401k Plan data: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN plan

BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BHE GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

BHE GROUP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

BALZHISER & HUBBARD ENGINEERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: BALZHISER & HUBBARD ENGINEERS, INC.

Employer identification number (EIN): 930570397

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BHE GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-07-01
002 2018-07-01
002 2017-07-01 MONICA ANDERSON
002 2016-07-01 MONICA B ANDERSON
002 2015-07-01 MONICA B ANDERSON
002 2014-07-01 MONICA B ANDERSON
002 2013-07-01 MONICA B ANDERSON
002 2012-07-01 MONICA ANDERSON MONICA ANDERSON 2014-04-10
002 2011-07-01 MONICA ANDERSON MONICA ANDERSON 2013-04-15
002 2009-07-01 MONICA ANDERSON

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2018-07-01
002	2018-07-01
002	2017-07-01	MONICA ANDERSON
002	2016-07-01	MONICA B ANDERSON
002	2015-07-01	MONICA B ANDERSON
002	2014-07-01	MONICA B ANDERSON
002	2013-07-01	MONICA B ANDERSON
002	2012-07-01	MONICA ANDERSON	MONICA ANDERSON	2014-04-10
002	2011-07-01	MONICA ANDERSON	MONICA ANDERSON	2013-04-15
002	2009-07-01	MONICA ANDERSON

Plan Statistics for BHE GROUP, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BHE GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 33
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 0
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 0
Number of participants with account balances 2018-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 33
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 13
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 20
Total of all active and inactive participants 2017-07-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 33
Number of participants with account balances 2017-07-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 36
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 15
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 18
Total of all active and inactive participants 2016-07-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 33
Number of participants with account balances 2016-07-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 36
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 18
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 18
Total of all active and inactive participants 2015-07-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 36
Number of participants with account balances 2015-07-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 41
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 16
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 20
Total of all active and inactive participants 2014-07-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 36
Number of participants with account balances 2014-07-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 46
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 17
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 24
Total of all active and inactive participants 2013-07-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 41
Number of participants with account balances 2013-07-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 43
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 26
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 20
Total of all active and inactive participants 2012-07-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 46
Number of participants with account balances 2012-07-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 65
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 43
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 43
Number of participants with account balances 2011-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 56
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 54
Number of retired or separated participants receiving benefits 2009-07-01 15
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 2
Total participants 2009-07-01 71
Number of participants with account balances 2009-07-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2018: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	33
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	0
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	0
Number of participants with account balances	2018-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	33
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	13
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	20
Total of all active and inactive participants	2017-07-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	33
Number of participants with account balances	2017-07-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	36
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	15
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	18
Total of all active and inactive participants	2016-07-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	33
Number of participants with account balances	2016-07-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	36
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	18
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	18
Total of all active and inactive participants	2015-07-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	36
Number of participants with account balances	2015-07-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	41
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	16
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	20
Total of all active and inactive participants	2014-07-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	36
Number of participants with account balances	2014-07-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	46
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	17
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	24
Total of all active and inactive participants	2013-07-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	41
Number of participants with account balances	2013-07-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	43
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	26
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	20
Total of all active and inactive participants	2012-07-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	46
Number of participants with account balances	2012-07-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	65
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	43
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	43
Number of participants with account balances	2011-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	56
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	54
Number of retired or separated participants receiving benefits	2009-07-01	15
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	2
Total participants	2009-07-01	71
Number of participants with account balances	2009-07-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on BHE GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2019 : BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-06-30	$0
Total plan liabilities at end of year	2019-06-30	$0
Total plan liabilities at beginning of year	2019-06-30	$0
Total income from all sources	2019-06-30	$364,980
Expenses. Total of all expenses incurred	2019-06-30	$176,399
Benefits paid (including direct rollovers)	2019-06-30	$176,399
Total plan assets at end of year	2019-06-30	$4,504,633
Total plan assets at beginning of year	2019-06-30	$4,316,052
Value of fidelity bond covering the plan	2019-06-30	$425,000
Total contributions received or receivable from participants	2019-06-30	$79,956
Expenses. Other expenses not covered elsewhere	2019-06-30	$0
Contributions received from other sources (not participants or employers)	2019-06-30	$0
Other income received	2019-06-30	$231,153
Noncash contributions received	2019-06-30	$0
Net income (gross income less expenses)	2019-06-30	$188,581
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$4,504,633
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$4,316,052
Assets. Value of participant loans	2019-06-30	$12,830
Total contributions received or receivable from employer(s)	2019-06-30	$53,871
Value of certain deemed distributions of participant loans	2019-06-30	$0
Value of corrective distributions	2019-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-06-30	$0
Transfers to/from the plan	2019-03-31	$-4,412,781
Total plan liabilities at end of year	2019-03-31	$0
Total plan liabilities at beginning of year	2019-03-31	$0
Total income from all sources	2019-03-31	$202,532
Expenses. Total of all expenses incurred	2019-03-31	$105,803
Benefits paid (including direct rollovers)	2019-03-31	$105,803
Total plan assets at end of year	2019-03-31	$0
Total plan assets at beginning of year	2019-03-31	$4,316,052
Value of fidelity bond covering the plan	2019-03-31	$425,000
Total contributions received or receivable from participants	2019-03-31	$69,850
Expenses. Other expenses not covered elsewhere	2019-03-31	$0
Contributions received from other sources (not participants or employers)	2019-03-31	$0
Other income received	2019-03-31	$78,811
Noncash contributions received	2019-03-31	$0
Net income (gross income less expenses)	2019-03-31	$96,729
Net plan assets at end of year (total assets less liabilities)	2019-03-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-03-31	$4,316,052
Assets. Value of participant loans	2019-03-31	$0
Total contributions received or receivable from employer(s)	2019-03-31	$53,871
Value of certain deemed distributions of participant loans	2019-03-31	$0
Value of corrective distributions	2019-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-03-31	$0
2018 : BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-06-30	$0
Total plan liabilities at end of year	2018-06-30	$0
Total plan liabilities at beginning of year	2018-06-30	$0
Total income from all sources	2018-06-30	$551,046
Expenses. Total of all expenses incurred	2018-06-30	$473,079
Benefits paid (including direct rollovers)	2018-06-30	$472,929
Total plan assets at end of year	2018-06-30	$4,316,052
Total plan assets at beginning of year	2018-06-30	$4,238,085
Value of fidelity bond covering the plan	2018-06-30	$425,000
Total contributions received or receivable from participants	2018-06-30	$105,097
Expenses. Other expenses not covered elsewhere	2018-06-30	$0
Contributions received from other sources (not participants or employers)	2018-06-30	$0
Other income received	2018-06-30	$445,949
Noncash contributions received	2018-06-30	$0
Net income (gross income less expenses)	2018-06-30	$77,967
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$4,316,052
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$4,238,085
Assets. Value of participant loans	2018-06-30	$17,604
Total contributions received or receivable from employer(s)	2018-06-30	$0
Value of certain deemed distributions of participant loans	2018-06-30	$0
Value of corrective distributions	2018-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-06-30	$150
2017 : BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-06-30	$0
Total plan liabilities at end of year	2017-06-30	$0
Total plan liabilities at beginning of year	2017-06-30	$0
Total income from all sources	2017-06-30	$629,196
Expenses. Total of all expenses incurred	2017-06-30	$69,530
Benefits paid (including direct rollovers)	2017-06-30	$65,288
Total plan assets at end of year	2017-06-30	$4,238,085
Total plan assets at beginning of year	2017-06-30	$3,678,419
Value of fidelity bond covering the plan	2017-06-30	$425,000
Total contributions received or receivable from participants	2017-06-30	$110,416
Expenses. Other expenses not covered elsewhere	2017-06-30	$0
Contributions received from other sources (not participants or employers)	2017-06-30	$0
Other income received	2017-06-30	$478,602
Noncash contributions received	2017-06-30	$0
Net income (gross income less expenses)	2017-06-30	$559,666
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$4,238,085
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$3,678,419
Assets. Value of participant loans	2017-06-30	$23,320
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-06-30	$0
Total contributions received or receivable from employer(s)	2017-06-30	$40,178
Value of certain deemed distributions of participant loans	2017-06-30	$0
Value of corrective distributions	2017-06-30	$3,659
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$583
2016 : BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-06-30	$0
Total plan liabilities at end of year	2016-06-30	$0
Total plan liabilities at beginning of year	2016-06-30	$0
Total income from all sources	2016-06-30	$61,548
Expenses. Total of all expenses incurred	2016-06-30	$170,341
Benefits paid (including direct rollovers)	2016-06-30	$165,748
Total plan assets at end of year	2016-06-30	$3,678,419
Total plan assets at beginning of year	2016-06-30	$3,787,212
Value of fidelity bond covering the plan	2016-06-30	$425,000
Total contributions received or receivable from participants	2016-06-30	$106,628
Expenses. Other expenses not covered elsewhere	2016-06-30	$0
Contributions received from other sources (not participants or employers)	2016-06-30	$0
Other income received	2016-06-30	$-91,183
Noncash contributions received	2016-06-30	$0
Net income (gross income less expenses)	2016-06-30	$-108,793
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$3,678,419
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$3,787,212
Assets. Value of participant loans	2016-06-30	$28,704
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-06-30	$0
Total contributions received or receivable from employer(s)	2016-06-30	$46,103
Value of certain deemed distributions of participant loans	2016-06-30	$0
Value of corrective distributions	2016-06-30	$4,355
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$238
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-06-30	$0
Total plan liabilities at end of year	2015-06-30	$0
Total plan liabilities at beginning of year	2015-06-30	$0
Total income from all sources	2015-06-30	$315,084
Expenses. Total of all expenses incurred	2015-06-30	$174,237
Benefits paid (including direct rollovers)	2015-06-30	$174,204
Total plan assets at end of year	2015-06-30	$3,787,212
Total plan assets at beginning of year	2015-06-30	$3,646,365
Value of fidelity bond covering the plan	2015-06-30	$425,000
Total contributions received or receivable from participants	2015-06-30	$110,695
Expenses. Other expenses not covered elsewhere	2015-06-30	$0
Contributions received from other sources (not participants or employers)	2015-06-30	$0
Other income received	2015-06-30	$162,102
Noncash contributions received	2015-06-30	$0
Net income (gross income less expenses)	2015-06-30	$140,847
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$3,787,212
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$3,646,365
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-06-30	$0
Total contributions received or receivable from employer(s)	2015-06-30	$42,287
Value of certain deemed distributions of participant loans	2015-06-30	$0
Value of corrective distributions	2015-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$33
2014 : BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-06-30	$0
Total plan liabilities at end of year	2014-06-30	$0
Total income from all sources	2014-06-30	$808,467
Expenses. Total of all expenses incurred	2014-06-30	$1,841,598
Benefits paid (including direct rollovers)	2014-06-30	$1,841,584
Total plan assets at end of year	2014-06-30	$3,646,365
Total plan assets at beginning of year	2014-06-30	$4,679,496
Value of fidelity bond covering the plan	2014-06-30	$425,000
Total contributions received or receivable from participants	2014-06-30	$96,863
Expenses. Other expenses not covered elsewhere	2014-06-30	$0
Contributions received from other sources (not participants or employers)	2014-06-30	$0
Other income received	2014-06-30	$679,568
Noncash contributions received	2014-06-30	$0
Net income (gross income less expenses)	2014-06-30	$-1,033,131
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$3,646,365
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$4,679,496
Assets. Value of participant loans	2014-06-30	$0
Total contributions received or receivable from employer(s)	2014-06-30	$32,036
Value of certain deemed distributions of participant loans	2014-06-30	$0
Value of corrective distributions	2014-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$14
2013 : BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$695,389
Expenses. Total of all expenses incurred	2013-06-30	$941,391
Benefits paid (including direct rollovers)	2013-06-30	$941,266
Total plan assets at end of year	2013-06-30	$4,679,496
Total plan assets at beginning of year	2013-06-30	$4,925,498
Value of fidelity bond covering the plan	2013-06-30	$425,000
Total contributions received or receivable from participants	2013-06-30	$115,221
Other income received	2013-06-30	$547,638
Net income (gross income less expenses)	2013-06-30	$-246,002
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$4,679,496
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$4,925,498
Assets. Value of participant loans	2013-06-30	$48,679
Total contributions received or receivable from employer(s)	2013-06-30	$32,530
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$123,371
Expenses. Total of all expenses incurred	2012-06-30	$542,410
Benefits paid (including direct rollovers)	2012-06-30	$541,755
Total plan assets at end of year	2012-06-30	$4,925,498
Total plan assets at beginning of year	2012-06-30	$5,344,537
Value of fidelity bond covering the plan	2012-06-30	$425,000
Total contributions received or receivable from participants	2012-06-30	$225,119
Other income received	2012-06-30	$-147,563
Net income (gross income less expenses)	2012-06-30	$-419,039
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$4,925,498
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$5,344,537
Assets. Value of participant loans	2012-06-30	$70,931
Total contributions received or receivable from employer(s)	2012-06-30	$45,815
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$655
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$1,332,549
Expenses. Total of all expenses incurred	2011-06-30	$24,430
Benefits paid (including direct rollovers)	2011-06-30	$23,925
Total plan assets at end of year	2011-06-30	$5,344,537
Total plan assets at beginning of year	2011-06-30	$4,036,418
Value of fidelity bond covering the plan	2011-06-30	$425,000
Total contributions received or receivable from participants	2011-06-30	$263,157
Other income received	2011-06-30	$909,668
Net income (gross income less expenses)	2011-06-30	$1,308,119
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$5,344,537
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$4,036,418
Assets. Value of participant loans	2011-06-30	$31,206
Total contributions received or receivable from employer(s)	2011-06-30	$159,724
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$505
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for BHE GROUP, INC. 401(K) PROFIT SHARING PLAN

2018: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	Yes
2018-07-01	This submission is the final filing	Yes
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: BHE GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 )

Policy contract number

MQ00010360

Policy instance

Insurance contract or identification number	MQ00010360
Number of Individuals Covered	1
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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?	No
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
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker name

COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 )

Policy contract number

MQ00010360

Policy instance

Insurance contract or identification number	MQ00010360
Number of Individuals Covered	1
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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?	No
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

COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 )

Policy contract number

MQ00010360

Policy instance

Insurance contract or identification number	MQ00010360
Number of Individuals Covered	1
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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?	No
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

COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 )

Policy contract number

MQ00010360

Policy instance

Insurance contract or identification number	MQ00010360
Number of Individuals Covered	1
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 )

Policy contract number

CT54

Policy instance

Insurance contract or identification number	CT54
Number of Individuals Covered	1
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 )

Policy contract number

CT54

Policy instance

Insurance contract or identification number	CT54
Number of Individuals Covered	2
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BALZHISER & HUBBARD ENGINEERS, INC.
Employer identification number (EIN):	930570397
NAIC Classification:	541330
NAIC Description:	Engineering Services