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ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN
Plan identification number 001

ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C.
Employer identification number (EIN):133217306
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01DAWN CONDON
0012023-01-01
0012023-01-01DAWN CONDON
0012022-01-01
0012022-01-01DAWN CONDON
0012021-01-01
0012021-01-01DAWN CONDON
0012020-01-01
0012019-01-01
0012017-01-01DAWN CONDON DAWN CONDON2018-10-02
0012017-01-01DAWN CONDON DAWN CONDON2018-10-02
0012016-01-01DAWN CONDON
0012015-01-01DAWN CONDON DAWN CONDON2016-08-23
0012014-01-01DAWN CONDON
0012013-01-01DAWN CONDON DAWN CONDON2014-10-13
0012012-01-01DAWN CONDON DAWN CONDON2013-10-14
0012011-01-01JEFFREY ASHEY
0012010-01-01JEFFREY ASHEY
0012009-01-01JEFFREY ASHEY

Plan Statistics for ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN

401k plan membership statisitcs for ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN

Measure Date Value
2023: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01412
Total number of active participants reported on line 7a of the Form 55002023-01-01282
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01140
Total of all active and inactive participants2023-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01422
Number of participants with account balances2023-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0136
2022: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01371
Total number of active participants reported on line 7a of the Form 55002022-01-01260
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01143
Total of all active and inactive participants2022-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01403
Number of participants with account balances2022-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0132
2021: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01346
Total number of active participants reported on line 7a of the Form 55002021-01-01201
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01167
Total of all active and inactive participants2021-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01368
Number of participants with account balances2021-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01330
Total number of active participants reported on line 7a of the Form 55002020-01-01195
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01151
Total of all active and inactive participants2020-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01346
Number of participants with account balances2020-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0121
2019: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01300
Total number of active participants reported on line 7a of the Form 55002019-01-01179
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01142
Total of all active and inactive participants2019-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01322
Number of participants with account balances2019-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0136
2017: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01309
Total number of active participants reported on line 7a of the Form 55002017-01-01174
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01103
Total of all active and inactive participants2017-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01277
Number of participants with account balances2017-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0135
2016: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01303
Total number of active participants reported on line 7a of the Form 55002016-01-01183
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01122
Total of all active and inactive participants2016-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01305
Number of participants with account balances2016-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0148
2015: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01274
Total number of active participants reported on line 7a of the Form 55002015-01-01190
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01108
Total of all active and inactive participants2015-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01298
Number of participants with account balances2015-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0128
2014: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01241
Total number of active participants reported on line 7a of the Form 55002014-01-01165
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0196
Total of all active and inactive participants2014-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01261
Number of participants with account balances2014-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01221
Total number of active participants reported on line 7a of the Form 55002013-01-01149
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0187
Total of all active and inactive participants2013-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01236
Number of participants with account balances2013-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01168
Total number of active participants reported on line 7a of the Form 55002012-01-01149
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0161
Total of all active and inactive participants2012-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01210
Number of participants with account balances2012-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01160
Total number of active participants reported on line 7a of the Form 55002011-01-01116
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0152
Total of all active and inactive participants2011-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01168
Number of participants with account balances2011-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2010: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01167
Total number of active participants reported on line 7a of the Form 55002010-01-01107
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0152
Total of all active and inactive participants2010-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01160
Number of participants with account balances2010-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0114
2009: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01214
Total number of active participants reported on line 7a of the Form 55002009-01-01115
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0151
Total of all active and inactive participants2009-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01167
Number of participants with account balances2009-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0122

Financial Data on ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN

Measure Date Value
2023 : ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$8,119,903
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,155,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,076,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,319,996
Value of total assets at end of year2023-12-31$31,489,984
Value of total assets at beginning of year2023-12-31$24,525,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$79,281
Total interest from all sources2023-12-31$5,464
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$587,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$587,092
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$3,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,322,250
Participant contributions at end of year2023-12-31$148,109
Participant contributions at beginning of year2023-12-31$105,187
Participant contributions at end of year2023-12-31$68,756
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$46,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$6,964,525
Value of net assets at end of year (total assets less liabilities)2023-12-31$31,489,984
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$24,525,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$47,598
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$30,772,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$23,193,781
Interest on participant loans2023-12-31$5,464
Income. Interest from loans (other than to participants)2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$448,464
Value of interest in common/collective trusts at beginning of year2023-12-31$1,208,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$4,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,192,412
Net investment gain or loss from common/collective trusts2023-12-31$14,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$950,891
Employer contributions (assets) at end of year2023-12-31$47,255
Employer contributions (assets) at beginning of year2023-12-31$17,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,076,097
Contract administrator fees2023-12-31$31,683
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2023-12-31222428965
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$8,119,903
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,155,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,076,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$3,319,996
Value of total assets at end of year2023-01-01$31,489,984
Value of total assets at beginning of year2023-01-01$24,525,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$79,281
Total interest from all sources2023-01-01$5,464
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$587,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$587,092
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$3,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$2,322,250
Participant contributions at end of year2023-01-01$148,109
Participant contributions at beginning of year2023-01-01$105,187
Participant contributions at end of year2023-01-01$68,756
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$46,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$6,964,525
Value of net assets at end of year (total assets less liabilities)2023-01-01$31,489,984
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$24,525,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$47,598
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$30,772,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$23,193,781
Interest on participant loans2023-01-01$5,464
Income. Interest from loans (other than to participants)2023-01-01$0
Value of interest in common/collective trusts at end of year2023-01-01$448,464
Value of interest in common/collective trusts at beginning of year2023-01-01$1,208,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$4,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$4,192,412
Net investment gain or loss from common/collective trusts2023-01-01$14,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$950,891
Employer contributions (assets) at end of year2023-01-01$47,255
Employer contributions (assets) at beginning of year2023-01-01$17,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,076,097
Contract administrator fees2023-01-01$31,683
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2023-01-01222428965
2022 : ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,810,529
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$738,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$669,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,545,257
Value of total assets at end of year2022-12-31$24,525,459
Value of total assets at beginning of year2022-12-31$27,074,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$68,447
Total interest from all sources2022-12-31$5,336
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$404,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$404,853
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,800,606
Participant contributions at end of year2022-12-31$105,187
Participant contributions at beginning of year2022-12-31$106,699
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$107,864
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$34,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,548,970
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,525,459
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,074,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$43,705
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,193,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,410,429
Interest on participant loans2022-12-31$5,336
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$1,208,758
Value of interest in common/collective trusts at beginning of year2022-12-31$1,422,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,789,708
Net investment gain or loss from common/collective trusts2022-12-31$23,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$710,557
Employer contributions (assets) at end of year2022-12-31$17,733
Employer contributions (assets) at beginning of year2022-12-31$20,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$669,994
Contract administrator fees2022-12-31$24,742
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BERDON LLP
Accountancy firm EIN2022-12-31130485070
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,810,529
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$738,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$669,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,545,257
Value of total assets at end of year2022-01-01$24,525,459
Value of total assets at beginning of year2022-01-01$27,074,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$68,447
Total interest from all sources2022-01-01$5,336
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$404,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$404,853
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,800,606
Participant contributions at end of year2022-01-01$105,187
Participant contributions at beginning of year2022-01-01$106,699
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$107,864
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$34,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,548,970
Value of net assets at end of year (total assets less liabilities)2022-01-01$24,525,459
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$27,074,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$43,705
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$23,193,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$25,410,429
Interest on participant loans2022-01-01$5,336
Income. Interest from loans (other than to participants)2022-01-01$0
Value of interest in common/collective trusts at end of year2022-01-01$1,208,758
Value of interest in common/collective trusts at beginning of year2022-01-01$1,422,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-4,789,708
Net investment gain or loss from common/collective trusts2022-01-01$23,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$710,557
Employer contributions (assets) at end of year2022-01-01$17,733
Employer contributions (assets) at beginning of year2022-01-01$20,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$669,994
Contract administrator fees2022-01-01$24,742
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BERDON LLP
Accountancy firm EIN2022-01-01130485070
2021 : ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$5,345,836
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$699,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$632,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,619,193
Value of total assets at end of year2021-12-31$27,074,429
Value of total assets at beginning of year2021-12-31$22,428,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$67,340
Total interest from all sources2021-12-31$3,906
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$368,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$368,789
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,504,362
Participant contributions at end of year2021-12-31$106,699
Participant contributions at beginning of year2021-12-31$59,634
Participant contributions at end of year2021-12-31$107,864
Participant contributions at beginning of year2021-12-31$41,455
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,646,307
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,074,429
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,428,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$48,827
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,410,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,592,714
Interest on participant loans2021-12-31$3,906
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$1,422,699
Value of interest in common/collective trusts at beginning of year2021-12-31$1,734,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,331,470
Net investment gain or loss from common/collective trusts2021-12-31$22,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$107,368
Employer contributions (assets) at end of year2021-12-31$20,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$632,189
Contract administrator fees2021-12-31$18,513
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BERDON LLP
Accountancy firm EIN2021-12-31130485070
2020 : ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$4,419,677
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,528,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,461,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,450,765
Value of total assets at end of year2020-12-31$22,428,122
Value of total assets at beginning of year2020-12-31$19,536,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$66,974
Total interest from all sources2020-12-31$3,502
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$285,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$285,377
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,280,929
Participant contributions at end of year2020-12-31$59,634
Participant contributions at beginning of year2020-12-31$36,244
Participant contributions at end of year2020-12-31$41,455
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$58,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,891,404
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,428,122
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,536,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$46,597
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,592,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,445,615
Interest on participant loans2020-12-31$3,502
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$1,734,319
Value of interest in common/collective trusts at beginning of year2020-12-31$2,038,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,638,414
Net investment gain or loss from common/collective trusts2020-12-31$41,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$111,239
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$11,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,461,299
Contract administrator fees2020-12-31$20,377
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BERDON LLP
Accountancy firm EIN2020-12-31130485070
2019 : ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$5,173,290
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$710,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$650,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,619,480
Value of total assets at end of year2019-12-31$19,536,718
Value of total assets at beginning of year2019-12-31$15,074,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,030
Total interest from all sources2019-12-31$2,706
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$319,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$319,063
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,309,170
Participant contributions at end of year2019-12-31$36,244
Participant contributions at beginning of year2019-12-31$62,441
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$84,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,462,677
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,536,718
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,074,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$42,005
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,445,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,300,812
Interest on participant loans2019-12-31$2,706
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$2,038,293
Value of interest in common/collective trusts at beginning of year2019-12-31$1,698,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,186,606
Net investment gain or loss from common/collective trusts2019-12-31$45,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$225,646
Employer contributions (assets) at end of year2019-12-31$11,571
Employer contributions (assets) at beginning of year2019-12-31$11,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$650,583
Contract administrator fees2019-12-31$18,025
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BERDON LLP
Accountancy firm EIN2019-12-31130485070
2018 : ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$0
Total income from all sources (including contributions)2018-12-31$751,984
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,561,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,503,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,589,416
Value of total assets at end of year2018-12-31$15,074,041
Value of total assets at beginning of year2018-12-31$15,883,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$58,817
Total interest from all sources2018-12-31$2,807
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$280,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$280,762
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,298,521
Participant contributions at end of year2018-12-31$62,441
Participant contributions at beginning of year2018-12-31$74,300
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$43,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-809,887
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,074,041
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,883,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$40,972
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,300,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,157,335
Interest on participant loans2018-12-31$2,807
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$1,698,879
Value of interest in common/collective trusts at beginning of year2018-12-31$1,641,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,161,455
Net investment gain or loss from common/collective trusts2018-12-31$40,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$247,699
Employer contributions (assets) at end of year2018-12-31$11,909
Employer contributions (assets) at beginning of year2018-12-31$10,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,503,054
Contract administrator fees2018-12-31$17,845
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BERDON LLP
Accountancy firm EIN2018-12-31130485070
2017 : ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,920,866
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$785,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$730,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,577,661
Value of total assets at end of year2017-12-31$15,883,928
Value of total assets at beginning of year2017-12-31$12,748,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$54,760
Total interest from all sources2017-12-31$4,032
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$230,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$230,099
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,297,723
Participant contributions at end of year2017-12-31$74,300
Participant contributions at beginning of year2017-12-31$97,795
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$27,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,135,230
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,883,928
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,748,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$34,828
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,157,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,639,313
Interest on participant loans2017-12-31$4,032
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$1,641,464
Value of interest in common/collective trusts at beginning of year2017-12-31$1,003,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,069,572
Net investment gain or loss from common/collective trusts2017-12-31$39,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$252,550
Employer contributions (assets) at end of year2017-12-31$10,829
Employer contributions (assets) at beginning of year2017-12-31$7,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$730,876
Contract administrator fees2017-12-31$19,932
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BERDON LLP
Accountancy firm EIN2017-12-31130485070
2016 : ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,613,046
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$741,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$692,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,601,608
Value of total assets at end of year2016-12-31$12,748,698
Value of total assets at beginning of year2016-12-31$10,876,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$48,867
Total interest from all sources2016-12-31$4,227
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$187,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$187,669
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,264,462
Participant contributions at end of year2016-12-31$97,795
Participant contributions at beginning of year2016-12-31$57,437
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$82,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,871,849
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,748,698
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,876,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$28,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,639,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,319,774
Interest on participant loans2016-12-31$4,227
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$1,003,833
Value of interest in common/collective trusts at beginning of year2016-12-31$497,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$794,517
Net investment gain or loss from common/collective trusts2016-12-31$25,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$254,459
Employer contributions (assets) at end of year2016-12-31$7,757
Employer contributions (assets) at beginning of year2016-12-31$2,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$692,330
Contract administrator fees2016-12-31$20,199
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BERDON LLP
Accountancy firm EIN2016-12-31130485070
2015 : ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,617,101
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$272,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$231,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,545,717
Value of total assets at end of year2015-12-31$10,876,849
Value of total assets at beginning of year2015-12-31$9,532,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$41,201
Total interest from all sources2015-12-31$2,456
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$160,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$160,663
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,058,384
Participant contributions at end of year2015-12-31$57,437
Participant contributions at beginning of year2015-12-31$63,329
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$325,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,344,362
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,876,849
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,532,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$24,541
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,319,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,980,082
Interest on participant loans2015-12-31$2,456
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$497,198
Value of interest in common/collective trusts at beginning of year2015-12-31$489,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-112,028
Net investment gain or loss from common/collective trusts2015-12-31$20,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$162,310
Employer contributions (assets) at end of year2015-12-31$2,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$231,538
Contract administrator fees2015-12-31$16,660
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BERDON LLP
Accountancy firm EIN2015-12-31130485070
2014 : ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,945,597
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,217,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,187,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,161,534
Value of total assets at end of year2014-12-31$9,532,487
Value of total assets at beginning of year2014-12-31$8,803,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,802
Total interest from all sources2014-12-31$2,171
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$139,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$139,755
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$795,778
Participant contributions at end of year2014-12-31$63,329
Participant contributions at beginning of year2014-12-31$13,955
Participant contributions at beginning of year2014-12-31$35,592
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$269,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$728,503
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,532,487
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,803,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$17,661
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,980,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,096,116
Interest on participant loans2014-12-31$2,171
Value of interest in common/collective trusts at end of year2014-12-31$489,076
Value of interest in common/collective trusts at beginning of year2014-12-31$653,522
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$108
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$622,902
Net investment gain or loss from common/collective trusts2014-12-31$19,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$96,447
Employer contributions (assets) at beginning of year2014-12-31$4,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,187,292
Contract administrator fees2014-12-31$12,141
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BERDON LLP
Accountancy firm EIN2014-12-31130485070
2013 : ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,489,418
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$522,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$515,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$783,647
Value of total assets at end of year2013-12-31$8,803,984
Value of total assets at beginning of year2013-12-31$6,836,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,720
Total interest from all sources2013-12-31$352
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$149,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$149,583
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$658,880
Participant contributions at end of year2013-12-31$13,955
Participant contributions at beginning of year2013-12-31$7,320
Participant contributions at end of year2013-12-31$35,592
Participant contributions at beginning of year2013-12-31$24,858
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$46,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,967,037
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,803,984
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,836,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$4,623
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,096,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,122,255
Interest on participant loans2013-12-31$307
Value of interest in common/collective trusts at end of year2013-12-31$653,522
Value of interest in common/collective trusts at beginning of year2013-12-31$89,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$108
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$589,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$589,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$45
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,552,128
Net investment gain or loss from common/collective trusts2013-12-31$3,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$78,274
Employer contributions (assets) at end of year2013-12-31$4,691
Employer contributions (assets) at beginning of year2013-12-31$3,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$515,661
Contract administrator fees2013-12-31$2,097
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MARKS PANETH LLP
Accountancy firm EIN2013-12-31113518842
2012 : ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,104
Total income from all sources (including contributions)2012-12-31$1,370,645
Total of all expenses incurred2012-12-31$185,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$184,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$687,736
Value of total assets at end of year2012-12-31$6,836,947
Value of total assets at beginning of year2012-12-31$5,658,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$950
Total interest from all sources2012-12-31$636
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$107,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$107,884
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$607,917
Participant contributions at end of year2012-12-31$7,320
Participant contributions at beginning of year2012-12-31$15,056
Participant contributions at end of year2012-12-31$24,858
Participant contributions at beginning of year2012-12-31$21,420
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6,104
Administrative expenses (other) incurred2012-12-31$950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,184,961
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,836,947
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,651,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,122,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,966,247
Interest on participant loans2012-12-31$578
Value of interest in common/collective trusts at end of year2012-12-31$89,768
Value of interest in common/collective trusts at beginning of year2012-12-31$70,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$589,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$581,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$581,905
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$58
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$570,443
Net investment gain or loss from common/collective trusts2012-12-31$3,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$66,636
Employer contributions (assets) at end of year2012-12-31$3,474
Employer contributions (assets) at beginning of year2012-12-31$2,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$184,734
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MARKS PANETH LLP
Accountancy firm EIN2012-12-31113518842
2011 : ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,104
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$519,008
Total of all expenses incurred2011-12-31$500,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$500,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$658,634
Value of total assets at end of year2011-12-31$5,658,090
Value of total assets at beginning of year2011-12-31$5,633,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,020
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$133,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$133,954
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$600,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$553,224
Participant contributions at end of year2011-12-31$15,056
Participant contributions at beginning of year2011-12-31$22,406
Participant contributions at end of year2011-12-31$21,420
Participant contributions at beginning of year2011-12-31$29,534
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$37,966
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$6,104
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$18,340
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,651,986
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,633,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,966,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,990,901
Interest on participant loans2011-12-31$964
Value of interest in common/collective trusts at end of year2011-12-31$70,619
Value of interest in common/collective trusts at beginning of year2011-12-31$53,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$581,905
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$534,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$534,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$56
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-277,661
Net investment gain or loss from common/collective trusts2011-12-31$3,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$67,444
Employer contributions (assets) at end of year2011-12-31$2,843
Employer contributions (assets) at beginning of year2011-12-31$2,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$500,668
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MARKS PANETH AND SCHRON LLP
Accountancy firm EIN2011-12-31113518842
2010 : ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,074
Total income from all sources (including contributions)2010-12-31$1,279,187
Total of all expenses incurred2010-12-31$326,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$325,312
Value of total corrective distributions2010-12-31$308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$646,705
Value of total assets at end of year2010-12-31$5,633,646
Value of total assets at beginning of year2010-12-31$4,684,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$924
Total interest from all sources2010-12-31$1,124
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$71,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$71,983
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$600,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$541,134
Participant contributions at end of year2010-12-31$22,406
Participant contributions at beginning of year2010-12-31$11,928
Participant contributions at end of year2010-12-31$29,534
Participant contributions at beginning of year2010-12-31$20,833
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$67,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$3,074
Administrative expenses (other) incurred2010-12-31$924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$952,643
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,633,646
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,681,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,990,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,063,612
Interest on participant loans2010-12-31$1,060
Value of interest in common/collective trusts at end of year2010-12-31$53,765
Value of interest in common/collective trusts at beginning of year2010-12-31$67,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$534,116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$517,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$517,518
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$64
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$558,656
Net investment gain or loss from common/collective trusts2010-12-31$719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$37,705
Employer contributions (assets) at end of year2010-12-31$2,924
Employer contributions (assets) at beginning of year2010-12-31$2,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$325,312
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MARKS PANETH AND SCHRON LLP
Accountancy firm EIN2010-12-31113518842
2009 : ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN

2023: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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