401k Plan data: AVERY PIPELINE SERVICES 401(K) PLAN plan

AVERY PIPELINE SERVICES 401(K) PLAN 401k Plan overview

Plan Name	AVERY PIPELINE SERVICES 401(K) PLAN
Plan identification number	003

AVERY PIPELINE SERVICES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

AVERY TECHNICAL RESOURCES, INC. has sponsored the creation of one or more 401k plans.

Company Name: AVERY TECHNICAL RESOURCES, INC.

Employer identification number (EIN): 202578342

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AVERY PIPELINE SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01 CRAIG LIETHA
003 2015-01-01 CRAIG LIETHA 2016-10-12

Plan Statistics for AVERY PIPELINE SERVICES 401(K) PLAN

401k plan membership statisitcs for AVERY PIPELINE SERVICES 401(K) PLAN

Measure Date Value
2020: AVERY PIPELINE SERVICES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 246
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: AVERY PIPELINE SERVICES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 169
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 64
Total of all active and inactive participants 2019-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 235
Number of participants with account balances 2019-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: AVERY PIPELINE SERVICES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 167
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 52
Total of all active and inactive participants 2018-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 220
Number of participants with account balances 2018-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: AVERY PIPELINE SERVICES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 96
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 46
Total of all active and inactive participants 2017-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 143
Number of participants with account balances 2017-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: AVERY PIPELINE SERVICES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 58
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 44
Total of all active and inactive participants 2016-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 102
Number of participants with account balances 2016-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2020: AVERY PIPELINE SERVICES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	246
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: AVERY PIPELINE SERVICES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	169
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	64
Total of all active and inactive participants	2019-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	235
Number of participants with account balances	2019-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: AVERY PIPELINE SERVICES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	167
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	52
Total of all active and inactive participants	2018-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	220
Number of participants with account balances	2018-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: AVERY PIPELINE SERVICES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	96
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	46
Total of all active and inactive participants	2017-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	143
Number of participants with account balances	2017-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: AVERY PIPELINE SERVICES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	58
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	44
Total of all active and inactive participants	2016-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	102
Number of participants with account balances	2016-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on AVERY PIPELINE SERVICES 401(K) PLAN

Measure	Date	Value
2020 : AVERY PIPELINE SERVICES 401(K) PLAN 2020 401k financial data
Total transfer of assets from this plan	2020-12-31	$4,992,936
Total income from all sources (including contributions)	2020-12-31	$1,885,439
Total of all expenses incurred	2020-12-31	$2,374,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,328,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$970,061
Value of total assets at end of year	2020-12-31	$0
Value of total assets at beginning of year	2020-12-31	$5,482,007
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$46,018
Total interest from all sources	2020-12-31	$5,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$740,637
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$52,934
Administrative expenses (other) incurred	2020-12-31	$2,301
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$6,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-489,071
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,482,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$24,598
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$5,095,109
Interest on participant loans	2020-12-31	$2,916
Interest earned on other investments	2020-12-31	$2,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$327,872
Net investment gain/loss from pooled separate accounts	2020-12-31	$910,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$229,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,328,492
Contract administrator fees	2020-12-31	$19,119
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : AVERY PIPELINE SERVICES 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,405,587
Total of all expenses incurred	2019-12-31	$338,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$292,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,577,411
Value of total assets at end of year	2019-12-31	$5,482,007
Value of total assets at beginning of year	2019-12-31	$3,414,499
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$45,335
Total interest from all sources	2019-12-31	$3,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$903,685
Participant contributions at end of year	2019-12-31	$52,934
Participant contributions at beginning of year	2019-12-31	$53,082
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$376,408
Administrative expenses (other) incurred	2019-12-31	$2,555
Total non interest bearing cash at end of year	2019-12-31	$6,092
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,067,508
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,482,007
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,414,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$19,948
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,095,109
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,164,326
Interest on participant loans	2019-12-31	$1,926
Interest earned on other investments	2019-12-31	$2,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$327,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$197,091
Net investment gain/loss from pooled separate accounts	2019-12-31	$824,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$297,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$292,744
Contract administrator fees	2019-12-31	$22,832
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : AVERY PIPELINE SERVICES 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$926,312
Total of all expenses incurred	2018-12-31	$186,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$163,420
Expenses. Certain deemed distributions of participant loans	2018-12-31	$9,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,155,052
Value of total assets at end of year	2018-12-31	$3,414,499
Value of total assets at beginning of year	2018-12-31	$2,674,871
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$13,988
Total interest from all sources	2018-12-31	$4,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$856,123
Participant contributions at end of year	2018-12-31	$53,082
Participant contributions at beginning of year	2018-12-31	$30,667
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$28,427
Administrative expenses (other) incurred	2018-12-31	$4,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$739,628
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,414,499
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,674,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$9,224
Value of interest in pooled separate accounts at end of year	2018-12-31	$3,164,326
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,487,453
Interest on participant loans	2018-12-31	$2,630
Interest earned on other investments	2018-12-31	$1,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$197,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$156,751
Net investment gain/loss from pooled separate accounts	2018-12-31	$-232,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$270,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$163,420
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : AVERY PIPELINE SERVICES 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,082,526
Total of all expenses incurred	2017-12-31	$139,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$126,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$755,524
Value of total assets at end of year	2017-12-31	$2,674,871
Value of total assets at beginning of year	2017-12-31	$1,731,537
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$12,434
Total interest from all sources	2017-12-31	$2,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$559,296
Participant contributions at end of year	2017-12-31	$30,667
Participant contributions at beginning of year	2017-12-31	$5,705
Administrative expenses (other) incurred	2017-12-31	$12,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$943,334
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,674,871
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,731,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$2,487,453
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,622,796
Interest on participant loans	2017-12-31	$1,363
Interest earned on other investments	2017-12-31	$878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$156,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$103,036
Net investment gain/loss from pooled separate accounts	2017-12-31	$324,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$196,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$126,758
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : AVERY PIPELINE SERVICES 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$886,293
Total of all expenses incurred	2016-12-31	$300,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$289,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$755,564
Value of total assets at end of year	2016-12-31	$1,731,537
Value of total assets at beginning of year	2016-12-31	$1,145,860
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$10,969
Total interest from all sources	2016-12-31	$350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$531,434
Participant contributions at end of year	2016-12-31	$5,705
Participant contributions at beginning of year	2016-12-31	$7,313
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$10,561
Other income not declared elsewhere	2016-12-31	$805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$585,677
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,731,537
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,145,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,622,796
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,043,859
Interest on participant loans	2016-12-31	$350
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$103,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$94,688
Net investment gain/loss from pooled separate accounts	2016-12-31	$129,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$213,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$289,647
Contract administrator fees	2016-12-31	$10,969
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410746749

Form 5500 Responses for AVERY PIPELINE SERVICES 401(K) PLAN

2020: AVERY PIPELINE SERVICES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AVERY PIPELINE SERVICES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AVERY PIPELINE SERVICES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AVERY PIPELINE SERVICES 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AVERY PIPELINE SERVICES 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

805865

Policy instance

Insurance contract or identification number	805865
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

805865

Policy instance

Insurance contract or identification number	805865
Number of Individuals Covered	137
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

805865

Policy instance

Insurance contract or identification number	805865
Number of Individuals Covered	133
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $2,241
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,241
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

805865

Policy instance

Insurance contract or identification number	805865
Number of Individuals Covered	104
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $10,318
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	AVERY TECHNICAL RESOURCES, INC.
Employer identification number (EIN):	202578342
NAIC Classification:	541330
NAIC Description:	Engineering Services