401k Plan data: SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8 plan

SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8 401k Plan overview

Plan Name	SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8
Plan identification number	001

SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8 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.
Stock bonus
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.
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
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)).
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

ARCHITECTURAL DIVISION 8 has sponsored the creation of one or more 401k plans.

Company Name: ARCHITECTURAL DIVISION 8

Employer identification number (EIN): 742579332

NAIC Classification: 423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01 LENNA THOMAS 2019-10-14
001 2017-01-01 LENNA THOMAS 2018-10-09
001 2016-01-01 ANDY LOVELL 2017-10-12
001 2015-01-01 DONALD JONES 2016-09-08
001 2014-01-01 LYNNE MCAULEY 2015-07-23
001 2013-01-01 KERRY KIRBY 2014-09-20
001 2012-01-01 KERRY KIRBY 2013-10-08
001 2011-01-01 KERRY KIRBY 2012-07-09
001 2010-01-01 KERRY KIRBY 2011-09-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01	LENNA THOMAS	2019-10-14
001	2017-01-01	LENNA THOMAS	2018-10-09
001	2016-01-01	ANDY LOVELL	2017-10-12
001	2015-01-01	DONALD JONES	2016-09-08
001	2014-01-01	LYNNE MCAULEY	2015-07-23
001	2013-01-01	KERRY KIRBY	2014-09-20
001	2012-01-01	KERRY KIRBY	2013-10-08
001	2011-01-01	KERRY KIRBY	2012-07-09
001	2010-01-01	KERRY KIRBY	2011-09-01

Plan Statistics for SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8

401k plan membership statisitcs for SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8

Measure Date Value
2022: SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8 2022 401k membership
Total participants, beginning-of-year 2022-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 138
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 57
Total of all active and inactive participants 2022-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 197
Number of participants with account balances 2022-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8 2021 401k membership
Total participants, beginning-of-year 2021-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 120
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 38
Total of all active and inactive participants 2021-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 168
Number of participants with account balances 2021-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8 2020 401k membership
Total participants, beginning-of-year 2020-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 113
Number of retired or separated participants receiving benefits 2020-01-01 8
Number of other retired or separated participants entitled to future benefits 2020-01-01 21
Total of all active and inactive participants 2020-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 142
Number of participants with account balances 2020-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8 2019 401k membership
Total participants, beginning-of-year 2019-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 108
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 116
Number of participants with account balances 2019-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3

Measure	Date	Value
2022: SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8 2022 401k membership
Total participants, beginning-of-year	2022-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	138
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	57
Total of all active and inactive participants	2022-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	197
Number of participants with account balances	2022-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8 2021 401k membership
Total participants, beginning-of-year	2021-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	120
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	38
Total of all active and inactive participants	2021-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	168
Number of participants with account balances	2021-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8 2020 401k membership
Total participants, beginning-of-year	2020-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	113
Number of retired or separated participants receiving benefits	2020-01-01	8
Number of other retired or separated participants entitled to future benefits	2020-01-01	21
Total of all active and inactive participants	2020-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	142
Number of participants with account balances	2020-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8 2019 401k membership
Total participants, beginning-of-year	2019-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	108
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	116
Number of participants with account balances	2019-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3

Financial Data on SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8

Measure	Date	Value
2022 : SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-362,922
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$624,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$619,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$494,991
Value of total assets at end of year	2022-12-31	$4,948,966
Value of total assets at beginning of year	2022-12-31	$5,936,808
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$5,380
Total interest from all sources	2022-12-31	$10,627
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$280,265
Participant contributions at end of year	2022-12-31	$223,949
Participant contributions at beginning of year	2022-12-31	$238,636
Participant contributions at end of year	2022-12-31	$5,200
Participant contributions at beginning of year	2022-12-31	$5,213
Total non interest bearing cash at end of year	2022-12-31	$13,397
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
Value of net income/loss	2022-12-31	$-987,842
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,948,966
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,936,808
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 pooled separate accounts at end of year	2022-12-31	$4,431,202
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$5,453,878
Interest on participant loans	2022-12-31	$10,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$271,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$232,820
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
Contributions received in cash from employer	2022-12-31	$214,726
Employer contributions (assets) at end of year	2022-12-31	$3,755
Employer contributions (assets) at beginning of year	2022-12-31	$6,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$619,540
Contract administrator fees	2022-12-31	$5,380
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WEAVER & TIDWELL, L.L.P.
Accountancy firm EIN	2022-12-31	750786316
2021 : SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,358,271
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$139,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$134,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$470,103
Value of total assets at end of year	2021-12-31	$5,936,808
Value of total assets at beginning of year	2021-12-31	$4,717,727
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$4,500
Total interest from all sources	2021-12-31	$10,182
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$4,500
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$260,737
Participant contributions at end of year	2021-12-31	$238,636
Participant contributions at beginning of year	2021-12-31	$199,123
Participant contributions at end of year	2021-12-31	$5,213
Participant contributions at beginning of year	2021-12-31	$20,106
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$1,219,081
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,936,808
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,717,727
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 pooled separate accounts at end of year	2021-12-31	$5,453,878
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$4,261,961
Interest on participant loans	2021-12-31	$10,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$232,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$204,637
Net investment gain/loss from pooled separate accounts	2021-12-31	$877,986
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	$209,366
Employer contributions (assets) at end of year	2021-12-31	$6,261
Employer contributions (assets) at beginning of year	2021-12-31	$31,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$134,690
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	WEAVER & TIDWELL, L.L.P.
Accountancy firm EIN	2021-12-31	750786316
2020 : SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8 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	$1,119,580
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$62,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$52,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$507,738
Value of total assets at end of year	2020-12-31	$4,717,727
Value of total assets at beginning of year	2020-12-31	$3,660,776
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$10,488
Total interest from all sources	2020-12-31	$11,955
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$262,710
Participant contributions at end of year	2020-12-31	$199,123
Participant contributions at beginning of year	2020-12-31	$199,216
Participant contributions at end of year	2020-12-31	$20,106
Administrative expenses (other) incurred	2020-12-31	$8,888
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	$1,056,951
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,717,727
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,660,776
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	$4,261,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,136,989
Interest on participant loans	2020-12-31	$11,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$204,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$290,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,636
Net investment gain/loss from pooled separate accounts	2020-12-31	$596,251
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	Yes
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	$245,028
Employer contributions (assets) at end of year	2020-12-31	$31,900
Employer contributions (assets) at beginning of year	2020-12-31	$34,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$52,141
Contract administrator fees	2020-12-31	$1,600
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WEAVER & TIDWELL, L.L.P.
Accountancy firm EIN	2020-12-31	750786316
2019 : SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$3,420,000
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$183,396
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	$183,396
Total income from all sources (including contributions)	2019-12-31	$1,096,694
Total income from all sources (including contributions)	2019-12-31	$1,096,694
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$820,474
Total of all expenses incurred	2019-12-31	$820,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$820,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$820,474
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$392,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$392,751
Value of total assets at end of year	2019-12-31	$3,660,776
Value of total assets at end of year	2019-12-31	$3,660,776
Value of total assets at beginning of year	2019-12-31	$3,384,556
Value of total assets at beginning of year	2019-12-31	$3,384,556
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$8,757
Total interest from all sources	2019-12-31	$8,757
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$182,775
Contributions received from participants	2019-12-31	$182,775
Participant contributions at end of year	2019-12-31	$199,216
Participant contributions at end of year	2019-12-31	$199,216
Participant contributions at beginning of year	2019-12-31	$162,189
Participant contributions at beginning of year	2019-12-31	$162,189
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$5,964
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$2,017
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$10,063,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$10,485,593
Other income not declared elsewhere	2019-12-31	$1,095
Other income not declared elsewhere	2019-12-31	$1,095
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$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	2019-12-31	No
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
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$276,220
Value of net income/loss	2019-12-31	$276,220
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,660,776
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,660,776
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,384,556
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,384,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,136,989
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,136,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,195,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,195,807
Interest on participant loans	2019-12-31	$8,757
Interest on participant loans	2019-12-31	$8,757
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$290,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$290,535
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$694,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$694,091
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$14,815,000
Assets. Invements in employer securities at beginning of year	2019-12-31	$11,395,000
Contributions received in cash from employer	2019-12-31	$204,012
Contributions received in cash from employer	2019-12-31	$204,012
Employer contributions (assets) at end of year	2019-12-31	$34,036
Employer contributions (assets) at end of year	2019-12-31	$34,036
Employer contributions (assets) at beginning of year	2019-12-31	$26,560
Employer contributions (assets) at beginning of year	2019-12-31	$26,560
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$820,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$820,474
Contract administrator fees	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WEAVER
Accountancy firm name	2019-12-31	WEAVER
Accountancy firm EIN	2019-12-31	750786316
Accountancy firm EIN	2019-12-31	750786316

Form 5500 Responses for SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8

2022: SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8 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: SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8 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 – Insurance	Yes
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: SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SIMPKINS RETIREMENT PLAN EXCHANAGE FOR ARCHITECTURAL DIVISION 8 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP 241AA

Policy instance

Insurance contract or identification number	GP 241AA
Number of Individuals Covered	167
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $19,786
Total amount of fees paid to insurance company	USD $2,466
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
Commission paid to Insurance Broker	USD $19,786
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSION
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP 241AA

Policy instance

Insurance contract or identification number	GP 241AA
Number of Individuals Covered	173
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $20,164
Total amount of fees paid to insurance company	USD $2,456
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
Commission paid to Insurance Broker	USD $20,164
Insurance broker organization code?	4
Amount paid for insurance broker fees	1898
Additional information about fees paid to insurance broker	TPA FEES

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP 241AA

Policy instance

Insurance contract or identification number	GP 241AA
Number of Individuals Covered	160
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $14,102
Total amount of fees paid to insurance company	USD $1,694
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
Commission paid to Insurance Broker	USD $14,102
Insurance broker organization code?	4
Amount paid for insurance broker fees	1694
Additional information about fees paid to insurance broker	TPA FEES

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP 241AA

Policy instance

Insurance contract or identification number	GP 241AA
Number of Individuals Covered	138
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $4,930
Total amount of fees paid to insurance company	USD $0
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
Commission paid to Insurance Broker	USD $4,930
Insurance broker organization code?	5

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Company Name:	ARCHITECTURAL DIVISION 8
Employer identification number (EIN):	742579332
NAIC Classification:	423700