HOUSE & ROBERTSON ARCHITECTS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2023: HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 52 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 21 |
| Total of all active and inactive participants | 2023-01-01 | 79 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 1 |
| Total participants | 2023-01-01 | 80 |
| Number of participants with account balances | 2023-01-01 | 80 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 8 |
| 2022: HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 43 |
| 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 | 25 |
| Total of all active and inactive participants | 2022-01-01 | 69 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 70 |
| Number of participants with account balances | 2022-01-01 | 70 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 5 |
| 2021: HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 17 |
| Total of all active and inactive participants | 2021-01-01 | 49 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
| Total participants | 2021-01-01 | 50 |
| Number of participants with account balances | 2021-01-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
| 2020: HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 33 |
| 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 | 17 |
| Total of all active and inactive participants | 2020-01-01 | 50 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 50 |
| Number of participants with account balances | 2020-01-01 | 46 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 4 |
| 2019: HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 33 |
| 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 | 13 |
| Total of all active and inactive participants | 2019-01-01 | 46 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 46 |
| Number of participants with account balances | 2019-01-01 | 46 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
| 2018: HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 29 |
| 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 | 7 |
| Total of all active and inactive participants | 2018-01-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 36 |
| Number of participants with account balances | 2018-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
| 2017: HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 30 |
| 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 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 32 |
| Number of participants with account balances | 2017-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 3 |
| 2016: HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 23 |
| Number of participants with account balances | 2016-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 20 |
| Number of participants with account balances | 2015-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $1,029,000 |
| Total plan liabilities at beginning of year | 2023-12-31 | $1,176,000 |
| Total income from all sources | 2023-12-31 | $-2,449,999 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $147,321 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $131,915 |
| Total plan assets at end of year | 2023-12-31 | $3,864,422 |
| Total plan assets at beginning of year | 2023-12-31 | $6,608,742 |
| Value of fidelity bond covering the plan | 2023-12-31 | $2,000,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $15,406 |
| Other income received | 2023-12-31 | $-2,450,000 |
| Net income (gross income less expenses) | 2023-12-31 | $-2,597,320 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,835,422 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,432,742 |
| Assets. Value of employer securities | 2023-12-31 | $2,499,000 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $1 |
| 2022 : HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $1,176,000 |
| Total plan liabilities at beginning of year | 2022-12-31 | $1,323,000 |
| Total income from all sources | 2022-12-31 | $1,718,937 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $17,331 |
| Total plan assets at end of year | 2022-12-31 | $6,608,742 |
| Total plan assets at beginning of year | 2022-12-31 | $5,054,136 |
| Value of fidelity bond covering the plan | 2022-12-31 | $2,000,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $17,331 |
| Other income received | 2022-12-31 | $735,000 |
| Net income (gross income less expenses) | 2022-12-31 | $1,701,606 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,432,742 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,731,136 |
| Assets. Value of employer securities | 2022-12-31 | $4,949,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $983,937 |
| 2021 : HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $1,323,000 |
| Total income from all sources | 2021-12-31 | $1,318,737 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $25,330 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $6,073 |
| Total plan assets at end of year | 2021-12-31 | $5,054,136 |
| Total plan assets at beginning of year | 2021-12-31 | $2,437,729 |
| Value of fidelity bond covering the plan | 2021-12-31 | $2,000,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $19,257 |
| Other income received | 2021-12-31 | $594,000 |
| Net income (gross income less expenses) | 2021-12-31 | $1,293,407 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,731,136 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,437,729 |
| Assets. Value of employer securities | 2021-12-31 | $4,214,000 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $724,737 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $2,437,729 |
| Total plan assets at beginning of year | 2020-12-31 | $2,437,729 |
| Net income (gross income less expenses) | 2020-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,437,729 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,437,729 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $166 |
| Total plan assets at end of year | 2019-12-31 | $2,437,729 |
| Total plan assets at beginning of year | 2019-12-31 | $2,437,895 |
| Net income (gross income less expenses) | 2019-12-31 | $-166 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,437,729 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,437,895 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $166 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $543,019 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $6 |
| Total plan assets at end of year | 2018-12-31 | $2,437,895 |
| Total plan assets at beginning of year | 2018-12-31 | $1,894,882 |
| Net income (gross income less expenses) | 2018-12-31 | $543,013 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,437,895 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,894,882 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $543,019 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $6 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $649,377 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $1,894,882 |
| Total plan assets at beginning of year | 2017-12-31 | $1,245,505 |
| Net income (gross income less expenses) | 2017-12-31 | $649,377 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,894,882 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,245,505 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $649,377 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $662,500 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $26 |
| Total plan assets at end of year | 2016-12-31 | $1,245,505 |
| Total plan assets at beginning of year | 2016-12-31 | $583,031 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $26 |
| Net income (gross income less expenses) | 2016-12-31 | $662,474 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,245,505 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $583,031 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $662,500 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $0 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $583,031 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2023: HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP 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: HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP 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: HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP 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: HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP 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: HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP 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: HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: HOUSE & ROBERTSON ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
