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PARTNER ENGINEERING AND SCIENCE 401K PLAN 401k Plan overview

Plan NamePARTNER ENGINEERING AND SCIENCE 401K PLAN
Plan identification number 001

PARTNER ENGINEERING AND SCIENCE 401K 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PARTNER ASSESSMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PARTNER ASSESSMENT CORPORATION
Employer identification number (EIN):208264379
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about PARTNER ASSESSMENT CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2012-09-21
Company Identification Number: 0801658398
Legal Registered Office Address: 2154 TORRANCE BLVD STE 200
2701 DALLAS PARKWAY SUITE 430
TORRANCE
United States of America (USA)
90501

More information about PARTNER ASSESSMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARTNER ENGINEERING AND SCIENCE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DANA DERHAKE
0012016-01-01DANA DERHAKE
0012015-01-01DANA DERHAKE
0012014-01-01DANA DERHAKE
0012013-01-01DANA DERHAKE
0012012-01-01DANA DERHAKE DANA DERHAKE2013-10-10
0012011-01-01DANA DERHAKE2012-06-14 DANA DERHAKE2012-06-14
0012010-01-01DANA DERHAKE2011-05-11

Plan Statistics for PARTNER ENGINEERING AND SCIENCE 401K PLAN

401k plan membership statisitcs for PARTNER ENGINEERING AND SCIENCE 401K PLAN

Measure Date Value
2022: PARTNER ENGINEERING AND SCIENCE 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,310
Total number of active participants reported on line 7a of the Form 55002022-01-011,271
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01246
Total of all active and inactive participants2022-01-011,517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-011,522
Number of participants with account balances2022-01-011,418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0183
2021: PARTNER ENGINEERING AND SCIENCE 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,017
Total number of active participants reported on line 7a of the Form 55002021-01-011,119
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01145
Total of all active and inactive participants2021-01-011,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-011,268
Number of participants with account balances2021-01-011,157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0146
2020: PARTNER ENGINEERING AND SCIENCE 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01933
Total number of active participants reported on line 7a of the Form 55002020-01-01846
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01121
Total of all active and inactive participants2020-01-01967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01971
Number of participants with account balances2020-01-01890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0148
2019: PARTNER ENGINEERING AND SCIENCE 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01815
Total number of active participants reported on line 7a of the Form 55002019-01-01819
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0197
Total of all active and inactive participants2019-01-01916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01917
Number of participants with account balances2019-01-01841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0134
2018: PARTNER ENGINEERING AND SCIENCE 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01860
Total number of active participants reported on line 7a of the Form 55002018-01-01728
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0175
Total of all active and inactive participants2018-01-01803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01804
Number of participants with account balances2018-01-01740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0127
2017: PARTNER ENGINEERING AND SCIENCE 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01686
Total number of active participants reported on line 7a of the Form 55002017-01-01660
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01109
Total of all active and inactive participants2017-01-01770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01771
Number of participants with account balances2017-01-01712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0124
2016: PARTNER ENGINEERING AND SCIENCE 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01639
Total number of active participants reported on line 7a of the Form 55002016-01-01576
Number of other retired or separated participants entitled to future benefits2016-01-01100
Total of all active and inactive participants2016-01-01676
Total participants2016-01-01676
Number of participants with account balances2016-01-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0140
2015: PARTNER ENGINEERING AND SCIENCE 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01517
Total number of active participants reported on line 7a of the Form 55002015-01-01546
Number of other retired or separated participants entitled to future benefits2015-01-0185
Total of all active and inactive participants2015-01-01631
Total participants2015-01-01631
Number of participants with account balances2015-01-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0134
2014: PARTNER ENGINEERING AND SCIENCE 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01399
Total number of active participants reported on line 7a of the Form 55002014-01-01440
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0163
Total of all active and inactive participants2014-01-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01503
Number of participants with account balances2014-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0133
2013: PARTNER ENGINEERING AND SCIENCE 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01227
Total number of active participants reported on line 7a of the Form 55002013-01-01360
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01385
Number of participants with account balances2013-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: PARTNER ENGINEERING AND SCIENCE 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01147
Total number of active participants reported on line 7a of the Form 55002012-01-01200
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01215
Number of participants with account balances2012-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018

Financial Data on PARTNER ENGINEERING AND SCIENCE 401K PLAN

Measure Date Value
2022 : PARTNER ENGINEERING AND SCIENCE 401K PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$2,799,877
Total income from all sources (including contributions)2022-12-31$2,177,822
Total of all expenses incurred2022-12-31$3,794,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,670,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,762,063
Value of total assets at end of year2022-12-31$64,909,115
Value of total assets at beginning of year2022-12-31$63,725,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$124,167
Total interest from all sources2022-12-31$64,564
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,205,103
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$1,205,103
Administrative expenses professional fees incurred2022-12-31$13,000
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$9,843,056
Participant contributions at end of year2022-12-31$708,362
Participant contributions at beginning of year2022-12-31$455,455
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,401,378
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$395
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$30
Administrative expenses (other) incurred2022-12-31$61,167
Total non interest bearing cash at end of year2022-12-31$73,344
Total non interest bearing cash at beginning of year2022-12-31$191,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,616,518
Value of net assets at end of year (total assets less liabilities)2022-12-31$64,909,115
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$63,725,756
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$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$60,125,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$59,636,253
Interest on participant loans2022-12-31$28,439
Interest earned on other investments2022-12-31$36,125
Value of interest in common/collective trusts at end of year2022-12-31$1,581,104
Value of interest in common/collective trusts at beginning of year2022-12-31$1,812,113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,420,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,630,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,519,384
Net investment gain or loss from common/collective trusts2022-12-31$-334,524
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$2,517,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,670,173
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31BAKER TILLY, US LLP
Accountancy firm EIN2022-12-31390859910
2021 : PARTNER ENGINEERING AND SCIENCE 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$17,125,535
Total of all expenses incurred2021-12-31$3,249,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,132,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,704,456
Value of total assets at end of year2021-12-31$63,725,756
Value of total assets at beginning of year2021-12-31$49,849,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$116,901
Total interest from all sources2021-12-31$42,712
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,213,674
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$1,213,674
Administrative expenses professional fees incurred2021-12-31$9,785
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$7,360,459
Participant contributions at end of year2021-12-31$455,455
Participant contributions at beginning of year2021-12-31$473,145
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,483,312
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$30
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$849
Administrative expenses (other) incurred2021-12-31$57,116
Total non interest bearing cash at end of year2021-12-31$191,369
Total non interest bearing cash at beginning of year2021-12-31$116,315
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$13,876,132
Value of net assets at end of year (total assets less liabilities)2021-12-31$63,725,756
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$49,849,624
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$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$59,636,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$47,932,325
Interest on participant loans2021-12-31$22,535
Interest earned on other investments2021-12-31$20,177
Value of interest in common/collective trusts at end of year2021-12-31$1,812,113
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,630,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,289,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,878,204
Net investment gain or loss from common/collective trusts2021-12-31$286,489
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$860,685
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$37,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,132,502
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31BAKER TILLY, US LLP
Accountancy firm EIN2021-12-31390859910
2020 : PARTNER ENGINEERING AND SCIENCE 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$13,126,993
Total of all expenses incurred2020-12-31$4,323,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,230,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,439,764
Value of total assets at end of year2020-12-31$49,849,624
Value of total assets at beginning of year2020-12-31$41,046,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$93,227
Total interest from all sources2020-12-31$51,959
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$780,474
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$780,474
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$5,166,485
Participant contributions at end of year2020-12-31$473,145
Participant contributions at beginning of year2020-12-31$397,163
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$516,776
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$849
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$51
Administrative expenses (other) incurred2020-12-31$43,227
Total non interest bearing cash at end of year2020-12-31$116,315
Total non interest bearing cash at beginning of year2020-12-31$61,333
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$8,803,575
Value of net assets at end of year (total assets less liabilities)2020-12-31$49,849,624
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$41,046,049
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$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$47,932,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$39,253,128
Interest on participant loans2020-12-31$26,714
Interest earned on other investments2020-12-31$25,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,289,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,303,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,854,796
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$756,503
Employer contributions (assets) at end of year2020-12-31$37,457
Employer contributions (assets) at beginning of year2020-12-31$30,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,230,191
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY, US LLP
Accountancy firm EIN2020-12-31390859910
2019 : PARTNER ENGINEERING AND SCIENCE 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$13,429,884
Total of all expenses incurred2019-12-31$872,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$790,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,480,862
Value of total assets at end of year2019-12-31$41,046,049
Value of total assets at beginning of year2019-12-31$28,488,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$81,932
Total interest from all sources2019-12-31$42,681
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$781,556
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$781,556
Administrative expenses professional fees incurred2019-12-31$9,500
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$4,955,382
Participant contributions at end of year2019-12-31$397,163
Participant contributions at beginning of year2019-12-31$275,365
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$781,704
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$51
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$173
Administrative expenses (other) incurred2019-12-31$22,432
Total non interest bearing cash at end of year2019-12-31$61,333
Total non interest bearing cash at beginning of year2019-12-31$33,739
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$12,557,418
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,046,049
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,488,631
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$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$39,253,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,606,646
Interest on participant loans2019-12-31$19,452
Interest earned on other investments2019-12-31$23,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,303,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,540,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,124,785
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$743,776
Employer contributions (assets) at end of year2019-12-31$30,537
Employer contributions (assets) at beginning of year2019-12-31$32,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$790,534
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31SQUAR MILNER LLP
Accountancy firm EIN2019-12-31330835986
2018 : PARTNER ENGINEERING AND SCIENCE 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$3,846,501
Total of all expenses incurred2018-12-31$1,233,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,145,124
Value of total corrective distributions2018-12-31$1,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,824,498
Value of total assets at end of year2018-12-31$28,488,631
Value of total assets at beginning of year2018-12-31$25,875,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$87,512
Total interest from all sources2018-12-31$27,571
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$599,882
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$599,882
Administrative expenses professional fees incurred2018-12-31$9,785
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$4,133,778
Participant contributions at end of year2018-12-31$275,365
Participant contributions at beginning of year2018-12-31$241,376
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,057,817
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$173
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$27,727
Total non interest bearing cash at end of year2018-12-31$33,739
Total non interest bearing cash at beginning of year2018-12-31$16,863
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$2,612,687
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,488,631
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,875,944
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$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$26,606,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,633,727
Interest on participant loans2018-12-31$12,764
Interest earned on other investments2018-12-31$14,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,540,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$962,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,605,450
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$632,903
Employer contributions (assets) at end of year2018-12-31$32,469
Employer contributions (assets) at beginning of year2018-12-31$21,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,145,124
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31SQUAR MILNER LLP
Accountancy firm EIN2018-12-31330835986
2017 : PARTNER ENGINEERING AND SCIENCE 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$8,634,446
Total of all expenses incurred2017-12-31$1,619,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,535,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,984,536
Value of total assets at end of year2017-12-31$25,875,944
Value of total assets at beginning of year2017-12-31$18,860,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$83,348
Total interest from all sources2017-12-31$28,165
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$424,145
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$424,145
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$3,383,520
Participant contributions at end of year2017-12-31$241,376
Participant contributions at beginning of year2017-12-31$165,793
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,062,671
Administrative expenses (other) incurred2017-12-31$61,063
Total non interest bearing cash at end of year2017-12-31$16,863
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$7,015,369
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,875,944
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,860,575
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$12,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,633,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,143,484
Interest on participant loans2017-12-31$8,882
Interest earned on other investments2017-12-31$19,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$962,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,551,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,197,600
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$538,345
Employer contributions (assets) at end of year2017-12-31$21,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,535,729
Contract administrator fees2017-12-31$9,785
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31SQUAR MILNER LLP
Accountancy firm EIN2017-12-31330835986
2016 : PARTNER ENGINEERING AND SCIENCE 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$4,885,034
Total of all expenses incurred2016-12-31$1,218,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,138,460
Expenses. Certain deemed distributions of participant loans2016-12-31$6,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,566,263
Value of total assets at end of year2016-12-31$18,860,575
Value of total assets at beginning of year2016-12-31$15,193,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$73,842
Total interest from all sources2016-12-31$7,696
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$276,689
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$276,689
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$2,821,397
Participant contributions at end of year2016-12-31$165,793
Participant contributions at beginning of year2016-12-31$171,157
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$299,902
Other income not declared elsewhere2016-12-31$35,114
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$3,666,707
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,860,575
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,193,868
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,143,484
Value of interest in pooled separate accounts at beginning of year2016-12-31$13,615,104
Interest on participant loans2016-12-31$7,696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,551,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,407,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$999,272
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$444,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,138,460
Contract administrator fees2016-12-31$73,842
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 name2016-12-31SQUAR MILNER LLP
Accountancy firm EIN2016-12-31330835986
2015 : PARTNER ENGINEERING AND SCIENCE 401K PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,977,139
Total of all expenses incurred2015-12-31$503,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$454,633
Expenses. Certain deemed distributions of participant loans2015-12-31$1,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,098,159
Value of total assets at end of year2015-12-31$15,193,868
Value of total assets at beginning of year2015-12-31$12,720,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$47,817
Total interest from all sources2015-12-31$6,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$5,784
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$2,363,258
Participant contributions at end of year2015-12-31$171,157
Participant contributions at beginning of year2015-12-31$126,581
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$380,836
Other income not declared elsewhere2015-12-31$22,528
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$2,473,291
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,193,868
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,720,577
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$42,033
Value of interest in pooled separate accounts at end of year2015-12-31$13,615,104
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,583,871
Interest on participant loans2015-12-31$6,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,407,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,010,125
Net investment gain/loss from pooled separate accounts2015-12-31$-149,650
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$354,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$454,633
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 name2015-12-31WEINBERG & COMPANY PA
Accountancy firm EIN2015-12-31650386288
2014 : PARTNER ENGINEERING AND SCIENCE 401K PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,002,666
Total of all expenses incurred2014-12-31$684,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$646,989
Value of total corrective distributions2014-12-31$4,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,382,184
Value of total assets at end of year2014-12-31$12,720,577
Value of total assets at beginning of year2014-12-31$10,402,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$33,179
Total interest from all sources2014-12-31$5,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$5,015
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$1,847,977
Participant contributions at end of year2014-12-31$126,581
Participant contributions at beginning of year2014-12-31$161,204
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$276,749
Other income not declared elsewhere2014-12-31$24,826
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$2,318,398
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,720,577
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,402,179
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$28,164
Value of interest in pooled separate accounts at end of year2014-12-31$11,583,871
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,947,979
Income. Interest from loans (other than to participants)2014-12-31$5,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,010,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,292,996
Net investment gain/loss from pooled separate accounts2014-12-31$590,475
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$257,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$646,989
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 name2014-12-31HASKELL & WHITE LLP
Accountancy firm EIN2014-12-31330310569
2013 : PARTNER ENGINEERING AND SCIENCE 401K PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$5,117,888
Total income from all sources (including contributions)2013-12-31$3,461,198
Total of all expenses incurred2013-12-31$45,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$22,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,323,195
Value of total assets at end of year2013-12-31$10,402,179
Value of total assets at beginning of year2013-12-31$1,868,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,005
Total interest from all sources2013-12-31$102,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$6,849
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$1,257,299
Participant contributions at end of year2013-12-31$161,204
Participant contributions at beginning of year2013-12-31$9,253
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$904,490
Other income not declared elsewhere2013-12-31$7,108
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$3,415,646
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,402,179
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,868,645
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$16,156
Value of interest in pooled separate accounts at end of year2013-12-31$8,947,979
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,855,297
Interest on participant loans2013-12-31$102,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,292,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,095
Net investment gain/loss from pooled separate accounts2013-12-31$1,028,075
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$161,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$22,547
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 name2013-12-31HASKELL & WHITE LLP
Accountancy firm EIN2013-12-31330310569
2012 : PARTNER ENGINEERING AND SCIENCE 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$0
Total income from all sources (including contributions)2012-12-31$1,202,733
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$57,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$40,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,041,478
Value of total assets at end of year2012-12-31$1,868,645
Value of total assets at beginning of year2012-12-31$722,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,254
Total interest from all sources2012-12-31$267
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$4,651
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$726,325
Participant contributions at end of year2012-12-31$9,253
Participant contributions at beginning of year2012-12-31$4,711
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$215,760
Other income not declared elsewhere2012-12-31$73
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$1,145,663
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,868,645
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$722,982
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
Investment advisory and management fees2012-12-31$11,603
Value of interest in pooled separate accounts at end of year2012-12-31$1,855,297
Value of interest in pooled separate accounts at beginning of year2012-12-31$717,692
Interest on participant loans2012-12-31$267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$579
Net investment gain/loss from pooled separate accounts2012-12-31$160,915
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$99,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$40,816
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 name2012-12-31HASKELL & WHITE LLP
Accountancy firm EIN2012-12-31330310569

Form 5500 Responses for PARTNER ENGINEERING AND SCIENCE 401K PLAN

2022: PARTNER ENGINEERING AND SCIENCE 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PARTNER ENGINEERING AND SCIENCE 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PARTNER ENGINEERING AND SCIENCE 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PARTNER ENGINEERING AND SCIENCE 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PARTNER ENGINEERING AND SCIENCE 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PARTNER ENGINEERING AND SCIENCE 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PARTNER ENGINEERING AND SCIENCE 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PARTNER ENGINEERING AND SCIENCE 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PARTNER ENGINEERING AND SCIENCE 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PARTNER ENGINEERING AND SCIENCE 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PARTNER ENGINEERING AND SCIENCE 401K 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number512638
Policy instance 1
Insurance contract or identification number512638
Number of Individuals Covered1418
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number512638
Policy instance 1
Insurance contract or identification number512638
Number of Individuals Covered1157
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number512638
Policy instance 1
Insurance contract or identification number512638
Number of Individuals Covered890
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number512638
Policy instance 1
Insurance contract or identification number512638
Number of Individuals Covered841
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number512638
Policy instance 1
Insurance contract or identification number512638
Number of Individuals Covered740
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number512638
Policy instance 1
Insurance contract or identification number512638
Number of Individuals Covered712
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,936
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 BrokerUSD $2,936
Insurance broker organization code?3
Insurance broker nameWELLS FARGO CLEARING SERVICES, LLC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600621-000
Policy instance 1
Insurance contract or identification number600621-000
Number of Individuals Covered571
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $69,578
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 BrokerUSD $34,789
Insurance broker organization code?3
Insurance broker nameARTHUR G HORNER
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600621-000
Policy instance 1
Insurance contract or identification number600621-000
Number of Individuals Covered473
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $56,262
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 BrokerUSD $28,131
Insurance broker organization code?3
Insurance broker nameARTHUR G HORNER
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600621-000
Policy instance 1
Insurance contract or identification number600621-000
Number of Individuals Covered374
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $24,342
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 BrokerUSD $1,353
Insurance broker organization code?3
Insurance broker nameDANIEL FIENBERG
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600621-000
Policy instance 1
Insurance contract or identification number600621-000
Number of Individuals Covered209
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,466
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,233
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameGUY HORNER

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