401k Plan data: BOWERS & KUBOTA CONSULTING, INC. ESOP plan

BOWERS & KUBOTA CONSULTING, INC. ESOP 401k Plan overview

Plan Name	BOWERS & KUBOTA CONSULTING, INC. ESOP
Plan identification number	002

BOWERS & KUBOTA CONSULTING, INC. ESOP Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. The employer maintaining this ESOP is an S Corporation Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

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, INC. ESOP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ERIC IWAMOTO
002 2016-01-01 BRIAN J. BOWERS
002 2015-01-01 BRIAN J. BOWERS
002 2014-01-01 BRIAN J. BOWERS
002 2013-01-01 BRIAN J. BOWERS
002 2012-01-01 BRIAN J. BOWERS

Plan Statistics for BOWERS & KUBOTA CONSULTING, INC. ESOP

401k plan membership statisitcs for BOWERS & KUBOTA CONSULTING, INC. ESOP

Measure Date Value
2022: BOWERS & KUBOTA CONSULTING, INC. ESOP 2022 401k membership
Total participants, beginning-of-year 2022-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 224
Number of retired or separated participants receiving benefits 2022-01-01 26
Number of other retired or separated participants entitled to future benefits 2022-01-01 67
Total of all active and inactive participants 2022-01-01 317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 319
Number of participants with account balances 2022-01-01 316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 15
2021: BOWERS & KUBOTA CONSULTING, INC. ESOP 2021 401k membership
Total participants, beginning-of-year 2021-01-01 298
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 230
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 30
Total of all active and inactive participants 2021-01-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 262
Number of participants with account balances 2021-01-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 14
2020: BOWERS & KUBOTA CONSULTING, INC. ESOP 2020 401k membership
Total participants, beginning-of-year 2020-01-01 276
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 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 25
Total of all active and inactive participants 2020-01-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 247
Number of participants with account balances 2020-01-01 246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 17
2019: BOWERS & KUBOTA CONSULTING, INC. ESOP 2019 401k membership
Total participants, beginning-of-year 2019-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 175
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 15
Total of all active and inactive participants 2019-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 192
Number of participants with account balances 2019-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: BOWERS & KUBOTA CONSULTING, INC. ESOP 2018 401k membership
Total participants, beginning-of-year 2018-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 173
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 14
Total of all active and inactive participants 2018-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 188
Number of participants with account balances 2018-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: BOWERS & KUBOTA CONSULTING, INC. ESOP 2017 401k membership
Total participants, beginning-of-year 2017-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 166
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 174
Number of participants with account balances 2017-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: BOWERS & KUBOTA CONSULTING, INC. ESOP 2016 401k membership
Total participants, beginning-of-year 2016-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 142
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 6
Total of all active and inactive participants 2016-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 148
Number of participants with account balances 2016-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: BOWERS & KUBOTA CONSULTING, INC. ESOP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 121
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 9
Total of all active and inactive participants 2015-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 130
Number of participants with account balances 2015-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: BOWERS & KUBOTA CONSULTING, INC. ESOP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 111
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 7
Total of all active and inactive participants 2014-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 119
Number of participants with account balances 2014-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: BOWERS & KUBOTA CONSULTING, INC. ESOP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 101
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 0
Total of all active and inactive participants 2013-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 101
Number of participants with account balances 2013-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: BOWERS & KUBOTA CONSULTING, INC. ESOP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 103
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 0
Total of all active and inactive participants 2012-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 103
Number of participants with account balances 2012-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: BOWERS & KUBOTA CONSULTING, INC. ESOP 2022 401k membership
Total participants, beginning-of-year	2022-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	224
Number of retired or separated participants receiving benefits	2022-01-01	26
Number of other retired or separated participants entitled to future benefits	2022-01-01	67
Total of all active and inactive participants	2022-01-01	317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	319
Number of participants with account balances	2022-01-01	316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	15
2021: BOWERS & KUBOTA CONSULTING, INC. ESOP 2021 401k membership
Total participants, beginning-of-year	2021-01-01	298
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	230
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	30
Total of all active and inactive participants	2021-01-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	262
Number of participants with account balances	2021-01-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	14
2020: BOWERS & KUBOTA CONSULTING, INC. ESOP 2020 401k membership
Total participants, beginning-of-year	2020-01-01	276
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	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	25
Total of all active and inactive participants	2020-01-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	247
Number of participants with account balances	2020-01-01	246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	17
2019: BOWERS & KUBOTA CONSULTING, INC. ESOP 2019 401k membership
Total participants, beginning-of-year	2019-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	175
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	15
Total of all active and inactive participants	2019-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	192
Number of participants with account balances	2019-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: BOWERS & KUBOTA CONSULTING, INC. ESOP 2018 401k membership
Total participants, beginning-of-year	2018-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	173
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	14
Total of all active and inactive participants	2018-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	188
Number of participants with account balances	2018-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: BOWERS & KUBOTA CONSULTING, INC. ESOP 2017 401k membership
Total participants, beginning-of-year	2017-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	166
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	174
Number of participants with account balances	2017-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: BOWERS & KUBOTA CONSULTING, INC. ESOP 2016 401k membership
Total participants, beginning-of-year	2016-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	142
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	6
Total of all active and inactive participants	2016-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	148
Number of participants with account balances	2016-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: BOWERS & KUBOTA CONSULTING, INC. ESOP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	121
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	9
Total of all active and inactive participants	2015-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	130
Number of participants with account balances	2015-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: BOWERS & KUBOTA CONSULTING, INC. ESOP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	111
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	7
Total of all active and inactive participants	2014-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	119
Number of participants with account balances	2014-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: BOWERS & KUBOTA CONSULTING, INC. ESOP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	101
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	0
Total of all active and inactive participants	2013-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	101
Number of participants with account balances	2013-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: BOWERS & KUBOTA CONSULTING, INC. ESOP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	103
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	0
Total of all active and inactive participants	2012-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	103
Number of participants with account balances	2012-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on BOWERS & KUBOTA CONSULTING, INC. ESOP

Measure	Date	Value
2022 : BOWERS & KUBOTA CONSULTING, INC. ESOP 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$924,029
Total unrealized appreciation/depreciation of assets	2022-12-31	$924,029
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$23,464,281
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$24,915,826
Expenses. Interest paid	2022-12-31	$662,760
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$662,760
Total income from all sources (including contributions)	2022-12-31	$6,617,962
Total of all expenses incurred	2022-12-31	$5,800,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,136,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,213,107
Value of total assets at end of year	2022-12-31	$110,308,171
Value of total assets at beginning of year	2022-12-31	$110,941,998
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$615
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$378,642
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	$28,642
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Other income not declared elsewhere	2022-12-31	$102,184
Administrative expenses (other) incurred	2022-12-31	$615
Total non interest bearing cash at end of year	2022-12-31	$102,184
Total non interest bearing cash at beginning of year	2022-12-31	$592,366
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	$817,718
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$86,843,890
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$86,026,172
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	$1,511,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,819,039
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$63
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$63
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
Assets. Invements in employer securities at end of year	2022-12-31	$108,210,000
Assets. Invements in employer securities at beginning of year	2022-12-31	$106,950,000
Contributions received in cash from employer	2022-12-31	$5,213,107
Employer contributions (assets) at end of year	2022-12-31	$484,276
Employer contributions (assets) at beginning of year	2022-12-31	$1,580,530
Income. Dividends from common stock	2022-12-31	$350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,136,869
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
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$23,464,281
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$24,915,826
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, INC. ESOP 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$26,620,700
Total unrealized appreciation/depreciation of assets	2021-12-31	$26,620,700
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$24,915,826
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$26,329,759
Expenses. Interest paid	2021-12-31	$700,372
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$700,372
Total income from all sources (including contributions)	2021-12-31	$31,760,241
Total of all expenses incurred	2021-12-31	$2,158,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,458,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,652,933
Value of total assets at end of year	2021-12-31	$109,941,998
Value of total assets at beginning of year	2021-12-31	$81,754,513
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$75
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$28,608
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	$28,608
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Other income not declared elsewhere	2021-12-31	$1,458,000
Administrative expenses (other) incurred	2021-12-31	$75
Total non interest bearing cash at end of year	2021-12-31	$592,366
Total non interest bearing cash at beginning of year	2021-12-31	$58,407
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	$29,601,418
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$85,026,172
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$55,424,754
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	$1,819,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,155,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$63
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$79
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$79
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
Assets. Invements in employer securities at end of year	2021-12-31	$106,950,000
Assets. Invements in employer securities at beginning of year	2021-12-31	$80,450,000
Contributions received in cash from employer	2021-12-31	$3,652,933
Employer contributions (assets) at end of year	2021-12-31	$580,530
Employer contributions (assets) at beginning of year	2021-12-31	$90,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,458,376
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
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$24,915,826
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$26,329,759
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, INC. ESOP 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$16,574,614
Total unrealized appreciation/depreciation of assets	2020-12-31	$16,574,614
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$26,329,759
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$27,707,057
Expenses. Interest paid	2020-12-31	$737,007
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$737,007
Total income from all sources (including contributions)	2020-12-31	$19,502,372
Total of all expenses incurred	2020-12-31	$1,539,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$802,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,910,872
Value of total assets at end of year	2020-12-31	$81,754,513
Value of total assets at beginning of year	2020-12-31	$65,168,681
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$150
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$16,886
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	$16,886
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Administrative expenses (other) incurred	2020-12-31	$150
Total non interest bearing cash at end of year	2020-12-31	$58,407
Total non interest bearing cash at beginning of year	2020-12-31	$4,722
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	$17,963,130
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$55,424,754
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$37,461,624
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	$1,155,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$453,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$79
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
Assets. Invements in employer securities at end of year	2020-12-31	$80,450,000
Assets. Invements in employer securities at beginning of year	2020-12-31	$63,960,000
Contributions received in cash from employer	2020-12-31	$2,910,872
Employer contributions (assets) at end of year	2020-12-31	$90,567
Employer contributions (assets) at beginning of year	2020-12-31	$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$802,085
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
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$26,329,759
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$27,707,057
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, INC. ESOP 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$9,030,000
Total unrealized appreciation/depreciation of assets	2019-12-31	$9,030,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$27,707,057
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$29,048,668
Expenses. Interest paid	2019-12-31	$772,694
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$772,694
Total income from all sources (including contributions)	2019-12-31	$11,893,339
Total of all expenses incurred	2019-12-31	$1,751,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$978,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,864,305
Value of total assets at end of year	2019-12-31	$65,168,681
Value of total assets at beginning of year	2019-12-31	$56,368,642
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$150
Total interest from all sources	2019-12-31	$75
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Administrative expenses (other) incurred	2019-12-31	$150
Total non interest bearing cash at end of year	2019-12-31	$4,722
Total non interest bearing cash at beginning of year	2019-12-31	$38,642
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	$10,141,650
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$37,461,624
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$27,319,974
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	$453,959
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$75
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$-1,041
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
Assets. Invements in employer securities at end of year	2019-12-31	$63,960,000
Assets. Invements in employer securities at beginning of year	2019-12-31	$54,930,000
Contributions received in cash from employer	2019-12-31	$2,864,305
Employer contributions (assets) at end of year	2019-12-31	$750,000
Employer contributions (assets) at beginning of year	2019-12-31	$1,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$978,845
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
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$27,707,057
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$29,048,668
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	CW ASSOCIATES, CPAS
Accountancy firm EIN	2019-12-31	261659234
2018 : BOWERS & KUBOTA CONSULTING, INC. ESOP 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$9,760,000
Total unrealized appreciation/depreciation of assets	2018-12-31	$9,760,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$29,048,668
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$30,355,516
Expenses. Interest paid	2018-12-31	$807,457
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$807,457
Total income from all sources (including contributions)	2018-12-31	$13,624,305
Total of all expenses incurred	2018-12-31	$1,136,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$329,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,864,305
Value of total assets at end of year	2018-12-31	$56,368,642
Value of total assets at beginning of year	2018-12-31	$45,188,113
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$80
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Administrative expenses (other) incurred	2018-12-31	$80
Total non interest bearing cash at end of year	2018-12-31	$38,642
Total non interest bearing cash at beginning of year	2018-12-31	$18,113
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	$12,487,377
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$27,319,974
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,832,597
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
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
Assets. Invements in employer securities at end of year	2018-12-31	$54,930,000
Assets. Invements in employer securities at beginning of year	2018-12-31	$45,170,000
Contributions received in cash from employer	2018-12-31	$3,864,305
Employer contributions (assets) at end of year	2018-12-31	$1,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$329,391
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
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$29,048,668
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$30,355,516
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	CW ASSOCIATES, CPAS
Accountancy firm EIN	2018-12-31	261659234
2017 : BOWERS & KUBOTA CONSULTING, INC. ESOP 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$18,480,000
Total unrealized appreciation/depreciation of assets	2017-12-31	$18,480,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$30,355,516
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$31,628,503
Expenses. Interest paid	2017-12-31	$841,318
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$841,318
Total income from all sources (including contributions)	2017-12-31	$20,644,305
Total of all expenses incurred	2017-12-31	$921,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$79,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,164,305
Value of total assets at end of year	2017-12-31	$45,188,113
Value of total assets at beginning of year	2017-12-31	$26,737,986
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Administrative expenses (other) incurred	2017-12-31	$145
Total non interest bearing cash at end of year	2017-12-31	$18,113
Total non interest bearing cash at beginning of year	2017-12-31	$42,945
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	$19,723,114
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$14,832,597
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$-4,890,517
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
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
Assets. Invements in employer securities at end of year	2017-12-31	$45,170,000
Assets. Invements in employer securities at beginning of year	2017-12-31	$26,690,000
Contributions received in cash from employer	2017-12-31	$2,164,305
Employer contributions (assets) at beginning of year	2017-12-31	$5,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$79,728
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
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$30,355,516
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$31,628,503
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	ROBERT H.Y. LEONG & COMPANY, CPAS
Accountancy firm EIN	2017-12-31	990183523
2016 : BOWERS & KUBOTA CONSULTING, INC. ESOP 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$8,700,000
Total unrealized appreciation/depreciation of assets	2016-12-31	$8,700,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$31,628,503
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$32,868,506
Expenses. Interest paid	2016-12-31	$874,302
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$874,302
Total income from all sources (including contributions)	2016-12-31	$10,819,346
Total of all expenses incurred	2016-12-31	$947,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$73,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,119,346
Value of total assets at end of year	2016-12-31	$26,737,986
Value of total assets at beginning of year	2016-12-31	$18,106,150
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$70
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Administrative expenses (other) incurred	2016-12-31	$70
Total non interest bearing cash at end of year	2016-12-31	$42,945
Total non interest bearing cash at beginning of year	2016-12-31	$116,150
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	$9,871,839
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$-4,890,517
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$-14,762,356
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
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
Assets. Invements in employer securities at end of year	2016-12-31	$26,690,000
Assets. Invements in employer securities at beginning of year	2016-12-31	$17,990,000
Contributions received in cash from employer	2016-12-31	$2,119,346
Employer contributions (assets) at end of year	2016-12-31	$5,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$73,135
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
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$31,628,503
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$32,868,506
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	ROBERT H.Y. LEONG & COMPANY, CPAS
Accountancy firm EIN	2016-12-31	990183523
2015 : BOWERS & KUBOTA CONSULTING, INC. ESOP 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$5,510,000
Total unrealized appreciation/depreciation of assets	2015-12-31	$5,510,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$32,868,506
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$34,076,379
Expenses. Interest paid	2015-12-31	$906,432
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$906,432
Total income from all sources (including contributions)	2015-12-31	$7,624,305
Total of all expenses incurred	2015-12-31	$930,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$23,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,114,305
Value of total assets at end of year	2015-12-31	$18,106,150
Value of total assets at beginning of year	2015-12-31	$12,620,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Administrative expenses (other) incurred	2015-12-31	$455
Total non interest bearing cash at end of year	2015-12-31	$116,150
Total non interest bearing cash at beginning of year	2015-12-31	$140,000
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	$6,694,023
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$-14,762,356
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$-21,456,379
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
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
Assets. Invements in employer securities at end of year	2015-12-31	$17,990,000
Assets. Invements in employer securities at beginning of year	2015-12-31	$12,480,000
Contributions received in cash from employer	2015-12-31	$2,114,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$23,395
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
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$32,868,506
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$34,076,379
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	ROBERT H.Y. LEONG & COMPANY, CPAS
Accountancy firm EIN	2015-12-31	990183523
2014 : BOWERS & KUBOTA CONSULTING, INC. ESOP 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$5,760,000
Total unrealized appreciation/depreciation of assets	2014-12-31	$5,760,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$34,076,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$35,252,956
Expenses. Interest paid	2014-12-31	$935,070
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$935,070
Total income from all sources (including contributions)	2014-12-31	$7,871,647
Total of all expenses incurred	2014-12-31	$935,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,111,647
Value of total assets at end of year	2014-12-31	$12,620,000
Value of total assets at beginning of year	2014-12-31	$6,860,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Total non interest bearing cash at end of year	2014-12-31	$140,000
Total non interest bearing cash at beginning of year	2014-12-31	$140,000
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	$6,936,577
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$-21,456,379
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$-28,392,956
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
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
Assets. Invements in employer securities at end of year	2014-12-31	$12,480,000
Assets. Invements in employer securities at beginning of year	2014-12-31	$6,720,000
Contributions received in cash from employer	2014-12-31	$2,111,647
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
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$34,076,379
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$35,252,956
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	ROBERT H.Y. LEONG & COMPANY, CPAS
Accountancy firm EIN	2014-12-31	990183523
2013 : BOWERS & KUBOTA CONSULTING, INC. ESOP 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$190,000
Total unrealized appreciation/depreciation of assets	2013-12-31	$190,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$35,252,956
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$39,129,540
Expenses. Interest paid	2013-12-31	$1,268,735
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-12-31	$1,268,735
Total income from all sources (including contributions)	2013-12-31	$3,015,446
Total of all expenses incurred	2013-12-31	$1,268,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,017,000
Value of total assets at end of year	2013-12-31	$6,860,000
Value of total assets at beginning of year	2013-12-31	$8,989,873
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$808,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$37,485
Total non interest bearing cash at end of year	2013-12-31	$140,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,746,711
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$-28,392,956
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$-30,139,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$6,720,000
Assets. Invements in employer securities at beginning of year	2013-12-31	$6,530,000
Contributions received in cash from employer	2013-12-31	$2,017,000
Employer contributions (assets) at beginning of year	2013-12-31	$2,459,873
Income. Dividends from common stock	2013-12-31	$808,446
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$35,252,956
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$39,092,055
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	ROBERT H.Y. LEONG & COMPANY, CPAS
Accountancy firm EIN	2013-12-31	990183523
2012 : BOWERS & KUBOTA CONSULTING, INC. ESOP 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$-33,470,000
Total unrealized appreciation/depreciation of assets	2012-12-31	$-33,470,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$39,129,540
Expenses. Interest paid	2012-12-31	$129,540
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-12-31	$129,540
Total income from all sources (including contributions)	2012-12-31	$-30,010,127
Total of all expenses incurred	2012-12-31	$129,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,459,873
Value of total assets at end of year	2012-12-31	$8,989,873
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,000,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$37,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-30,139,667
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$-30,139,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$6,530,000
Contributions received in cash from employer	2012-12-31	$2,459,873
Employer contributions (assets) at end of year	2012-12-31	$2,459,873
Income. Dividends from common stock	2012-12-31	$1,000,000
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2012-12-31	$39,092,055
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	ROBERT H.Y. LEONG & COMPANY, CPAS
Accountancy firm EIN	2012-12-31	990183523

Form 5500 Responses for BOWERS & KUBOTA CONSULTING, INC. ESOP

2022: BOWERS & KUBOTA CONSULTING, INC. ESOP 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BOWERS & KUBOTA CONSULTING, INC. ESOP 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BOWERS & KUBOTA CONSULTING, INC. ESOP 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BOWERS & KUBOTA CONSULTING, INC. ESOP 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BOWERS & KUBOTA CONSULTING, INC. ESOP 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BOWERS & KUBOTA CONSULTING, INC. ESOP 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BOWERS & KUBOTA CONSULTING, INC. ESOP 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BOWERS & KUBOTA CONSULTING, INC. ESOP 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BOWERS & KUBOTA CONSULTING, INC. ESOP 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BOWERS & KUBOTA CONSULTING, INC. ESOP 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BOWERS & KUBOTA CONSULTING, INC. ESOP 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

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.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

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