401k Plan data: BURO HAPPOLD RETIREMENT PLAN plan

BURO HAPPOLD RETIREMENT PLAN 401k Plan overview

Plan Name	BURO HAPPOLD RETIREMENT PLAN
Plan identification number	003

BURO HAPPOLD RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BURO HAPPOLD CONSULTING ENGINEERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: BURO HAPPOLD CONSULTING ENGINEERS, INC.

Employer identification number (EIN): 205154355

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about BURO HAPPOLD CONSULTING ENGINEERS, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2010-02-24

Company Identification Number: 0801234629

Legal Registered Office Address: 800 WILSHIRE BLVD STE 1600 C/O JOYCE ENG

LOS ANGELES
United States of America (USA)
90017

More information about BURO HAPPOLD CONSULTING ENGINEERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURO HAPPOLD RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01

Plan Statistics for BURO HAPPOLD RETIREMENT PLAN

401k plan membership statisitcs for BURO HAPPOLD RETIREMENT PLAN

Measure Date Value
2023: BURO HAPPOLD RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 519
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 457
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 139
Total of all active and inactive participants 2023-01-01 597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 597
Number of participants with account balances 2023-01-01 563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 25
2022: BURO HAPPOLD RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 495
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 377
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 141
Total of all active and inactive participants 2022-01-01 518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 519
Number of participants with account balances 2022-01-01 510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 23
2021: BURO HAPPOLD RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 415
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 390
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 105
Total of all active and inactive participants 2021-01-01 495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 495
Number of participants with account balances 2021-01-01 450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 21
2020: BURO HAPPOLD RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 415
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 271
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 128
Total of all active and inactive participants 2020-01-01 399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 399
Number of participants with account balances 2020-01-01 392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 35

Measure	Date	Value
2023: BURO HAPPOLD RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	519
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	457
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	139
Total of all active and inactive participants	2023-01-01	597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	597
Number of participants with account balances	2023-01-01	563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	25
2022: BURO HAPPOLD RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	495
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	377
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	141
Total of all active and inactive participants	2022-01-01	518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	519
Number of participants with account balances	2022-01-01	510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	23
2021: BURO HAPPOLD RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	415
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	390
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	105
Total of all active and inactive participants	2021-01-01	495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	495
Number of participants with account balances	2021-01-01	450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	21
2020: BURO HAPPOLD RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	415
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	271
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	128
Total of all active and inactive participants	2020-01-01	399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	399
Number of participants with account balances	2020-01-01	392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	35

Financial Data on BURO HAPPOLD RETIREMENT PLAN

Measure	Date	Value
2023 : BURO HAPPOLD RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$12,071,676
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$2,484,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,354,197
Expenses. Certain deemed distributions of participant loans	2023-12-31	$38,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$6,166,221
Value of total assets at end of year	2023-12-31	$39,639,239
Value of total assets at beginning of year	2023-12-31	$30,052,232
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$91,538
Total interest from all sources	2023-12-31	$13,214
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$1,040,943
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$1,040,943
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$4,029,089
Participant contributions at end of year	2023-12-31	$235,649
Participant contributions at beginning of year	2023-12-31	$166,001
Participant contributions at end of year	2023-12-31	$22,554
Participant contributions at beginning of year	2023-12-31	$2,797
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$770,749
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$1,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$9,587,007
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$39,639,239
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$30,052,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$48,451
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$37,368,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$28,192,008
Interest on participant loans	2023-12-31	$13,028
Value of interest in common/collective trusts at end of year	2023-12-31	$1,763,791
Value of interest in common/collective trusts at beginning of year	2023-12-31	$1,585,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$6,456
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$522
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$522
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$186
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$4,675,749
Net investment gain or loss from common/collective trusts	2023-12-31	$175,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,366,383
Employer contributions (assets) at end of year	2023-12-31	$242,651
Employer contributions (assets) at beginning of year	2023-12-31	$103,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,354,197
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	MAILLIE LLP
Accountancy firm EIN	2023-12-31	231518888
2022 : BURO HAPPOLD RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$1,916,935
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
Expenses. Interest paid	2022-12-31	$0
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	$0
Total income from all sources (including contributions)	2022-12-31	$701,413
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,117,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,043,735
Expenses. Certain deemed distributions of participant loans	2022-12-31	$1,098
Value of total corrective distributions	2022-12-31	$710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,172,260
Value of total assets at end of year	2022-12-31	$30,052,232
Value of total assets at beginning of year	2022-12-31	$29,551,493
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$72,066
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$12,272
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,335,764
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	$1,335,764
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$3,312,690
Participant contributions at end of year	2022-12-31	$166,001
Participant contributions at beginning of year	2022-12-31	$160,170
Participant contributions at end of year	2022-12-31	$2,797
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,715,960
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$1,453
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$650
Administrative expenses (other) incurred	2022-12-31	$71,816
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
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
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-1,416,196
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$30,052,232
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$29,551,493
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
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$250
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$28,192,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$27,912,772
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$8,046
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$4,226
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$1,585,676
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$522
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,478,551
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,839,280
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$19,747
Net gain/loss from 103.12 investment entities	2022-12-31	$0
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	Yes
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	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$1,143,610
Employer contributions (assets) at end of year	2022-12-31	$103,775
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,043,735
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
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
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MAILLIE LLP
Accountancy firm EIN	2022-12-31	231518888
2021 : BURO HAPPOLD 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	$1,008,325
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	$8,330,486
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,666,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,498,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,605,906
Value of total assets at end of year	2021-12-31	$29,551,493
Value of total assets at beginning of year	2021-12-31	$21,879,469
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$168,673
Total interest from all sources	2021-12-31	$23,502
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$17,784
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	$2,615,313
Participant contributions at end of year	2021-12-31	$160,170
Participant contributions at beginning of year	2021-12-31	$124,763
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,232,516
Other income not declared elsewhere	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$6,663,699
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$29,551,493
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$21,879,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$150,889
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$27,912,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$20,302,841
Interest on participant loans	2021-12-31	$6,237
Interest earned on other investments	2021-12-31	$17,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,478,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,451,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,700,278
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	Yes
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	$758,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,498,114
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	MAILLIE LLP
Accountancy firm EIN	2021-12-31	231518888
2020 : BURO HAPPOLD RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	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	$7,051,986
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,374,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,249,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,292,905
Value of total assets at end of year	2020-12-31	$21,879,469
Value of total assets at beginning of year	2020-12-31	$16,201,667
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$124,601
Total interest from all sources	2020-12-31	$22,628
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$11,405
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	$2,204,488
Participant contributions at end of year	2020-12-31	$124,763
Participant contributions at beginning of year	2020-12-31	$152,493
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$377,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,677,802
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$21,879,469
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$16,201,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$113,196
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$20,302,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$15,370,021
Interest on participant loans	2020-12-31	$7,721
Interest earned on other investments	2020-12-31	$14,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,451,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$679,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,736,453
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	$710,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,249,583
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	Disclaimer
Accountancy firm name	2020-12-31	MAILLIE LLP
Accountancy firm EIN	2020-12-31	231518888

Form 5500 Responses for BURO HAPPOLD RETIREMENT PLAN

2023: BURO HAPPOLD RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BURO HAPPOLD RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BURO HAPPOLD 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 – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BURO HAPPOLD 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 – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62336 1

Policy instance

Insurance contract or identification number	MR 62336 1
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-03-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62336-1

Policy instance

Insurance contract or identification number	MR 62336-1
Number of Individuals Covered	450
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62336-1

Policy instance

Insurance contract or identification number	MR 62336-1
Number of Individuals Covered	392
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BURO HAPPOLD CONSULTING ENGINEERS, INC.
Employer identification number (EIN):	205154355
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2010-02-24
Company Identification Number:	0801234629
Legal Registered Office Address:	800 WILSHIRE BLVD STE 1600 C/O JOYCE ENG LOS ANGELES United States of America (USA) 90017