401k Plan data: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN plan

BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 401k Plan overview

Plan Name	BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN
Plan identification number	001

BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

BOWERS AND KUBOTA CONSULTING has sponsored the creation of one or more 401k plans.

Company Name: BOWERS AND KUBOTA CONSULTING

Employer identification number (EIN): 990201320

NAIC Classification: 237990
NAIC Description: Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & 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 ERIC IWAMOTO
001 2016-01-01 BRIAN J. BOWERS
001 2015-01-01 BRIAN BOWERS
001 2014-01-01 BRIAN BOWERS
001 2013-01-01 BRIAN BOWERS 2014-10-14
001 2012-01-01 BRIAN J. BOWERS 2013-07-16
001 2011-01-01 BRIAN J. BOWERS 2012-06-19
001 2010-01-01 BRIAN J. BOWERS
001 2009-01-01 BRIAN J. BOWERS BRIAN J. BOWERS 2010-04-15

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	ERIC IWAMOTO
001	2016-01-01	BRIAN J. BOWERS
001	2015-01-01	BRIAN BOWERS
001	2014-01-01	BRIAN BOWERS
001	2013-01-01	BRIAN BOWERS	2014-10-14
001	2012-01-01	BRIAN J. BOWERS	2013-07-16
001	2011-01-01	BRIAN J. BOWERS	2012-06-19
001	2010-01-01	BRIAN J. BOWERS
001	2009-01-01	BRIAN J. BOWERS		BRIAN J. BOWERS	2010-04-15

Plan Statistics for BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN

401k plan membership statisitcs for BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN

Measure Date Value
2022: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 302
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 247
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 53
Total of all active and inactive participants 2022-01-01 301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 303
Number of participants with account balances 2022-01-01 281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 20
2021: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 302
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 253
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 43
Total of all active and inactive participants 2021-01-01 297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 299
Number of participants with account balances 2021-01-01 284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 22
2020: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 221
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 34
Total of all active and inactive participants 2020-01-01 256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 257
Number of participants with account balances 2020-01-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 13
2019: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 219
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 203
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 26
Total of all active and inactive participants 2019-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 230
Number of participants with account balances 2019-01-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2018: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 214
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 195
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 24
Total of all active and inactive participants 2018-01-01 219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 219
Number of participants with account balances 2018-01-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 190
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 23
Total of all active and inactive participants 2017-01-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 213
Number of participants with account balances 2017-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 179
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 16
Total of all active and inactive participants 2016-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 195
Number of participants with account balances 2016-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 149
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 17
Total of all active and inactive participants 2015-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 166
Number of participants with account balances 2015-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 136
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 10
Total of all active and inactive participants 2014-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 146
Number of participants with account balances 2014-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 8
2010: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 104
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 5
Total of all active and inactive participants 2010-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 109
Number of participants with account balances 2010-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 5
2009: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 95
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 99
Number of participants with account balances 2009-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	302
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	247
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	53
Total of all active and inactive participants	2022-01-01	301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	303
Number of participants with account balances	2022-01-01	281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	20
2021: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	302
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	253
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	43
Total of all active and inactive participants	2021-01-01	297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	299
Number of participants with account balances	2021-01-01	284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	22
2020: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	221
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	34
Total of all active and inactive participants	2020-01-01	256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	257
Number of participants with account balances	2020-01-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	13
2019: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	219
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	203
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	26
Total of all active and inactive participants	2019-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	230
Number of participants with account balances	2019-01-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2018: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	214
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	195
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	24
Total of all active and inactive participants	2018-01-01	219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	219
Number of participants with account balances	2018-01-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	190
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	23
Total of all active and inactive participants	2017-01-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	213
Number of participants with account balances	2017-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	179
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	16
Total of all active and inactive participants	2016-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	195
Number of participants with account balances	2016-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	149
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	17
Total of all active and inactive participants	2015-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	166
Number of participants with account balances	2015-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	136
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	10
Total of all active and inactive participants	2014-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	146
Number of participants with account balances	2014-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	8
2010: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	104
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	5
Total of all active and inactive participants	2010-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	109
Number of participants with account balances	2010-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	5
2009: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	95
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	99
Number of participants with account balances	2009-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN

Measure	Date	Value
2022 : BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-8,097,799
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,782,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,737,993
Expenses. Certain deemed distributions of participant loans	2022-12-31	$21,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,928,738
Value of total assets at end of year	2022-12-31	$41,097,865
Value of total assets at beginning of year	2022-12-31	$52,978,598
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$23,800
Total interest from all sources	2022-12-31	$20,757
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,411,890
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	$1,411,890
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$1,838,097
Participant contributions at end of year	2022-12-31	$425,130
Participant contributions at beginning of year	2022-12-31	$456,711
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$90,641
Other income not declared elsewhere	2022-12-31	$15,128
Administrative expenses (other) incurred	2022-12-31	$23,800
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	$-11,880,733
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$41,097,865
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$52,978,598
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$40,672,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$52,521,887
Interest on participant loans	2022-12-31	$20,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-11,474,312
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,737,993
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	CW ASSOCIATES CPAS
Accountancy firm EIN	2022-12-31	261659234
2021 : BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$404,901
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$16,866,123
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$7,582,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$7,512,935
Expenses. Certain deemed distributions of participant loans	2021-12-31	$47,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$9,510,904
Value of total assets at end of year	2021-12-31	$52,978,598
Value of total assets at beginning of year	2021-12-31	$43,290,052
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$21,646
Total interest from all sources	2021-12-31	$22,913
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,019,498
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	$2,019,498
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,075,071
Participant contributions at end of year	2021-12-31	$456,711
Participant contributions at beginning of year	2021-12-31	$445,889
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$6,582,432
Other income not declared elsewhere	2021-12-31	$14,990
Administrative expenses (other) incurred	2021-12-31	$21,646
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	$9,283,645
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$52,978,598
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$43,290,052
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$52,521,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$42,844,163
Interest on participant loans	2021-12-31	$22,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,297,818
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	$853,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$7,512,935
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	CW ASSOCIATES CPAS
Accountancy firm EIN	2021-12-31	261659234
2020 : BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$8,689,566
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$955,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$935,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,476,289
Value of total assets at end of year	2020-12-31	$43,290,052
Value of total assets at beginning of year	2020-12-31	$35,555,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$19,727
Total interest from all sources	2020-12-31	$21,061
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,118,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,118,444
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,595,585
Participant contributions at end of year	2020-12-31	$445,889
Participant contributions at beginning of year	2020-12-31	$391,083
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$76,483
Other income not declared elsewhere	2020-12-31	$15,010
Administrative expenses (other) incurred	2020-12-31	$19,727
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	$7,734,278
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$43,290,052
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$35,555,774
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$42,844,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$35,164,691
Interest on participant loans	2020-12-31	$21,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,058,762
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	$804,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$935,561
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	CW ASSOCIATES, CPAS
Accountancy firm EIN	2020-12-31	261659234
2019 : BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$9,356,906
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,015,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,995,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,737,280
Value of total assets at end of year	2019-12-31	$35,555,774
Value of total assets at beginning of year	2019-12-31	$28,214,394
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$20,060
Total interest from all sources	2019-12-31	$17,844
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$906,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$906,248
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,510,184
Participant contributions at end of year	2019-12-31	$391,083
Participant contributions at beginning of year	2019-12-31	$325,128
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$745,827
Other income not declared elsewhere	2019-12-31	$15,000
Administrative expenses (other) incurred	2019-12-31	$20,060
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	$7,341,380
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$35,555,774
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$28,214,394
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$35,164,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$27,889,266
Interest on participant loans	2019-12-31	$17,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,680,534
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
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	$481,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,995,466
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CWA ASSOCIATES, CPAS
Accountancy firm EIN	2019-12-31	261659234
2018 : BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$874,637
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,891,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,879,736
Expenses. Certain deemed distributions of participant loans	2018-12-31	$408
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,443,857
Value of total assets at end of year	2018-12-31	$28,214,394
Value of total assets at beginning of year	2018-12-31	$29,231,599
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$11,698
Total interest from all sources	2018-12-31	$15,798
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,350,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,350,255
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,398,858
Participant contributions at end of year	2018-12-31	$325,128
Participant contributions at beginning of year	2018-12-31	$323,828
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$615,837
Other income not declared elsewhere	2018-12-31	$15,000
Administrative expenses (other) incurred	2018-12-31	$11,698
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	$-1,017,205
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$28,214,394
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$29,231,599
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$27,889,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$28,907,771
Interest on participant loans	2018-12-31	$15,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,950,273
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	$429,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,879,736
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	TOM NISHIHARA
Accountancy firm EIN	2018-12-31	990183523
2017 : BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$6,210,483
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$381,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$342,587
Expenses. Certain deemed distributions of participant loans	2017-12-31	$26,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,926,781
Value of total assets at end of year	2017-12-31	$29,231,599
Value of total assets at beginning of year	2017-12-31	$23,402,283
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$11,668
Total interest from all sources	2017-12-31	$15,512
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$934,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$934,957
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,312,235
Participant contributions at end of year	2017-12-31	$323,828
Participant contributions at beginning of year	2017-12-31	$386,463
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$246,576
Other income not declared elsewhere	2017-12-31	$28,365
Administrative expenses (other) incurred	2017-12-31	$11,668
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	$5,829,316
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$29,231,599
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$23,402,283
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	$28,907,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$23,015,820
Interest on participant loans	2017-12-31	$15,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,304,868
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	$367,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$342,587
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	TOM NISHIHARA
Accountancy firm EIN	2017-12-31	990183523
2016 : BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$4,809,365
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,329,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,316,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,206,732
Value of total assets at end of year	2016-12-31	$23,402,283
Value of total assets at beginning of year	2016-12-31	$19,922,199
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$13,182
Total interest from all sources	2016-12-31	$15,447
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$643,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$643,773
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,145,123
Participant contributions at end of year	2016-12-31	$386,463
Participant contributions at beginning of year	2016-12-31	$308,669
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,717,599
Other income not declared elsewhere	2016-12-31	$15,010
Administrative expenses (other) incurred	2016-12-31	$13,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$3,480,084
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$23,402,283
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$19,922,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$23,015,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$19,613,530
Interest on participant loans	2016-12-31	$15,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$928,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$344,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,316,099
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	TOM NISHIHARA
Accountancy firm EIN	2016-12-31	990183523
2015 : BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,946,506
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$608,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$596,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,841,146
Value of total assets at end of year	2015-12-31	$19,922,199
Value of total assets at beginning of year	2015-12-31	$18,584,134
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$12,275
Total interest from all sources	2015-12-31	$10,819
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$970,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$970,944
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,046,983
Participant contributions at end of year	2015-12-31	$308,669
Participant contributions at beginning of year	2015-12-31	$204,874
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$495,027
Other income not declared elsewhere	2015-12-31	$58,545
Administrative expenses (other) incurred	2015-12-31	$12,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,338,065
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,922,199
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$18,584,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$19,613,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$18,379,260
Interest on participant loans	2015-12-31	$10,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-934,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$299,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$596,166
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	TOM NISHIHARA
Accountancy firm EIN	2015-12-31	990183523
2014 : BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,512,319
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$695,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$685,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,327,690
Value of total assets at end of year	2014-12-31	$18,584,134
Value of total assets at beginning of year	2014-12-31	$16,766,907
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$9,379
Total interest from all sources	2014-12-31	$6,744
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$911,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$911,005
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$910,279
Participant contributions at end of year	2014-12-31	$204,874
Participant contributions at beginning of year	2014-12-31	$110,517
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$159,367
Other income not declared elsewhere	2014-12-31	$8,243
Administrative expenses (other) incurred	2014-12-31	$9,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,817,227
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$18,584,134
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$16,766,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$18,379,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$16,632,827
Interest on participant loans	2014-12-31	$6,744
Value of interest in common/collective trusts at beginning of year	2014-12-31	$23,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$258,596
Net investment gain or loss from common/collective trusts	2014-12-31	$41
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$258,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$685,713
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	TOM NISHIHARA
Accountancy firm EIN	2014-12-31	990183523
2010 : BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$76
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$2,857,723
Expenses. Total of all expenses incurred	2010-12-31	$126,488
Benefits paid (including direct rollovers)	2010-12-31	$126,488
Total plan assets at end of year	2010-12-31	$10,628,691
Total plan assets at beginning of year	2010-12-31	$7,897,380
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$632,978
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$15,487
Other income received	2010-12-31	$1,214,683
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$2,731,235
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$10,628,615
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$7,897,380
Assets. Value of participant loans	2010-12-31	$2,477
Total contributions received or receivable from employer(s)	2010-12-31	$994,575
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 : BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT 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 BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN

2022: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2010: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT 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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-51-K976

Policy instance

Insurance contract or identification number	GAP-51-K976
Number of Individuals Covered	106
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $14,532
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?	Yes
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
Commission paid to Insurance Broker	USD $14,532
Additional information about fees paid to insurance broker	ADMINISTRATIVE PURPOSES
Insurance broker organization code?	6
Amount paid for insurance broker fees	0
Insurance broker name	PENSION SERVICES CORP.

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Company Name:	BOWERS AND KUBOTA CONSULTING
Employer identification number (EIN):	990201320
NAIC Classification:	237990
NAIC Description:	Other Heavy and Civil Engineering Construction