ENGINEERING PLUS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ENGINEERING PLUS LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2019: ENGINEERING PLUS LLC 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9 |
| Total of all active and inactive participants | 2019-01-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 34 |
| Number of participants with account balances | 2019-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 5 |
| 2018: ENGINEERING PLUS LLC 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 23 |
| 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 | 8 |
| Total of all active and inactive participants | 2018-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 32 |
| Number of participants with account balances | 2018-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: ENGINEERING PLUS LLC 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 6 |
| Total of all active and inactive participants | 2017-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 26 |
| Number of participants with account balances | 2017-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
| 2016: ENGINEERING PLUS LLC 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 5 |
| Total of all active and inactive participants | 2016-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 25 |
| Number of participants with account balances | 2016-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
| 2015: ENGINEERING PLUS LLC 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 6 |
| Total of all active and inactive participants | 2015-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 23 |
| Number of participants with account balances | 2015-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: ENGINEERING PLUS LLC 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 6 |
| Total of all active and inactive participants | 2014-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 23 |
| Number of participants with account balances | 2014-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: ENGINEERING PLUS LLC 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 6 |
| Total of all active and inactive participants | 2013-01-01 | 24 |
| Total participants | 2013-01-01 | 24 |
| Number of participants with account balances | 2013-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
| 2012: ENGINEERING PLUS LLC 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 9 |
| Total of all active and inactive participants | 2012-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 28 |
| Number of participants with account balances | 2012-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
| 2011: ENGINEERING PLUS LLC 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 16 |
| Total of all active and inactive participants | 2011-01-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 36 |
| Number of participants with account balances | 2011-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: ENGINEERING PLUS LLC 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 9 |
| Total of all active and inactive participants | 2010-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 31 |
| Number of participants with account balances | 2010-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2019 : ENGINEERING PLUS LLC 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $968,171 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $243,788 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $239,275 |
| Total plan assets at end of year | 2019-12-31 | $3,606,693 |
| Total plan assets at beginning of year | 2019-12-31 | $2,882,310 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $205,731 |
| Other income received | 2019-12-31 | $647,542 |
| Net income (gross income less expenses) | 2019-12-31 | $724,383 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,606,693 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,882,310 |
| Assets. Value of participant loans | 2019-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $114,898 |
| Value of corrective distributions | 2019-12-31 | $4,139 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $374 |
| 2018 : ENGINEERING PLUS LLC 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $72,257 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $5,563 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $5,523 |
| Total plan assets at end of year | 2018-12-31 | $2,882,310 |
| Total plan assets at beginning of year | 2018-12-31 | $2,815,616 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $187,601 |
| Other income received | 2018-12-31 | $-225,897 |
| Net income (gross income less expenses) | 2018-12-31 | $66,694 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,882,310 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,815,616 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $110,553 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $40 |
| 2017 : ENGINEERING PLUS LLC 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $852,475 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $359,100 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $358,940 |
| Total plan assets at end of year | 2017-12-31 | $2,815,616 |
| Total plan assets at beginning of year | 2017-12-31 | $2,322,241 |
| Value of fidelity bond covering the plan | 2017-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $170,095 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $149,521 |
| Other income received | 2017-12-31 | $430,966 |
| Net income (gross income less expenses) | 2017-12-31 | $493,375 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,815,616 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,322,241 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $101,893 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $160 |
| 2016 : ENGINEERING PLUS LLC 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $361,809 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $45,808 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $45,648 |
| Total plan assets at end of year | 2016-12-31 | $2,322,241 |
| Total plan assets at beginning of year | 2016-12-31 | $2,006,240 |
| Value of fidelity bond covering the plan | 2016-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $151,126 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $3,634 |
| Other income received | 2016-12-31 | $121,701 |
| Net income (gross income less expenses) | 2016-12-31 | $316,001 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,322,241 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,006,240 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $85,348 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $160 |
| 2015 : ENGINEERING PLUS LLC 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $321,517 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $60,423 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $55,400 |
| Total plan assets at end of year | 2015-12-31 | $2,006,240 |
| Total plan assets at beginning of year | 2015-12-31 | $1,745,146 |
| Value of fidelity bond covering the plan | 2015-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $144,699 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $127,372 |
| Other income received | 2015-12-31 | $-31,519 |
| Net income (gross income less expenses) | 2015-12-31 | $261,094 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,006,240 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,745,146 |
| Assets. Value of participant loans | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $80,965 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $4,919 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $104 |
| 2014 : ENGINEERING PLUS LLC 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $287,036 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $21,378 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $21,330 |
| Total plan assets at end of year | 2014-12-31 | $1,745,146 |
| Total plan assets at beginning of year | 2014-12-31 | $1,479,488 |
| Value of fidelity bond covering the plan | 2014-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $126,719 |
| Other income received | 2014-12-31 | $84,752 |
| Net income (gross income less expenses) | 2014-12-31 | $265,658 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,745,146 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,479,488 |
| Assets. Value of participant loans | 2014-12-31 | $5,396 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $75,565 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $48 |
| 2013 : ENGINEERING PLUS LLC 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $392,761 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $120,579 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $120,531 |
| Total plan assets at end of year | 2013-12-31 | $1,479,488 |
| Total plan assets at beginning of year | 2013-12-31 | $1,207,306 |
| Value of fidelity bond covering the plan | 2013-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $111,045 |
| Other income received | 2013-12-31 | $219,315 |
| Net income (gross income less expenses) | 2013-12-31 | $272,182 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,479,488 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,207,306 |
| Assets. Value of participant loans | 2013-12-31 | $7,508 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $62,401 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $48 |
| 2012 : ENGINEERING PLUS LLC 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $334,896 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $358,250 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $344,082 |
| Total plan assets at end of year | 2012-12-31 | $1,207,306 |
| Total plan assets at beginning of year | 2012-12-31 | $1,230,660 |
| Value of fidelity bond covering the plan | 2012-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $104,227 |
| Other income received | 2012-12-31 | $156,093 |
| Net income (gross income less expenses) | 2012-12-31 | $-23,354 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,207,306 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,230,660 |
| Assets. Value of participant loans | 2012-12-31 | $9,530 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $74,576 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $13,573 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $595 |
| 2011 : ENGINEERING PLUS LLC 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $81,607 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $9,896 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $9,806 |
| Total plan assets at end of year | 2011-12-31 | $1,230,660 |
| Total plan assets at beginning of year | 2011-12-31 | $1,158,949 |
| Value of fidelity bond covering the plan | 2011-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $77,679 |
| Other income received | 2011-12-31 | $-66,724 |
| Net income (gross income less expenses) | 2011-12-31 | $71,711 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,230,660 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,158,949 |
| Assets. Value of participant loans | 2011-12-31 | $13,755 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $70,652 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $90 |
| 2010 : ENGINEERING PLUS LLC 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $265,971 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $122,098 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $122,098 |
| Total plan assets at end of year | 2010-12-31 | $1,158,949 |
| Total plan assets at beginning of year | 2010-12-31 | $1,015,076 |
| Value of fidelity bond covering the plan | 2010-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $84,219 |
| Other income received | 2010-12-31 | $112,196 |
| Net income (gross income less expenses) | 2010-12-31 | $143,873 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,158,949 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,015,076 |
| Assets. Value of participant loans | 2010-12-31 | $20,380 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $69,556 |
| 2019: ENGINEERING PLUS LLC 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – 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: ENGINEERING PLUS LLC 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – 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: ENGINEERING PLUS LLC 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – 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: ENGINEERING PLUS LLC 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – 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 |
| 2015: ENGINEERING PLUS LLC 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ENGINEERING PLUS LLC 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ENGINEERING PLUS LLC 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ENGINEERING PLUS LLC 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ENGINEERING PLUS LLC 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ENGINEERING PLUS LLC 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 808556 |
| Policy instance | 1 |
| Insurance contract or identification number | 808556 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $5,322 | | Total amount of fees paid to insurance company | USD $1,544 | | Commission paid to Insurance Broker | USD $5,322 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1544 | | Additional information about fees paid to insurance broker | TPA FEES AND COMPENSATION |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 808556 |
| Policy instance | 1 |
| Insurance contract or identification number | 808556 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $4,911 | | Total amount of fees paid to insurance company | USD $1,367 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,911 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1367 | | Additional information about fees paid to insurance broker | TPA FEES AND COMPENSATION |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 808556 |
| Policy instance | 1 |
| Insurance contract or identification number | 808556 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $5,132 | | Total amount of fees paid to insurance company | USD $1,142 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,132 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | TPA FEES AND COMPENSATION | | Insurance broker name | CES INS AGENCY INC |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 808556 |
| Policy instance | 1 |
| Insurance contract or identification number | 808556 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $4,563 | | Total amount of fees paid to insurance company | USD $935 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,563 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 935 | | Additional information about fees paid to insurance broker | TPA SERVICE FEE | | Insurance broker name | CES INS AGENCY INC |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 808556 |
| Policy instance | 1 |
| Insurance contract or identification number | 808556 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $2,996 | | Total amount of fees paid to insurance company | USD $801 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,337 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | TPA FEES AND COMPENSATION | | Insurance broker name | CES INS AGENCY INC |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 808556 |
| Policy instance | 1 |
| Insurance contract or identification number | 808556 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $2,224 | | Total amount of fees paid to insurance company | USD $2,327 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,224 | | Amount paid for insurance broker fees | 315 | | Additional information about fees paid to insurance broker | REFERRAL / SERVICE FEE | | Insurance broker organization code? | 3 | | Insurance broker name | ERISA, INC. |
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| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH3677 |
| Policy instance | 1 |
| Insurance contract or identification number | GH3677 | | Number of Individuals Covered | 39 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $3,144 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type 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 $3,144 | | Insurance broker organization code? | 3 | | Insurance broker name | PLEXUS GROUPE LLC THE |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 808556 |
| Policy instance | 2 |
| Insurance contract or identification number | 808556 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2012-12-15 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH3677 |
| Policy instance | 1 |
| Insurance contract or identification number | GH3677 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $2,901 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes |
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| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH3677 |
| Policy instance | 1 |
| Insurance contract or identification number | GH3677 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $2,537 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type 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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