401k Plan data: EES PENSION AND INVESTMENT PLAN OF HOBBS AND BLACK ASSOCIATES plan

EES PENSION AND INVESTMENT PLAN OF HOBBS AND BLACK ASSOCIATES 401k Plan overview

Plan Name	EES PENSION AND INVESTMENT PLAN OF HOBBS AND BLACK ASSOCIATES
Plan identification number	001

EES PENSION AND INVESTMENT PLAN OF HOBBS AND BLACK ASSOCIATES Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HOBBS AND BLACK ASSOCIATES INC. has sponsored the creation of one or more 401k plans.

Company Name: HOBBS AND BLACK ASSOCIATES INC.

Employer identification number (EIN): 382029341

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EES PENSION AND INVESTMENT PLAN OF HOBBS AND BLACK ASSOCIATES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-10-01
001 2015-10-01
001 2015-10-01
001 2014-10-01
001 2014-10-01
001 2014-10-01
001 2013-10-01
001 2012-10-01 WILLIAM S HOBBS 2014-07-14 WILLIAM S HOBBS 2014-07-14
001 2011-10-01 WILLIAM S HOBBS 2013-07-12 WILLIAM S HOBBS 2013-07-12
001 2010-10-01 WILLIAM S HOBBS 2012-07-12 WILLIAM S HOBBS 2012-07-12
001 2009-10-01 WILLIAM S HOBBS WILLIAM S HOBBS 2011-07-15
001 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-10-01
001	2015-10-01
001	2015-10-01
001	2014-10-01
001	2014-10-01
001	2014-10-01
001	2013-10-01
001	2012-10-01	WILLIAM S HOBBS	2014-07-14	WILLIAM S HOBBS	2014-07-14
001	2011-10-01	WILLIAM S HOBBS	2013-07-12	WILLIAM S HOBBS	2013-07-12
001	2010-10-01	WILLIAM S HOBBS	2012-07-12	WILLIAM S HOBBS	2012-07-12
001	2009-10-01	WILLIAM S HOBBS		WILLIAM S HOBBS	2011-07-15
001	2008-10-01

Plan Statistics for EES PENSION AND INVESTMENT PLAN OF HOBBS AND BLACK ASSOCIATES

401k plan membership statisitcs for EES PENSION AND INVESTMENT PLAN OF HOBBS AND BLACK ASSOCIATES

Measure Date Value
2017: EES PENSION AND INVESTMENT PLAN OF HOBBS AND BLACK ASSOCIATES 2017 401k membership
Market value of plan assets 2017-09-30 2,040,704
Acturial value of plan assets 2017-09-30 2,040,704
Funding target for retired participants and beneficiaries receiving payment 2017-09-30 730,626
Number of terminated vested participants 2017-09-30 33
Fundng target for terminated vested participants 2017-09-30 1,077,687
Active participant vested funding target 2017-09-30 1,626,646
Number of active participants 2017-09-30 13
Total funding liabilities for active participants 2017-09-30 1,626,646
Total participant count 2017-09-30 50
Total funding target for all participants 2017-09-30 3,434,959
Balance at beginning of prior year after applicable adjustments 2017-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-09-30 44,561
Carryover balanced portion elected for use to offset prior years funding requirement 2017-09-30 0
Prefunding balanced used to offset prior years funding requirement 2017-09-30 0
Amount remaining of carryover balance 2017-09-30 0
Amount remaining of prefunding balance 2017-09-30 44,561
Present value of excess contributions 2017-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-09-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-09-30 0
Reductions in caryover balances due to elections or deemed elections 2017-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-09-30 0
Balance of carryovers at beginning of current year 2017-09-30 0
Balance of prefunding at beginning of current year 2017-09-30 46,464
Contributions allocated toward unpaid minimum require contributions from prior years 2017-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-09-30 0
Liquidity shortfalls end of Q1 2017-09-30 0
Liquidity shortfalls end of Q2 2017-09-30 0
Liquidity shortfalls end of Q3 2017-09-30 0
Liquidity shortfalls end of Q4 2017-09-30 0
Unpaid minimum required contributions for all prior years 2017-09-30 1,026,445
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-09-30 0
Remaining amount of unpaid minimum required contributions 2017-09-30 1,026,445
Minimum required contributions for current year target normal cost 2017-09-30 0
Net shortfall amortization installment of oustanding balance 2017-09-30 1,440,719
Waiver amortization installment 2017-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-09-30 341,842
Additional cash requirement 2017-09-30 341,842
Contributions allocatedtoward minimum required contributions for current year 2017-09-30 0
Unpaid minimum required contributions for current year 2017-09-30 341,842
Unpaid minimum required contributions for all years 2017-09-30 1,368,287
2009: EES PENSION AND INVESTMENT PLAN OF HOBBS AND BLACK ASSOCIATES 2009 401k membership
Total participants, beginning-of-year 2009-10-01 58
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 22
Number of retired or separated participants receiving benefits 2009-10-01 5
Number of other retired or separated participants entitled to future benefits 2009-10-01 29
Total of all active and inactive participants 2009-10-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2017: EES PENSION AND INVESTMENT PLAN OF HOBBS AND BLACK ASSOCIATES 2017 401k membership
Market value of plan assets	2017-09-30	2,040,704
Acturial value of plan assets	2017-09-30	2,040,704
Funding target for retired participants and beneficiaries receiving payment	2017-09-30	730,626
Number of terminated vested participants	2017-09-30	33
Fundng target for terminated vested participants	2017-09-30	1,077,687
Active participant vested funding target	2017-09-30	1,626,646
Number of active participants	2017-09-30	13
Total funding liabilities for active participants	2017-09-30	1,626,646
Total participant count	2017-09-30	50
Total funding target for all participants	2017-09-30	3,434,959
Balance at beginning of prior year after applicable adjustments	2017-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-09-30	44,561
Carryover balanced portion elected for use to offset prior years funding requirement	2017-09-30	0
Prefunding balanced used to offset prior years funding requirement	2017-09-30	0
Amount remaining of carryover balance	2017-09-30	0
Amount remaining of prefunding balance	2017-09-30	44,561
Present value of excess contributions	2017-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-09-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-09-30	0
Reductions in caryover balances due to elections or deemed elections	2017-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-09-30	0
Balance of carryovers at beginning of current year	2017-09-30	0
Balance of prefunding at beginning of current year	2017-09-30	46,464
Contributions allocated toward unpaid minimum require contributions from prior years	2017-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-09-30	0
Liquidity shortfalls end of Q1	2017-09-30	0
Liquidity shortfalls end of Q2	2017-09-30	0
Liquidity shortfalls end of Q3	2017-09-30	0
Liquidity shortfalls end of Q4	2017-09-30	0
Unpaid minimum required contributions for all prior years	2017-09-30	1,026,445
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-09-30	0
Remaining amount of unpaid minimum required contributions	2017-09-30	1,026,445
Minimum required contributions for current year target normal cost	2017-09-30	0
Net shortfall amortization installment of oustanding balance	2017-09-30	1,440,719
Waiver amortization installment	2017-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-09-30	341,842
Additional cash requirement	2017-09-30	341,842
Contributions allocatedtoward minimum required contributions for current year	2017-09-30	0
Unpaid minimum required contributions for current year	2017-09-30	341,842
Unpaid minimum required contributions for all years	2017-09-30	1,368,287
2009: EES PENSION AND INVESTMENT PLAN OF HOBBS AND BLACK ASSOCIATES 2009 401k membership
Total participants, beginning-of-year	2009-10-01	58
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	22
Number of retired or separated participants receiving benefits	2009-10-01	5
Number of other retired or separated participants entitled to future benefits	2009-10-01	29
Total of all active and inactive participants	2009-10-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Form 5500 Responses for EES PENSION AND INVESTMENT PLAN OF HOBBS AND BLACK ASSOCIATES

2009: EES PENSION AND INVESTMENT PLAN OF HOBBS AND BLACK ASSOCIATES 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: EES PENSION AND INVESTMENT PLAN OF HOBBS AND BLACK ASSOCIATES 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	HOBBS AND BLACK ASSOCIATES INC.
Employer identification number (EIN):	382029341
NAIC Classification:	541310
NAIC Description:	Architectural Services