401k Plan data: COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & plan

COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & 401k Plan overview

Plan Name	COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN &
Plan identification number	001

COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COUGHLIN PORTER LUNDEEN has sponsored the creation of one or more 401k plans.

Company Name: COUGHLIN PORTER LUNDEEN

Employer identification number (EIN): 911649906

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN &

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 GEORGE THEO JAMES COUGHLIN 2018-10-09
001 2016-01-01 GEORGE THEO 2017-10-12 JAMES COUGHLIN 2017-10-12
001 2015-01-01 KIM PANEK 2016-10-17 JAMES COUGHLIN 2016-10-17
001 2014-01-01 KIM PANEK 2015-10-14 JAMES COUGHLIN 2015-10-14
001 2013-01-01 KIM PANEK 2014-09-29 JAMES COUGHLIN 2014-09-29
001 2012-01-01 KIM PANEK 2013-08-05 JAMES COUGHLIN 2013-08-05
001 2011-01-01 KIM PANEK 2012-07-20 JAMES COUGHLIN 2012-07-20
001 2010-01-01 CLAIRE WHITLEY 2011-07-26 JAMES COUGHLIN 2011-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	GEORGE THEO		JAMES COUGHLIN	2018-10-09
001	2016-01-01	GEORGE THEO	2017-10-12	JAMES COUGHLIN	2017-10-12
001	2015-01-01	KIM PANEK	2016-10-17	JAMES COUGHLIN	2016-10-17
001	2014-01-01	KIM PANEK	2015-10-14	JAMES COUGHLIN	2015-10-14
001	2013-01-01	KIM PANEK	2014-09-29	JAMES COUGHLIN	2014-09-29
001	2012-01-01	KIM PANEK	2013-08-05	JAMES COUGHLIN	2013-08-05
001	2011-01-01	KIM PANEK	2012-07-20	JAMES COUGHLIN	2012-07-20
001	2010-01-01	CLAIRE WHITLEY	2011-07-26	JAMES COUGHLIN	2011-07-26

Plan Statistics for COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN &

401k plan membership statisitcs for COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN &

Measure Date Value
2022: COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & 2022 401k membership
Total participants, beginning-of-year 2022-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 104
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 69
Total of all active and inactive participants 2022-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 173
Number of participants with account balances 2022-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & 2021 401k membership
Total participants, beginning-of-year 2021-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 106
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 56
Total of all active and inactive participants 2021-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 162
Number of participants with account balances 2021-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & 2020 401k membership
Total participants, beginning-of-year 2020-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 124
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 44
Total of all active and inactive participants 2020-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 168
Number of participants with account balances 2020-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & 2019 401k membership
Total participants, beginning-of-year 2019-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 108
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 50
Total of all active and inactive participants 2019-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 158
Number of participants with account balances 2019-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12
2018: COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & 2018 401k membership
Total participants, beginning-of-year 2018-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 107
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 40
Total of all active and inactive participants 2018-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 147
Number of participants with account balances 2018-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10
2017: COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & 2017 401k membership
Total participants, beginning-of-year 2017-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 118
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 31
Total of all active and inactive participants 2017-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 149
Number of participants with account balances 2017-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8

Measure	Date	Value
2022: COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & 2022 401k membership
Total participants, beginning-of-year	2022-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	104
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	69
Total of all active and inactive participants	2022-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	173
Number of participants with account balances	2022-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & 2021 401k membership
Total participants, beginning-of-year	2021-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	106
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	56
Total of all active and inactive participants	2021-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	162
Number of participants with account balances	2021-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & 2020 401k membership
Total participants, beginning-of-year	2020-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	124
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	44
Total of all active and inactive participants	2020-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	168
Number of participants with account balances	2020-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & 2019 401k membership
Total participants, beginning-of-year	2019-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	108
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	50
Total of all active and inactive participants	2019-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	158
Number of participants with account balances	2019-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12
2018: COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & 2018 401k membership
Total participants, beginning-of-year	2018-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	107
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	40
Total of all active and inactive participants	2018-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	147
Number of participants with account balances	2018-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10
2017: COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & 2017 401k membership
Total participants, beginning-of-year	2017-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	118
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	31
Total of all active and inactive participants	2017-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	149
Number of participants with account balances	2017-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8

Financial Data on COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN &

Measure	Date	Value
2022 : COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$11,547
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$220
Total income from all sources (including contributions)	2022-12-31	$-4,348,323
Total of all expenses incurred	2022-12-31	$386,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$337,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,833,690
Value of total assets at end of year	2022-12-31	$31,712,858
Value of total assets at beginning of year	2022-12-31	$36,436,378
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$49,153
Total interest from all sources	2022-12-31	$5,421
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$922,007
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	$922,007
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$1,190,503
Participant contributions at end of year	2022-12-31	$85,827
Participant contributions at beginning of year	2022-12-31	$82,780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$11,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$220
Administrative expenses (other) incurred	2022-12-31	$10,653
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	$-4,734,847
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$31,701,311
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$36,436,158
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
Investment advisory and management fees	2022-12-31	$38,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$30,481,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$35,249,289
Interest on participant loans	2022-12-31	$5,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$892,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$730,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$730,592
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$140
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,109,441
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	No
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	$643,187
Employer contributions (assets) at end of year	2022-12-31	$252,999
Employer contributions (assets) at beginning of year	2022-12-31	$373,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$337,371
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	CLARK NUBER, P.S.
Accountancy firm EIN	2022-12-31	911194016
2021 : COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$220
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$220
Total income from all sources (including contributions)	2021-12-31	$7,281,732
Total of all expenses incurred	2021-12-31	$5,248,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,200,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,944,802
Value of total assets at end of year	2021-12-31	$36,436,378
Value of total assets at beginning of year	2021-12-31	$34,402,726
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$47,496
Total interest from all sources	2021-12-31	$6,770
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,609,260
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	$1,609,260
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$1,176,945
Participant contributions at end of year	2021-12-31	$82,780
Participant contributions at beginning of year	2021-12-31	$126,101
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$220
Administrative expenses (other) incurred	2021-12-31	$8,996
Total non interest bearing cash at beginning of year	2021-12-31	$32,721
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	$2,033,652
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$36,436,158
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$34,402,506
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
Investment advisory and management fees	2021-12-31	$38,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$35,249,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$31,955,869
Interest on participant loans	2021-12-31	$6,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$730,592
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,803,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,803,822
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,720,900
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	No
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	$765,250
Employer contributions (assets) at end of year	2021-12-31	$373,717
Employer contributions (assets) at beginning of year	2021-12-31	$484,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,200,584
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	CLARK NUBER
Accountancy firm EIN	2021-12-31	911194016
2020 : COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$220
Total income from all sources (including contributions)	2020-12-31	$6,489,263
Total of all expenses incurred	2020-12-31	$823,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$777,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,174,819
Value of total assets at end of year	2020-12-31	$34,402,726
Value of total assets at beginning of year	2020-12-31	$28,736,957
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$45,863
Total interest from all sources	2020-12-31	$8,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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	$1,214,078
Participant contributions at end of year	2020-12-31	$126,101
Participant contributions at beginning of year	2020-12-31	$165,458
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$62,108
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$220
Administrative expenses (other) incurred	2020-12-31	$7,363
Total non interest bearing cash at end of year	2020-12-31	$32,721
Total non interest bearing cash at beginning of year	2020-12-31	$5,937
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	$5,665,549
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$34,402,506
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$28,736,957
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
Investment advisory and management fees	2020-12-31	$38,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$31,955,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$26,601,057
Interest on participant loans	2020-12-31	$8,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,803,822
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,512,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,512,835
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,305,688
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	No
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	$898,633
Employer contributions (assets) at end of year	2020-12-31	$484,213
Employer contributions (assets) at beginning of year	2020-12-31	$451,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$777,851
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	BDO USA, LLP
Accountancy firm EIN	2020-12-31	135381590
2019 : COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$7,541,390
Total income from all sources (including contributions)	2019-12-31	$7,541,390
Total of all expenses incurred	2019-12-31	$1,707,689
Total of all expenses incurred	2019-12-31	$1,707,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,662,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,662,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,230,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,230,315
Value of total assets at end of year	2019-12-31	$28,736,957
Value of total assets at end of year	2019-12-31	$28,736,957
Value of total assets at beginning of year	2019-12-31	$22,903,256
Value of total assets at beginning of year	2019-12-31	$22,903,256
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$45,230
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$45,230
Total interest from all sources	2019-12-31	$11,177
Total interest from all sources	2019-12-31	$11,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$6,730
Administrative expenses professional fees incurred	2019-12-31	$6,730
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,032,655
Contributions received from participants	2019-12-31	$1,032,655
Participant contributions at end of year	2019-12-31	$165,458
Participant contributions at end of year	2019-12-31	$165,458
Participant contributions at beginning of year	2019-12-31	$225,922
Participant contributions at beginning of year	2019-12-31	$225,922
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$380,942
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$380,942
Total non interest bearing cash at end of year	2019-12-31	$5,937
Total non interest bearing cash at end of year	2019-12-31	$5,937
Total non interest bearing cash at beginning of year	2019-12-31	$263
Total non interest bearing cash at beginning of year	2019-12-31	$263
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
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	$5,833,701
Value of net income/loss	2019-12-31	$5,833,701
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$28,736,957
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$28,736,957
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$22,903,256
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$22,903,256
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$38,500
Investment advisory and management fees	2019-12-31	$38,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$26,601,057
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$26,601,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$21,845,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$21,845,548
Interest on participant loans	2019-12-31	$11,026
Interest on participant loans	2019-12-31	$11,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,512,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,512,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$403,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$403,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$403,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$403,127
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$151
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,299,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,299,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
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	$816,718
Contributions received in cash from employer	2019-12-31	$816,718
Employer contributions (assets) at end of year	2019-12-31	$451,670
Employer contributions (assets) at end of year	2019-12-31	$451,670
Employer contributions (assets) at beginning of year	2019-12-31	$428,396
Employer contributions (assets) at beginning of year	2019-12-31	$428,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,662,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,662,459
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm EIN	2019-12-31	135381590
Accountancy firm EIN	2019-12-31	135381590
2018 : COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$100
Total income from all sources (including contributions)	2018-12-31	$-93,017
Total of all expenses incurred	2018-12-31	$739,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$693,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,777,907
Value of total assets at end of year	2018-12-31	$22,903,256
Value of total assets at beginning of year	2018-12-31	$23,735,914
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$46,508
Total interest from all sources	2018-12-31	$11,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$8,008
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
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	$922,478
Participant contributions at end of year	2018-12-31	$225,922
Participant contributions at beginning of year	2018-12-31	$162,048
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$83,993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$100
Total non interest bearing cash at end of year	2018-12-31	$263
Total non interest bearing cash at beginning of year	2018-12-31	$46,003
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	$-832,558
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$22,903,256
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$23,735,814
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
Investment advisory and management fees	2018-12-31	$38,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$21,845,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$22,738,410
Interest on participant loans	2018-12-31	$11,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$403,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$399,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$399,453
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$90
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,882,487
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	No
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	$771,436
Employer contributions (assets) at end of year	2018-12-31	$428,396
Employer contributions (assets) at beginning of year	2018-12-31	$390,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$693,033
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	PETERSON SULLIVAN LLP
Accountancy firm EIN	2018-12-31	910605875
2017 : COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$100
Total income from all sources (including contributions)	2017-12-31	$5,272,320
Total of all expenses incurred	2017-12-31	$386,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$341,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,851,249
Value of total assets at end of year	2017-12-31	$23,735,914
Value of total assets at beginning of year	2017-12-31	$18,849,617
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$44,359
Total interest from all sources	2017-12-31	$7,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$44,359
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$924,116
Participant contributions at end of year	2017-12-31	$162,048
Participant contributions at beginning of year	2017-12-31	$164,228
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$202,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$100
Total non interest bearing cash at end of year	2017-12-31	$46,003
Total non interest bearing cash at beginning of year	2017-12-31	$59,806
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	$4,886,197
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$23,735,814
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$18,849,617
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	$22,738,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$17,760,318
Interest on participant loans	2017-12-31	$7,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$399,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$412,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$412,834
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,413,444
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	$725,107
Employer contributions (assets) at end of year	2017-12-31	$390,000
Employer contributions (assets) at beginning of year	2017-12-31	$452,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$341,764
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	PETERSON SULLIVAN LLP
Accountancy firm EIN	2017-12-31	910605875

Form 5500 Responses for COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN &

2022: COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT 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: COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT 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: COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT 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: COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COUGHLIN PORTER LUNDEEN
Employer identification number (EIN):	911649906
NAIC Classification:	541330
NAIC Description:	Engineering Services