered Office Address: 1535 Culebra Avenue

Colorado Springs
United States of America (USA)
80907

More information about ROCKWELL CONSULTING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROCKWELL CONSULTING, INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 KENT ROCKWELL 2023-09-05 KENT ROCKWELL 2023-09-05
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 KENT D. ROCKWELL KENT D. ROCKWELL 2019-04-23
002 2018-01-01
002 2017-01-01 KENT D. ROCKWELL KENT D. ROCKWELL 2018-06-14
002 2016-01-01 KENT D. ROCKWELL KENT D. ROCKWELL 2017-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	KENT ROCKWELL	2023-09-05	KENT ROCKWELL	2023-09-05
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	KENT D. ROCKWELL		KENT D. ROCKWELL	2019-04-23
002	2018-01-01
002	2017-01-01	KENT D. ROCKWELL		KENT D. ROCKWELL	2018-06-14
002	2016-01-01	KENT D. ROCKWELL		KENT D. ROCKWELL	2017-07-27

Plan Statistics for ROCKWELL CONSULTING, INC. CASH BALANCE PLAN

401k plan membership statisitcs for ROCKWELL CONSULTING, INC. CASH BALANCE PLAN

Measure Date Value
2022: ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,702,594
Acturial value of plan assets 2022-12-31 1,702,594
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 821
Active participant vested funding target 2022-12-31 2,012,252
Number of active participants 2022-12-31 4
Total funding liabilities for active participants 2022-12-31 2,012,252
Total participant count 2022-12-31 5
Total funding target for all participants 2022-12-31 2,013,073
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 12,736
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 12,736
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 400,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 385,398
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 269,143
Net shortfall amortization installment of oustanding balance 2022-12-31 310,479
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 297,835
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 297,835
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 385,398
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,727,421
Acturial value of plan assets 2021-12-31 1,727,421
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 728
Active participant vested funding target 2021-12-31 1,609,527
Number of active participants 2021-12-31 5
Total funding liabilities for active participants 2021-12-31 1,609,981
Total participant count 2021-12-31 6
Total funding target for all participants 2021-12-31 1,610,709
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Present value of excess contributions 2021-12-31 38,393
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 38,393
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 212,425
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 209,444
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 313,420
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 196,708
Additional cash requirement 2021-12-31 196,708
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 209,444
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,534,200
Acturial value of plan assets 2020-12-31 1,534,200
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,115,002
Number of active participants 2020-12-31 5
Total funding liabilities for active participants 2020-12-31 115,002
Total participant count 2020-12-31 5
Total funding target for all participants 2020-12-31 115,002
Present value of excess contributions 2020-12-31 360,569
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 360,569
Total employer contributions 2020-12-31 112,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 110,886
Minimum required contributions for current year target normal cost 2020-12-31 491,691
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 72,493
Additional cash requirement 2020-12-31 72,493
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 110,886
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
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 0
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,063,022
Acturial value of plan assets 2019-12-31 1,063,022
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 823,141
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 823,141
Total participant count 2019-12-31 5
Total funding target for all participants 2019-12-31 823,141
Present value of excess contributions 2019-12-31 164,681
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 164,681
Total employer contributions 2019-12-31 375,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 372,409
Minimum required contributions for current year target normal cost 2019-12-31 251,721
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 11,840
Additional cash requirement 2019-12-31 11,840
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 372,409
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
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 0
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 587,255
Acturial value of plan assets 2018-12-31 587,255
Active participant vested funding target 2018-12-31 532,884
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 533,243
Total participant count 2018-12-31 5
Total funding target for all participants 2018-12-31 533,243
Present value of excess contributions 2018-12-31 87,327
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 87,327
Total employer contributions 2018-12-31 375,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 368,408
Minimum required contributions for current year target normal cost 2018-12-31 257,739
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 203,727
Additional cash requirement 2018-12-31 203,727
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 368,408
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
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 0
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 245,090
Acturial value of plan assets 2017-12-31 245,090
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 248,198
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 248,198
Present value of excess contributions 2017-12-31 2,561
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 2,561
Total employer contributions 2017-12-31 352,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 349,142
Minimum required contributions for current year target normal cost 2017-12-31 261,305
Net shortfall amortization installment of oustanding balance 2017-12-31 3,108
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 261,815
Additional cash requirement 2017-12-31 261,815
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 349,142
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
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 0
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 0
Acturial value of plan assets 2016-12-31 0
Number of active participants 2016-12-31 6
Total participant count 2016-12-31 6
Total funding target for all participants 2016-12-31 0
Total employer contributions 2016-12-31 235,089
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 233,193
Minimum required contributions for current year target normal cost 2016-12-31 230,632
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 230,632
Additional cash requirement 2016-12-31 230,632
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 233,193
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
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 0
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1

Measure	Date	Value
2022: ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,702,594
Acturial value of plan assets	2022-12-31	1,702,594
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	821
Active participant vested funding target	2022-12-31	2,012,252
Number of active participants	2022-12-31	4
Total funding liabilities for active participants	2022-12-31	2,012,252
Total participant count	2022-12-31	5
Total funding target for all participants	2022-12-31	2,013,073
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	12,736
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	12,736
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	400,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	385,398
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	269,143
Net shortfall amortization installment of oustanding balance	2022-12-31	310,479
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	297,835
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	297,835
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	385,398
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,727,421
Acturial value of plan assets	2021-12-31	1,727,421
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	728
Active participant vested funding target	2021-12-31	1,609,527
Number of active participants	2021-12-31	5
Total funding liabilities for active participants	2021-12-31	1,609,981
Total participant count	2021-12-31	6
Total funding target for all participants	2021-12-31	1,610,709
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Present value of excess contributions	2021-12-31	38,393
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	38,393
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	212,425
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	209,444
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	313,420
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	196,708
Additional cash requirement	2021-12-31	196,708
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	209,444
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,534,200
Acturial value of plan assets	2020-12-31	1,534,200
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,115,002
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	115,002
Total participant count	2020-12-31	5
Total funding target for all participants	2020-12-31	115,002
Present value of excess contributions	2020-12-31	360,569
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	360,569
Total employer contributions	2020-12-31	112,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	110,886
Minimum required contributions for current year target normal cost	2020-12-31	491,691
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	72,493
Additional cash requirement	2020-12-31	72,493
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	110,886
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
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	0
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,063,022
Acturial value of plan assets	2019-12-31	1,063,022
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	823,141
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	823,141
Total participant count	2019-12-31	5
Total funding target for all participants	2019-12-31	823,141
Present value of excess contributions	2019-12-31	164,681
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	164,681
Total employer contributions	2019-12-31	375,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	372,409
Minimum required contributions for current year target normal cost	2019-12-31	251,721
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	11,840
Additional cash requirement	2019-12-31	11,840
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	372,409
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
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	0
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	587,255
Acturial value of plan assets	2018-12-31	587,255
Active participant vested funding target	2018-12-31	532,884
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	533,243
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	533,243
Present value of excess contributions	2018-12-31	87,327
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	87,327
Total employer contributions	2018-12-31	375,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	368,408
Minimum required contributions for current year target normal cost	2018-12-31	257,739
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	203,727
Additional cash requirement	2018-12-31	203,727
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	368,408
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
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	0
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	245,090
Acturial value of plan assets	2017-12-31	245,090
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	248,198
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	248,198
Present value of excess contributions	2017-12-31	2,561
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	2,561
Total employer contributions	2017-12-31	352,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	349,142
Minimum required contributions for current year target normal cost	2017-12-31	261,305
Net shortfall amortization installment of oustanding balance	2017-12-31	3,108
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	261,815
Additional cash requirement	2017-12-31	261,815
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	349,142
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
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	0
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	0
Acturial value of plan assets	2016-12-31	0
Number of active participants	2016-12-31	6
Total participant count	2016-12-31	6
Total funding target for all participants	2016-12-31	0
Total employer contributions	2016-12-31	235,089
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	233,193
Minimum required contributions for current year target normal cost	2016-12-31	230,632
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	230,632
Additional cash requirement	2016-12-31	230,632
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	233,193
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
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	0
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1

Financial Data on ROCKWELL CONSULTING, INC. CASH BALANCE PLAN

Measure	Date	Value
2021 : ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$307,146
Expenses. Total of all expenses incurred	2021-12-31	$13,500
Total plan assets at end of year	2021-12-31	$1,939,846
Total plan assets at beginning of year	2021-12-31	$1,646,200
Value of fidelity bond covering the plan	2021-12-31	$2,000,000
Other income received	2021-12-31	$94,721
Net income (gross income less expenses)	2021-12-31	$293,646
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,939,846
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,646,200
Total contributions received or receivable from employer(s)	2021-12-31	$212,425
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$13,500
2020 : ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$219,216
Expenses. Total of all expenses incurred	2020-12-31	$11,038
Total plan assets at end of year	2020-12-31	$1,646,200
Total plan assets at beginning of year	2020-12-31	$1,438,022
Value of fidelity bond covering the plan	2020-12-31	$2,000,000
Other income received	2020-12-31	$107,216
Net income (gross income less expenses)	2020-12-31	$208,178
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,646,200
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,438,022
Total contributions received or receivable from employer(s)	2020-12-31	$112,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$11,038
2019 : ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$484,414
Expenses. Total of all expenses incurred	2019-12-31	$8,647
Total plan assets at end of year	2019-12-31	$1,438,022
Total plan assets at beginning of year	2019-12-31	$962,255
Value of fidelity bond covering the plan	2019-12-31	$2,000,000
Other income received	2019-12-31	$109,414
Net income (gross income less expenses)	2019-12-31	$475,767
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,438,022
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$962,255
Total contributions received or receivable from employer(s)	2019-12-31	$375,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$8,647
2018 : ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$368,688
Expenses. Total of all expenses incurred	2018-12-31	$3,523
Total plan assets at end of year	2018-12-31	$962,255
Total plan assets at beginning of year	2018-12-31	$597,090
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Other income received	2018-12-31	$-6,312
Net income (gross income less expenses)	2018-12-31	$365,165
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$962,255
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$597,090
Total contributions received or receivable from employer(s)	2018-12-31	$375,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,523
2017 : ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$363,099
Expenses. Total of all expenses incurred	2017-12-31	$1,098
Total plan assets at end of year	2017-12-31	$597,090
Total plan assets at beginning of year	2017-12-31	$235,089
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Other income received	2017-12-31	$11,099
Net income (gross income less expenses)	2017-12-31	$362,001
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$597,090
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$235,089
Total contributions received or receivable from employer(s)	2017-12-31	$352,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,098
2016 : ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$235,089
Total plan assets at end of year	2016-12-31	$235,089
Total plan assets at beginning of year	2016-12-31	$0
Value of fidelity bond covering the plan	2016-12-31	$400,000
Net income (gross income less expenses)	2016-12-31	$235,089
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$235,089
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$235,089

Form 5500 Responses for ROCKWELL CONSULTING, INC. CASH BALANCE PLAN

2021: ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROCKWELL CONSULTING, INC. CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

700907

Policy instance

Insurance contract or identification number	700907
Insurance policy start date	2017-03-08
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,345
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,345
Insurance broker organization code?	3
Insurance broker name	1ST GLOBAL CAPITAL CORP

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Company Name:	ROCKWELL CONSULTING, INC.
Employer identification number (EIN):	841254177
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1993-12-17
Company Identification Number:	19931139336
Legal Registered Office Address:	1535 Culebra Avenue Colorado Springs United States of America (USA) 80907