401k Plan data: BHA/WES 401(K) PLAN plan

BHA/WES 401(K) PLAN 401k Plan overview

Plan Name	BHA/WES 401(K) PLAN
Plan identification number	001

BHA/WES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WASHINGTON ENERGY SERVICE CO LLC has sponsored the creation of one or more 401k plans.

Company Name: WASHINGTON ENERGY SERVICE CO LLC

Employer identification number (EIN): 474473515

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Additional information about WASHINGTON ENERGY SERVICE CO LLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 2015-07-08

Company Identification Number: 603522032

Legal Registered Office Address: 1201 3RD AVE SUITE 3200

SEATTLE
United States of America (USA)
981013276

More information about WASHINGTON ENERGY SERVICE CO LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BHA/WES 401(K) PLAN

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 2020-01-01
001 2019-01-01 LESLIE LAND 2020-09-28
001 2018-01-01 LESLIE LAND 2019-09-29 LESLIE LAND 2019-09-29
001 2017-01-01
001 2016-01-01

Plan Statistics for BHA/WES 401(K) PLAN

401k plan membership statisitcs for BHA/WES 401(K) PLAN

Measure Date Value
2023: BHA/WES 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 539
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 482
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 68
Total of all active and inactive participants 2023-01-01 550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 550
Number of participants with account balances 2023-01-01 280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 82
2022: BHA/WES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 511
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 484
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 55
Total of all active and inactive participants 2022-01-01 539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 539
Number of participants with account balances 2022-01-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: BHA/WES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 472
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 453
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 58
Total of all active and inactive participants 2021-01-01 511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 511
Number of participants with account balances 2021-01-01 265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: BHA/WES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 393
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 417
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 55
Total of all active and inactive participants 2020-01-01 472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 472
Number of participants with account balances 2020-01-01 255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BHA/WES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 481
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 393
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 393
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: BHA/WES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 447
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 409
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 53
Total of all active and inactive participants 2018-01-01 463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 463
Number of participants with account balances 2018-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2017: BHA/WES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 406
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 388
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 45
Total of all active and inactive participants 2017-01-01 434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 434
Number of participants with account balances 2017-01-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 18
2016: BHA/WES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 269
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 33
Total of all active and inactive participants 2016-01-01 303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 303
Number of participants with account balances 2016-01-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7

Measure	Date	Value
2023: BHA/WES 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	539
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	482
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	68
Total of all active and inactive participants	2023-01-01	550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	550
Number of participants with account balances	2023-01-01	280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	82
2022: BHA/WES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	511
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	484
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	55
Total of all active and inactive participants	2022-01-01	539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	539
Number of participants with account balances	2022-01-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: BHA/WES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	472
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	453
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	58
Total of all active and inactive participants	2021-01-01	511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	511
Number of participants with account balances	2021-01-01	265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: BHA/WES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	393
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	417
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	55
Total of all active and inactive participants	2020-01-01	472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	472
Number of participants with account balances	2020-01-01	255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BHA/WES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	481
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	393
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	393
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: BHA/WES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	447
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	409
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	53
Total of all active and inactive participants	2018-01-01	463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	463
Number of participants with account balances	2018-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2017: BHA/WES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	406
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	388
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	45
Total of all active and inactive participants	2017-01-01	434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	434
Number of participants with account balances	2017-01-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	18
2016: BHA/WES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	269
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	33
Total of all active and inactive participants	2016-01-01	303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	303
Number of participants with account balances	2016-01-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7

Financial Data on BHA/WES 401(K) PLAN

Measure	Date	Value
2023 : BHA/WES 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$5,365,377
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,336,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,184,746
Value of total corrective distributions	2023-12-31	$94,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,326,027
Value of total assets at end of year	2023-12-31	$24,185,631
Value of total assets at beginning of year	2023-12-31	$20,156,479
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$56,952
Total interest from all sources	2023-12-31	$25,457
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$10,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$10,237
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,864,956
Participant contributions at end of year	2023-12-31	$49,326
Participant contributions at beginning of year	2023-12-31	$38,772
Administrative expenses (other) incurred	2023-12-31	$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$4,029,152
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$24,185,631
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$20,156,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$963,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$693,561
Value of interest in pooled separate accounts at end of year	2023-12-31	$22,099,793
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$18,557,880
Interest on participant loans	2023-12-31	$2,245
Interest earned on other investments	2023-12-31	$23,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$1,073,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$866,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$131,349
Net investment gain/loss from pooled separate accounts	2023-12-31	$2,872,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$461,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,184,746
Contract administrator fees	2023-12-31	$31,752
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	JOHNSON & SHUTE, P.S.
Accountancy firm EIN	2023-12-31	911394728
2022 : BHA/WES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,105,142
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,295,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,123,674
Value of total corrective distributions	2022-12-31	$115,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,339,393
Value of total assets at end of year	2022-12-31	$20,156,479
Value of total assets at beginning of year	2022-12-31	$22,557,108
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$56,109
Total interest from all sources	2022-12-31	$18,944
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$6,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$6,813
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,771,258
Participant contributions at end of year	2022-12-31	$38,772
Participant contributions at beginning of year	2022-12-31	$48,418
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$128,421
Administrative expenses (other) incurred	2022-12-31	$160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,400,629
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$20,156,479
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$22,557,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$693,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$814,761
Value of interest in pooled separate accounts at end of year	2022-12-31	$18,557,880
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$20,821,512
Interest on participant loans	2022-12-31	$1,837
Interest earned on other investments	2022-12-31	$17,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$866,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$872,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-259,297
Net investment gain/loss from pooled separate accounts	2022-12-31	$-3,210,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$439,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,123,674
Contract administrator fees	2022-12-31	$30,949
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JOHNSON & SHUTE, P.S.
Accountancy firm EIN	2022-12-31	911394728
2021 : BHA/WES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,038,258
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,892,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,762,834
Value of total corrective distributions	2021-12-31	$87,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,040,008
Value of total assets at end of year	2021-12-31	$22,557,108
Value of total assets at beginning of year	2021-12-31	$19,411,561
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$42,577
Total interest from all sources	2021-12-31	$20,411
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$5,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$5,964
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,625,362
Participant contributions at end of year	2021-12-31	$48,418
Participant contributions at beginning of year	2021-12-31	$24,379
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$177
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$5,629
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$42,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,145,547
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$22,557,108
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$19,411,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$814,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$669,046
Value of interest in pooled separate accounts at end of year	2021-12-31	$20,821,512
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$17,569,898
Interest on participant loans	2021-12-31	$1,536
Interest earned on other investments	2021-12-31	$18,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$872,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,148,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$74,581
Net investment gain/loss from pooled separate accounts	2021-12-31	$2,897,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$409,017
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$59
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,762,834
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JOHNSON & SHUTE, P.S.
Accountancy firm EIN	2021-12-31	911394728
2020 : BHA/WES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,680,678
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,517,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,351,876
Value of total corrective distributions	2020-12-31	$99,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,681,695
Value of total assets at end of year	2020-12-31	$19,411,561
Value of total assets at beginning of year	2020-12-31	$17,248,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$66,440
Total interest from all sources	2020-12-31	$18,589
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$2,883
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,327,608
Participant contributions at end of year	2020-12-31	$24,379
Participant contributions at beginning of year	2020-12-31	$44,333
Participant contributions at end of year	2020-12-31	$177
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$17,204,406
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$11,068
Other income not declared elsewhere	2020-12-31	$22,975
Administrative expenses (other) incurred	2020-12-31	$66,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,162,822
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,411,561
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$17,248,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$669,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Value of interest in pooled separate accounts at end of year	2020-12-31	$17,569,898
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$1,365
Interest earned on other investments	2020-12-31	$15,199
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$2,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,148,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$191,833
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,762,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$343,019
Employer contributions (assets) at end of year	2020-12-31	$59
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,351,876
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	JOHNSON & SHUTE, P.S.
Accountancy firm EIN	2020-12-31	911394728
2019 : BHA/WES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,644,601
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,071,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$983,595
Value of total corrective distributions	2019-12-31	$61,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,442,146
Value of total assets at end of year	2019-12-31	$17,248,739
Value of total assets at beginning of year	2019-12-31	$13,676,010
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$26,982
Total interest from all sources	2019-12-31	$49,081
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,215,816
Participant contributions at end of year	2019-12-31	$44,333
Participant contributions at beginning of year	2019-12-31	$49,320
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$17,204,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,572,729
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$17,248,739
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,676,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$11,333,978
Interest on participant loans	2019-12-31	$1,779
Interest earned on other investments	2019-12-31	$47,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,292,712
Net investment gain/loss from pooled separate accounts	2019-12-31	$3,153,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$226,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$983,595
Contract administrator fees	2019-12-31	$26,982
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLARK, RAYMOND & COMPANY PLLC
Accountancy firm EIN	2019-12-31	911521868
2018 : BHA/WES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$574,241
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$521,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$439,000
Value of total corrective distributions	2018-12-31	$75,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,514,535
Value of total assets at end of year	2018-12-31	$13,676,010
Value of total assets at beginning of year	2018-12-31	$13,623,055
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$7,036
Total interest from all sources	2018-12-31	$35,731
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,192,834
Participant contributions at end of year	2018-12-31	$49,320
Participant contributions at beginning of year	2018-12-31	$40,101
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$100,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$52,955
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,676,010
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$13,623,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$11,333,978
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$11,552,098
Interest on participant loans	2018-12-31	$1,828
Interest earned on other investments	2018-12-31	$33,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,292,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,030,856
Net investment gain/loss from pooled separate accounts	2018-12-31	$-976,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$221,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$439,000
Contract administrator fees	2018-12-31	$7,036
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLARK, RAYMOND & COMPANY PLLC
Accountancy firm EIN	2018-12-31	911521868
2017 : BHA/WES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,356,439
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,171,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,084,260
Value of total corrective distributions	2017-12-31	$81,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,299,404
Value of total assets at end of year	2017-12-31	$13,623,055
Value of total assets at beginning of year	2017-12-31	$11,437,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,169
Total interest from all sources	2017-12-31	$26,600
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,073,254
Participant contributions at end of year	2017-12-31	$40,101
Participant contributions at beginning of year	2017-12-31	$36,612
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$20,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,185,292
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$13,623,055
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,437,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$11,552,098
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$9,671,917
Interest on participant loans	2017-12-31	$1,349
Interest earned on other investments	2017-12-31	$25,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,030,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,729,234
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,030,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$205,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,084,260
Contract administrator fees	2017-12-31	$5,169
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLARK, RAYMOND & COMPANY PLLC
Accountancy firm EIN	2017-12-31	911521868
2016 : BHA/WES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,893,923
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$462,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$358,269
Value of total corrective distributions	2016-12-31	$102,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,177,733
Value of total assets at end of year	2016-12-31	$11,437,763
Value of total assets at beginning of year	2016-12-31	$10,006,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,917
Total interest from all sources	2016-12-31	$23,021
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$993,912
Participant contributions at end of year	2016-12-31	$36,612
Participant contributions at beginning of year	2016-12-31	$49,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,431,267
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,437,763
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,006,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$9,671,917
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$8,522,004
Interest on participant loans	2016-12-31	$1,642
Interest earned on other investments	2016-12-31	$21,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,729,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,434,669
Net investment gain/loss from pooled separate accounts	2016-12-31	$693,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$183,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$358,269
Contract administrator fees	2016-12-31	$1,917
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLARK, RAYMOND & COMPANY PLLC
Accountancy firm EIN	2016-12-31	911521868

Form 5500 Responses for BHA/WES 401(K) PLAN

2023: BHA/WES 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BHA/WES 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BHA/WES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BHA/WES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BHA/WES 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: BHA/WES 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: BHA/WES 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: BHA/WES 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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

524828-01

Policy instance

Insurance contract or identification number	524828-01
Number of Individuals Covered	280
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

075535

Policy instance

Insurance contract or identification number	075535
Number of Individuals Covered	539
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

075535

Policy instance

Insurance contract or identification number	075535
Number of Individuals Covered	511
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

075535

Policy instance

Insurance contract or identification number	075535
Number of Individuals Covered	472
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

801459

Policy instance

Insurance contract or identification number	801459
Number of Individuals Covered	393
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $3,625
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $3,625
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

801459

Policy instance

Insurance contract or identification number	801459
Number of Individuals Covered	463
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $35,878
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $35,878
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

801459

Policy instance

Insurance contract or identification number	801459
Number of Individuals Covered	434
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $38,373
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $38,373
Insurance broker organization code?	3
Insurance broker name	KMS FINANCIAL SERVICES, INC.

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See full terms and conditions

Company Name:	WASHINGTON ENERGY SERVICE CO LLC
Employer identification number (EIN):	474473515
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	2015-07-08
Company Identification Number:	603522032
Legal Registered Office Address:	1201 3RD AVE SUITE 3200 SEATTLE United States of America (USA) 981013276