401k Plan data: SUMMIT ENGINEERING 401(K) PLAN plan

SUMMIT ENGINEERING 401(K) PLAN 401k Plan overview

Plan Name	SUMMIT ENGINEERING 401(K) PLAN
Plan identification number	001

SUMMIT ENGINEERING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SUMMIT ENGINEERING, LABORATORY & TESTING, P.C. has sponsored the creation of one or more 401k plans.

Company Name: SUMMIT ENGINEERING, LABORATORY & TESTING, P.C.

Employer identification number (EIN): 815033840

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT ENGINEERING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 WHITNEY BOER 2022-12-15
001 2021-01-01 WHITNEY BOER 2022-09-16
001 2020-01-01 WHITNEY BOER 2021-07-12
001 2019-01-01 WHITNEY BOER 2020-08-07
001 2018-01-01 WHITNEY BOER 2019-07-30
001 2017-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	WHITNEY BOER	2022-12-15
001	2021-01-01	WHITNEY BOER	2022-09-16
001	2020-01-01	WHITNEY BOER	2021-07-12
001	2019-01-01	WHITNEY BOER	2020-08-07
001	2018-01-01	WHITNEY BOER	2019-07-30
001	2017-01-01

Plan Statistics for SUMMIT ENGINEERING 401(K) PLAN

401k plan membership statisitcs for SUMMIT ENGINEERING 401(K) PLAN

Measure Date Value
2022: SUMMIT ENGINEERING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
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 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SUMMIT ENGINEERING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 114
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 48
Total of all active and inactive participants 2021-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 162
Number of participants with account balances 2021-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SUMMIT ENGINEERING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 119
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 42
Total of all active and inactive participants 2020-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 161
Number of participants with account balances 2020-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SUMMIT ENGINEERING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 112
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 32
Total of all active and inactive participants 2019-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 145
Number of participants with account balances 2019-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SUMMIT ENGINEERING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 104
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 40
Total of all active and inactive participants 2018-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 144
Number of participants with account balances 2018-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SUMMIT ENGINEERING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 110
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 26
Total of all active and inactive participants 2017-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 136
Number of participants with account balances 2017-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: SUMMIT ENGINEERING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
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	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SUMMIT ENGINEERING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	114
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	48
Total of all active and inactive participants	2021-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	162
Number of participants with account balances	2021-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SUMMIT ENGINEERING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	119
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	42
Total of all active and inactive participants	2020-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	161
Number of participants with account balances	2020-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SUMMIT ENGINEERING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	112
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	32
Total of all active and inactive participants	2019-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	145
Number of participants with account balances	2019-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SUMMIT ENGINEERING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	104
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	40
Total of all active and inactive participants	2018-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	144
Number of participants with account balances	2018-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SUMMIT ENGINEERING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	110
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	26
Total of all active and inactive participants	2017-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	136
Number of participants with account balances	2017-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on SUMMIT ENGINEERING 401(K) PLAN

Measure	Date	Value
2022 : SUMMIT ENGINEERING 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-02-01	$0
Total transfer of assets from this plan	2022-02-01	$3,865,874
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-02-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-02-01	$0
Total income from all sources (including contributions)	2022-02-01	$-214,717
Total loss/gain on sale of assets	2022-02-01	$0
Total of all expenses incurred	2022-02-01	$6,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-02-01	$6,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-02-01	$24,895
Value of total assets at end of year	2022-02-01	$0
Value of total assets at beginning of year	2022-02-01	$4,086,861
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-02-01	$75
Total interest from all sources	2022-02-01	$165
Total dividends received (eg from common stock, registered investment company shares)	2022-02-01	$71
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-02-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-02-01	$71
Was this plan covered by a fidelity bond	2022-02-01	Yes
Value of fidelity bond cover	2022-02-01	$430,000
If this is an individual account plan, was there a blackout period	2022-02-01	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-02-01	$0
Were there any nonexempt tranactions with any party-in-interest	2022-02-01	No
Contributions received from participants	2022-02-01	$24,895
Participant contributions at end of year	2022-02-01	$0
Participant contributions at beginning of year	2022-02-01	$4,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-02-01	No
Value of net income/loss	2022-02-01	$-220,987
Value of net assets at end of year (total assets less liabilities)	2022-02-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-02-01	$4,086,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-02-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-02-01	No
Were any leases to which the plan was party in default or uncollectible	2022-02-01	No
Investment advisory and management fees	2022-02-01	$75
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-02-01	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-02-01	$4,082,477
Interest on participant loans	2022-02-01	$165
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-02-01	$-239,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-02-01	No
Was there a failure to transmit to the plan any participant contributions	2022-02-01	No
Has the plan failed to provide any benefit when due under the plan	2022-02-01	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-02-01	$6,195
Did the plan have assets held for investment	2022-02-01	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	2022-02-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-02-01	Yes
Opinion of an independent qualified public accountant for this plan	2022-02-01	Unqualified
Accountancy firm name	2022-02-01	RESJ, P.C.
Accountancy firm EIN	2022-02-01	582647076
2021 : SUMMIT ENGINEERING 401(K) PLAN 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	$1,464,494
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$126,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$124,893
Expenses. Certain deemed distributions of participant loans	2021-12-31	$1,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,032,725
Value of total assets at end of year	2021-12-31	$4,086,861
Value of total assets at beginning of year	2021-12-31	$2,748,967
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$500
Total interest from all sources	2021-12-31	$313
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$216,662
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	$216,662
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$430,000
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	$340,398
Participant contributions at end of year	2021-12-31	$4,384
Participant contributions at beginning of year	2021-12-31	$7,099
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$692,327
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	$1,337,894
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,086,861
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,748,967
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	$4,082,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,741,868
Interest on participant loans	2021-12-31	$313
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$214,794
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$124,893
Contract administrator fees	2021-12-31	$500
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	RESJ, P.C.
Accountancy firm EIN	2021-12-31	582647076
2020 : SUMMIT ENGINEERING 401(K) 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	$717,840
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$89,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$81,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$280,699
Value of total assets at end of year	2020-12-31	$2,748,967
Value of total assets at beginning of year	2020-12-31	$2,121,104
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$8,071
Total interest from all sources	2020-12-31	$688
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	$430,000
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	$263,328
Participant contributions at end of year	2020-12-31	$7,099
Participant contributions at beginning of year	2020-12-31	$17,524
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$17,371
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	$627,863
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,748,967
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,121,104
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	$2,741,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,103,580
Interest on participant loans	2020-12-31	$688
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$436,453
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$81,906
Contract administrator fees	2020-12-31	$8,071
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	ELLIOTT DAVIS, LLC
Accountancy firm EIN	2020-12-31	570381582
2019 : SUMMIT ENGINEERING 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$645,584
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$183,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$173,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$262,360
Value of total assets at end of year	2019-12-31	$2,121,104
Value of total assets at beginning of year	2019-12-31	$1,658,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,084
Total interest from all sources	2019-12-31	$317
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
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$430,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$240,412
Participant contributions at end of year	2019-12-31	$17,524
Participant contributions at beginning of year	2019-12-31	$7,370
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$4,797
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$21,948
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	$462,209
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,121,104
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,658,895
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	$2,103,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,646,728
Interest on participant loans	2019-12-31	$317
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$382,907
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	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$173,291
Contract administrator fees	2019-12-31	$10,084
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ELLIOTT DAVIS, LLC
Accountancy firm EIN	2019-12-31	570381582
2018 : SUMMIT ENGINEERING 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,428
Total income from all sources (including contributions)	2018-12-31	$109,176
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$116,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$109,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$217,123
Value of total assets at end of year	2018-12-31	$1,658,895
Value of total assets at beginning of year	2018-12-31	$1,667,741
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$7,521
Total interest from all sources	2018-12-31	$594
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
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	$430,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$217,123
Participant contributions at end of year	2018-12-31	$7,370
Participant contributions at beginning of year	2018-12-31	$13,183
Participant contributions at end of year	2018-12-31	$4,797
Participant contributions at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$1,428
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	$-7,418
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,658,895
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,666,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,646,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,654,558
Interest on participant loans	2018-12-31	$594
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-108,541
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	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$109,073
Contract administrator fees	2018-12-31	$7,521
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ELLIOTT DAVIS, LLC
Accountancy firm EIN	2018-12-31	570381582
2017 : SUMMIT ENGINEERING 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,428
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$3,460
Total income from all sources (including contributions)	2017-12-31	$600,923
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$250,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$249,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$328,243
Value of total assets at end of year	2017-12-31	$1,667,741
Value of total assets at beginning of year	2017-12-31	$1,319,810
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,090
Total interest from all sources	2017-12-31	$802
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
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	$300,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$238,467
Participant contributions at end of year	2017-12-31	$13,183
Participant contributions at beginning of year	2017-12-31	$22,951
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$89,776
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$1,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$3,460
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	$349,963
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,666,313
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,316,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,654,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,296,751
Interest on participant loans	2017-12-31	$802
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$271,878
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
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$249,870
Contract administrator fees	2017-12-31	$1,090
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ELLIOTT DAVIS, LLC
Accountancy firm EIN	2017-12-31	570381582

Form 5500 Responses for SUMMIT ENGINEERING 401(K) PLAN

2022: SUMMIT ENGINEERING 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SUMMIT ENGINEERING 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SUMMIT ENGINEERING 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SUMMIT ENGINEERING 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SUMMIT ENGINEERING 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SUMMIT ENGINEERING 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SUMMIT ENGINEERING, LABORATORY & TESTING, P.C.
Employer identification number (EIN):	815033840
NAIC Classification:	541330
NAIC Description:	Engineering Services