401k Plan data: LSW ENGINEERS 401(K) PLAN plan

LSW ENGINEERS 401(K) PLAN 401k Plan overview

Plan Name	LSW ENGINEERS 401(K) PLAN
Plan identification number	003

LSW ENGINEERS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LSW ENGINEERS ARIZONA, INC. has sponsored the creation of one or more 401k plans.

Company Name: LSW ENGINEERS ARIZONA, INC.

Employer identification number (EIN): 860173957

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LSW ENGINEERS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 KAMILLE MABEE 2023-08-04
003 2021-01-01 KAMILLE MABEE 2022-07-19
003 2020-01-01 KAMILLE MABEE 2021-06-21
003 2018-01-01 KAMILLE MABEE 2019-06-12
003 2017-01-01 KAMILLE MABEE 2018-05-22
003 2016-01-01 KAMILLE MABEE 2017-05-22
003 2015-01-01 KAMILLE MABEE 2016-06-22
003 2014-01-01 KAMILLE MABEE 2015-07-13
003 2013-01-01 KAMILLE MABEE 2014-05-21
003 2012-01-01 B DOUGLAS SORENSEN 2013-07-24
003 2011-01-01 B DOUGLAS SORENSEN 2012-09-28 B DOUGLAS SORENSEN 2012-09-28
003 2010-01-01 DOUG SORENSEN 2011-05-25 DOUG SORENSEN 2011-05-25
003 2008-10-01 B. DOUGLAS SORENSEN B. DOUGLAS SORENSEN 2012-01-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	KAMILLE MABEE	2023-08-04
003	2021-01-01	KAMILLE MABEE	2022-07-19
003	2020-01-01	KAMILLE MABEE	2021-06-21
003	2018-01-01	KAMILLE MABEE	2019-06-12
003	2017-01-01	KAMILLE MABEE	2018-05-22
003	2016-01-01	KAMILLE MABEE	2017-05-22
003	2015-01-01	KAMILLE MABEE	2016-06-22
003	2014-01-01	KAMILLE MABEE	2015-07-13
003	2013-01-01	KAMILLE MABEE	2014-05-21
003	2012-01-01	B DOUGLAS SORENSEN	2013-07-24
003	2011-01-01	B DOUGLAS SORENSEN	2012-09-28	B DOUGLAS SORENSEN	2012-09-28
003	2010-01-01	DOUG SORENSEN	2011-05-25	DOUG SORENSEN	2011-05-25
003	2008-10-01	B. DOUGLAS SORENSEN		B. DOUGLAS SORENSEN	2012-01-30

Plan Statistics for LSW ENGINEERS 401(K) PLAN

401k plan membership statisitcs for LSW ENGINEERS 401(K) PLAN

Measure Date Value
2008: LSW ENGINEERS 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year 2008-10-01 60
Total number of active participants reported on line 7a of the Form 5500 2008-10-01 60
Number of retired or separated participants receiving benefits 2008-10-01 0
Number of other retired or separated participants entitled to future benefits 2008-10-01 0
Total of all active and inactive participants 2008-10-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-10-01 0
Total participants 2008-10-01 60
Number of participants with account balances 2008-10-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-10-01 0

Measure	Date	Value
2008: LSW ENGINEERS 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year	2008-10-01	60
Total number of active participants reported on line 7a of the Form 5500	2008-10-01	60
Number of retired or separated participants receiving benefits	2008-10-01	0
Number of other retired or separated participants entitled to future benefits	2008-10-01	0
Total of all active and inactive participants	2008-10-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-10-01	0
Total participants	2008-10-01	60
Number of participants with account balances	2008-10-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-10-01	0

Financial Data on LSW ENGINEERS 401(K) PLAN

Measure	Date	Value
2008 : LSW ENGINEERS 401(K) PLAN 2008 401k financial data
Total income from all sources	2008-12-31	$159,526
Expenses. Total of all expenses incurred	2008-12-31	$0
Total plan assets at end of year	2008-12-31	$159,526
Total plan assets at beginning of year	2008-12-31	$0
Total contributions received or receivable from participants	2008-12-31	$112,558
Other income received	2008-12-31	$-177
Net income (gross income less expenses)	2008-12-31	$159,526
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$159,526
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$0
Total contributions received or receivable from employer(s)	2008-12-31	$47,145

Form 5500 Responses for LSW ENGINEERS 401(K) PLAN

2008: LSW ENGINEERS 401(K) PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	First time form 5500 has been submitted	Yes
2008-10-01	Submission has been amended	Yes
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2008-10-01	Plan is a collectively bargained plan	No
2008-10-01	Plan funding arrangement – Insurance	Yes
2008-10-01	Plan funding arrangement – Trust	Yes
2008-10-01	Plan benefit arrangement – Insurance	Yes
2008-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

39345

Policy instance

Insurance contract or identification number	39345
Number of Individuals Covered	60
Insurance policy start date	2008-10-01
Insurance policy end date	2008-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $490
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	LSW ENGINEERS ARIZONA, INC.
Employer identification number (EIN):	860173957
NAIC Classification:	541330
NAIC Description:	Engineering Services