401k Plan data: PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN plan

PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN
Plan identification number	001

PMSM ARCHITECTS 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

PMSM ARCHITECTS has sponsored the creation of one or more 401k plans.

Company Name: PMSM ARCHITECTS

Employer identification number (EIN): 952273845

NAIC Classification: 541310
NAIC Description: Architectural Services

Additional information about PMSM ARCHITECTS

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1963-09-26

Company Identification Number: C0458149

Legal Registered Office Address: 560 Higuera St, Suite C

San Luis Obispo
United States of America (USA)
93401

More information about PMSM ARCHITECTS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ALAN KROEKER 2023-09-05
001 2021-01-01 ALAN KROEKER 2022-09-06
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 ALAN G. KROEKER
001 2012-01-01 ALAN G. KROEKER
001 2011-01-01 ALAN G. KROEKER
001 2009-01-01 DOUGLAS S. HENDRY

Plan Statistics for PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 33
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 40
Total participants 2017-01-01 40
Number of participants with account balances 2017-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 27
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 38
Number of participants with account balances 2016-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 24
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 34
Number of participants with account balances 2015-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 16
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 25
Number of participants with account balances 2014-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 11
Total of all active and inactive participants 2013-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 25
Number of participants with account balances 2013-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 29
Number of participants with account balances 2012-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 29
Number of participants with account balances 2011-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 20
Total of all active and inactive participants 2009-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 38
Number of participants with account balances 2009-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2017: PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	33
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	40
Total participants	2017-01-01	40
Number of participants with account balances	2017-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	27
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	38
Number of participants with account balances	2016-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	24
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	34
Number of participants with account balances	2015-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	16
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	25
Number of participants with account balances	2014-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	11
Total of all active and inactive participants	2013-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	25
Number of participants with account balances	2013-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	29
Number of participants with account balances	2012-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	29
Number of participants with account balances	2011-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	20
Total of all active and inactive participants	2009-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	38
Number of participants with account balances	2009-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2017 : PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$19,022
Total income from all sources	2017-12-31	$826,461
Expenses. Total of all expenses incurred	2017-12-31	$81,657
Benefits paid (including direct rollovers)	2017-12-31	$67,063
Total plan assets at end of year	2017-12-31	$3,947,976
Total plan assets at beginning of year	2017-12-31	$3,222,194
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$178,675
Expenses. Other expenses not covered elsewhere	2017-12-31	$650
Contributions received from other sources (not participants or employers)	2017-12-31	$1,197
Other income received	2017-12-31	$435,293
Net income (gross income less expenses)	2017-12-31	$744,804
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,947,976
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,203,172
Assets. Value of participant loans	2017-12-31	$38,927
Total contributions received or receivable from employer(s)	2017-12-31	$211,296
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$13,944
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$19,022
Total plan liabilities at beginning of year	2016-12-31	$7,769
Total income from all sources	2016-12-31	$526,630
Expenses. Total of all expenses incurred	2016-12-31	$177,293
Benefits paid (including direct rollovers)	2016-12-31	$167,562
Total plan assets at end of year	2016-12-31	$3,222,194
Total plan assets at beginning of year	2016-12-31	$2,861,604
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$142,997
Expenses. Other expenses not covered elsewhere	2016-12-31	$1,937
Other income received	2016-12-31	$210,769
Net income (gross income less expenses)	2016-12-31	$349,337
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,203,172
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,853,835
Assets. Value of participant loans	2016-12-31	$14,927
Total contributions received or receivable from employer(s)	2016-12-31	$172,864
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$7,794
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$275,210
Expenses. Total of all expenses incurred	2015-12-31	$11,720
Benefits paid (including direct rollovers)	2015-12-31	$665
Total plan assets at end of year	2015-12-31	$2,861,604
Total plan assets at beginning of year	2015-12-31	$2,598,114
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$139,585
Expenses. Other expenses not covered elsewhere	2015-12-31	$1,754
Contributions received from other sources (not participants or employers)	2015-12-31	$36,552
Other income received	2015-12-31	$-35,276
Net income (gross income less expenses)	2015-12-31	$263,490
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,861,604
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,598,114
Assets. Value of participant loans	2015-12-31	$19,095
Total contributions received or receivable from employer(s)	2015-12-31	$134,349
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$9,301
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$366,357
Expenses. Total of all expenses incurred	2014-12-31	$226,472
Benefits paid (including direct rollovers)	2014-12-31	$220,440
Total plan assets at end of year	2014-12-31	$2,598,114
Total plan assets at beginning of year	2014-12-31	$2,458,229
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$92,042
Expenses. Other expenses not covered elsewhere	2014-12-31	$6,032
Contributions received from other sources (not participants or employers)	2014-12-31	$3,830
Other income received	2014-12-31	$104,113
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$139,885
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,598,114
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,458,229
Assets. Value of participant loans	2014-12-31	$20,565
Total contributions received or receivable from employer(s)	2014-12-31	$166,372
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$3,000
Total income from all sources	2013-12-31	$530,630
Expenses. Total of all expenses incurred	2013-12-31	$1,490,398
Benefits paid (including direct rollovers)	2013-12-31	$1,479,885
Total plan assets at end of year	2013-12-31	$2,458,229
Total plan assets at beginning of year	2013-12-31	$3,420,997
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$71,990
Expenses. Other expenses not covered elsewhere	2013-12-31	$10,513
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$417,768
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-959,768
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,458,229
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,417,997
Assets. Value of participant loans	2013-12-31	$29,382
Total contributions received or receivable from employer(s)	2013-12-31	$40,872
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$3,000
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$452,155
Expenses. Total of all expenses incurred	2012-12-31	$30,413
Benefits paid (including direct rollovers)	2012-12-31	$15,861
Total plan assets at end of year	2012-12-31	$3,420,997
Total plan assets at beginning of year	2012-12-31	$2,996,255
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$73,405
Expenses. Other expenses not covered elsewhere	2012-12-31	$14,552
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$354,035
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$421,742
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,417,997
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,996,255
Assets. Value of participant loans	2012-12-31	$46,456
Total contributions received or receivable from employer(s)	2012-12-31	$24,715
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$50,697
Expenses. Total of all expenses incurred	2011-12-31	$883,670
Benefits paid (including direct rollovers)	2011-12-31	$869,228
Total plan assets at end of year	2011-12-31	$2,992,467
Total plan assets at beginning of year	2011-12-31	$3,825,440
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$57,573
Expenses. Other expenses not covered elsewhere	2011-12-31	$14,442
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-34,948
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-832,973
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,992,467
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,825,440
Assets. Value of participant loans	2011-12-31	$60,746
Total contributions received or receivable from employer(s)	2011-12-31	$28,072
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$469,923
Expenses. Total of all expenses incurred	2010-12-31	$260,480
Benefits paid (including direct rollovers)	2010-12-31	$249,492
Total plan assets at end of year	2010-12-31	$3,825,440
Total plan assets at beginning of year	2010-12-31	$3,615,997
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$56,625
Expenses. Other expenses not covered elsewhere	2010-12-31	$10,988
Contributions received from other sources (not participants or employers)	2010-12-31	$37,281
Other income received	2010-12-31	$322,017
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$209,443
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,825,440
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,615,997
Assets. Value of participant loans	2010-12-31	$66,825
Total contributions received or receivable from employer(s)	2010-12-31	$54,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PMSM ARCHITECTS 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

GREAT WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

940768-01

Policy instance

Insurance contract or identification number	940768-01
Number of Individuals Covered	37
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

940768-01

Policy instance

Insurance contract or identification number	940768-01
Number of Individuals Covered	32
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

940768-01

Policy instance

Insurance contract or identification number	940768-01
Number of Individuals Covered	23
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of fees paid to insurance company	USD $3,125
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	3125
Insurance broker organization code?	5
Insurance broker name	PENSYS, INC.

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

940768-01

Policy instance

Insurance contract or identification number	940768-01
Number of Individuals Covered	23
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,325
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3325
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Insurance broker name	SAN LUIS PENSION CONSULTANTS, INC.

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

940768-01

Policy instance

Insurance contract or identification number	940768-01
Number of Individuals Covered	28
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $3,048
Total amount of fees paid to insurance company	USD $4,759
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	4759
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $1,524
Insurance broker name	CHRISTOPHER DUMFORD

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

940768-01

Policy instance

Insurance contract or identification number	940768-01
Number of Individuals Covered	27
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $11,345
Total amount of fees paid to insurance company	USD $7,218
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

940768-01

Policy instance

Insurance contract or identification number	940768-01
Number of Individuals Covered	29
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,615
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	10615
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Insurance broker name	SAN LUIS PENSION CONSULTANTS, INC.

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The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	PMSM ARCHITECTS
Employer identification number (EIN):	952273845
NAIC Classification:	541310
NAIC Description:	Architectural Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1963-09-26
Company Identification Number:	C0458149
Legal Registered Office Address:	560 Higuera St, Suite C San Luis Obispo United States of America (USA) 93401

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	ALAN KROEKER	2023-09-05
001	2021-01-01	ALAN KROEKER	2022-09-06
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	ALAN G. KROEKER
001	2012-01-01	ALAN G. KROEKER
001	2011-01-01	ALAN G. KROEKER
001	2009-01-01	DOUGLAS S. HENDRY