401k Plan data: CARLSON WEST POVONDRA ARCHITECTS, INC plan

CARLSON WEST POVONDRA ARCHITECTS, INC 401k Plan overview

Plan Name	CARLSON WEST POVONDRA ARCHITECTS, INC
Plan identification number	001

CARLSON WEST POVONDRA ARCHITECTS, INC Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

CARLSON WEST POVONDRA ARCHITECTS INC has sponsored the creation of one or more 401k plans.

Company Name: CARLSON WEST POVONDRA ARCHITECTS INC

Employer identification number (EIN): 470708410

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARLSON WEST POVONDRA ARCHITECTS, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 JON CARLSON
001 2015-01-01 JON CARLSON
001 2014-01-01
001 2013-01-01
001 2012-01-01 STACY KERNS
001 2011-01-01 STACY KERNS
001 2010-01-01 ALBERT J POVONDRA JR ALBERT J POVONDRA JR 2011-07-01
001 2009-01-01 ALBERT J POVONDRA JR ALBERT J POVONDRA JR 2010-10-14

Plan Statistics for CARLSON WEST POVONDRA ARCHITECTS, INC

401k plan membership statisitcs for CARLSON WEST POVONDRA ARCHITECTS, INC

Measure Date Value
2016: CARLSON WEST POVONDRA ARCHITECTS, INC 2016 401k membership
Total participants, beginning-of-year 2016-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 15
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CARLSON WEST POVONDRA ARCHITECTS, INC 2015 401k membership
Total participants, beginning-of-year 2015-01-01 15
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 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CARLSON WEST POVONDRA ARCHITECTS, INC 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 15
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 15
Number of participants with account balances 2014-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CARLSON WEST POVONDRA ARCHITECTS, INC 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
Total of all active and inactive participants 2013-01-01 14
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 14
2012: CARLSON WEST POVONDRA ARCHITECTS, INC 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 14
Number of participants with account balances 2012-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CARLSON WEST POVONDRA ARCHITECTS, INC 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
2010: CARLSON WEST POVONDRA ARCHITECTS, INC 2010 401k membership
Total participants, beginning-of-year 2010-01-01 15
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 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 13
Number of participants with account balances 2010-01-01 13
2009: CARLSON WEST POVONDRA ARCHITECTS, INC 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 15
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 15
Number of participants with account balances 2009-01-01 15

Measure	Date	Value
2016: CARLSON WEST POVONDRA ARCHITECTS, INC 2016 401k membership
Total participants, beginning-of-year	2016-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	15
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CARLSON WEST POVONDRA ARCHITECTS, INC 2015 401k membership
Total participants, beginning-of-year	2015-01-01	15
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	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CARLSON WEST POVONDRA ARCHITECTS, INC 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	15
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	15
Number of participants with account balances	2014-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CARLSON WEST POVONDRA ARCHITECTS, INC 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
Total of all active and inactive participants	2013-01-01	14
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	14
2012: CARLSON WEST POVONDRA ARCHITECTS, INC 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	14
Number of participants with account balances	2012-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CARLSON WEST POVONDRA ARCHITECTS, INC 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
2010: CARLSON WEST POVONDRA ARCHITECTS, INC 2010 401k membership
Total participants, beginning-of-year	2010-01-01	15
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	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	13
Number of participants with account balances	2010-01-01	13
2009: CARLSON WEST POVONDRA ARCHITECTS, INC 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	15
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	15
Number of participants with account balances	2009-01-01	15

Financial Data on CARLSON WEST POVONDRA ARCHITECTS, INC

Measure	Date	Value
2016 : CARLSON WEST POVONDRA ARCHITECTS, INC 2016 401k financial data
Total income from all sources	2016-12-31	$209,685
Expenses. Total of all expenses incurred	2016-12-31	$63,020
Benefits paid (including direct rollovers)	2016-12-31	$63,020
Total plan assets at end of year	2016-12-31	$1,370,621
Total plan assets at beginning of year	2016-12-31	$1,223,956
Total contributions received or receivable from participants	2016-12-31	$79,259
Other income received	2016-12-31	$85,724
Net income (gross income less expenses)	2016-12-31	$146,665
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,370,621
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,223,956
Total contributions received or receivable from employer(s)	2016-12-31	$44,702
2015 : CARLSON WEST POVONDRA ARCHITECTS, INC 2015 401k financial data
Total income from all sources	2015-12-31	$76,576
Expenses. Total of all expenses incurred	2015-12-31	$9,414
Benefits paid (including direct rollovers)	2015-12-31	$9,414
Total plan assets at end of year	2015-12-31	$1,223,956
Total plan assets at beginning of year	2015-12-31	$1,156,794
Total contributions received or receivable from participants	2015-12-31	$70,743
Other income received	2015-12-31	$-21,605
Net income (gross income less expenses)	2015-12-31	$67,162
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,223,956
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,156,794
Total contributions received or receivable from employer(s)	2015-12-31	$27,438
2014 : CARLSON WEST POVONDRA ARCHITECTS, INC 2014 401k financial data
Total income from all sources	2014-12-31	$187,454
Expenses. Total of all expenses incurred	2014-12-31	$189,126
Benefits paid (including direct rollovers)	2014-12-31	$189,126
Total plan assets at end of year	2014-12-31	$1,156,794
Total plan assets at beginning of year	2014-12-31	$1,158,466
Total contributions received or receivable from participants	2014-12-31	$85,159
Other income received	2014-12-31	$69,051
Net income (gross income less expenses)	2014-12-31	$-1,672
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,156,794
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,158,466
Total contributions received or receivable from employer(s)	2014-12-31	$33,244
2013 : CARLSON WEST POVONDRA ARCHITECTS, INC 2013 401k financial data
Total income from all sources	2013-12-31	$235,050
Expenses. Total of all expenses incurred	2013-12-31	$2,096
Benefits paid (including direct rollovers)	2013-12-31	$1,035
Total plan assets at end of year	2013-12-31	$1,158,466
Total plan assets at beginning of year	2013-12-31	$925,512
Total contributions received or receivable from participants	2013-12-31	$71,975
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,061
Other income received	2013-12-31	$132,523
Net income (gross income less expenses)	2013-12-31	$232,954
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,158,466
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$925,512
Total contributions received or receivable from employer(s)	2013-12-31	$30,552
2012 : CARLSON WEST POVONDRA ARCHITECTS, INC 2012 401k financial data
Total income from all sources	2012-12-31	$194,645
Total plan assets at end of year	2012-12-31	$925,512
Total plan assets at beginning of year	2012-12-31	$730,867
Total contributions received or receivable from participants	2012-12-31	$62,678
Other income received	2012-12-31	$100,859
Net income (gross income less expenses)	2012-12-31	$194,645
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$925,512
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$730,867
Total contributions received or receivable from employer(s)	2012-12-31	$31,108
2011 : CARLSON WEST POVONDRA ARCHITECTS, INC 2011 401k financial data
Total income from all sources	2011-12-31	$105,420
Expenses. Total of all expenses incurred	2011-12-31	$18,153
Benefits paid (including direct rollovers)	2011-12-31	$18,153
Total plan assets at end of year	2011-12-31	$730,867
Total plan assets at beginning of year	2011-12-31	$643,600
Total contributions received or receivable from participants	2011-12-31	$86,050
Other income received	2011-12-31	$-6,720
Net income (gross income less expenses)	2011-12-31	$87,267
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$730,867
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$643,600
Total contributions received or receivable from employer(s)	2011-12-31	$26,090
2010 : CARLSON WEST POVONDRA ARCHITECTS, INC 2010 401k financial data
Total income from all sources	2010-12-31	$208,187
Expenses. Total of all expenses incurred	2010-12-31	$63,663
Benefits paid (including direct rollovers)	2010-12-31	$63,588
Total plan assets at end of year	2010-12-31	$829,424
Total plan assets at beginning of year	2010-12-31	$684,900
Value of fidelity bond covering the plan	2010-12-31	$75,000
Total contributions received or receivable from participants	2010-12-31	$55,376
Expenses. Other expenses not covered elsewhere	2010-12-31	$75
Other income received	2010-12-31	$91,018
Net income (gross income less expenses)	2010-12-31	$144,524
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$829,424
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$684,900
Assets. Value of employer securities	2010-12-31	$420,754
Total contributions received or receivable from employer(s)	2010-12-31	$117,169
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$300

Form 5500 Responses for CARLSON WEST POVONDRA ARCHITECTS, INC

2016: CARLSON WEST POVONDRA ARCHITECTS, INC 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CARLSON WEST POVONDRA ARCHITECTS, INC 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CARLSON WEST POVONDRA ARCHITECTS, INC 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CARLSON WEST POVONDRA ARCHITECTS, INC 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CARLSON WEST POVONDRA ARCHITECTS, INC 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CARLSON WEST POVONDRA ARCHITECTS, INC 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CARLSON WEST POVONDRA ARCHITECTS, INC 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CARLSON WEST POVONDRA ARCHITECTS, INC 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CARLSON WEST POVONDRA ARCHITECTS INC
Employer identification number (EIN):	470708410
NAIC Classification:	541310
NAIC Description:	Architectural Services

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	JON CARLSON
001	2015-01-01	JON CARLSON
001	2014-01-01
001	2013-01-01
001	2012-01-01	STACY KERNS
001	2011-01-01	STACY KERNS
001	2010-01-01	ALBERT J POVONDRA JR	ALBERT J POVONDRA JR	2011-07-01
001	2009-01-01	ALBERT J POVONDRA JR	ALBERT J POVONDRA JR	2010-10-14