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HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 401k Plan overview

Plan NameHILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN
Plan identification number 001

HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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

HILLIS-CARNES ENGINEERING ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HILLIS-CARNES ENGINEERING ASSOCIATES, INC.
Employer identification number (EIN):521629263
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRENDA FRANK BRENDA FRANK2018-10-11
0012016-01-01BRENDA FRANK BRENDA FRANK2017-10-09
0012015-01-01BRENDA FRANK BRENDA FRANK2016-10-07
0012014-01-01BRENDA FRANK
0012013-01-01BRENDA FRANK
0012012-01-01BRENDA FRANK
0012011-01-01BRENDA FRANK BRENDA FRANK2012-07-30
0012010-01-01BRENDA FRANK
0012009-01-01BRENDA FRANK

Plan Statistics for HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN

401k plan membership statisitcs for HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN

Measure Date Value
2023: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01541
Total number of active participants reported on line 7a of the Form 55002023-01-01420
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01115
Total of all active and inactive participants2023-01-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01536
Number of participants with account balances2023-01-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0179
2022: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01505
Total number of active participants reported on line 7a of the Form 55002022-01-01398
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01115
Total of all active and inactive participants2022-01-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01514
Number of participants with account balances2022-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0147
2021: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01504
Total number of active participants reported on line 7a of the Form 55002021-01-01377
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01115
Total of all active and inactive participants2021-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01493
Number of participants with account balances2021-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0167
2020: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01463
Total number of active participants reported on line 7a of the Form 55002020-01-01408
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0183
Total of all active and inactive participants2020-01-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01492
Number of participants with account balances2020-01-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0164
2019: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01440
Total number of active participants reported on line 7a of the Form 55002019-01-01403
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0158
Total of all active and inactive participants2019-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01461
Number of participants with account balances2019-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0165
2018: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01405
Total number of active participants reported on line 7a of the Form 55002018-01-01358
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0173
Total of all active and inactive participants2018-01-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01431
Number of participants with account balances2018-01-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0167
2017: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01347
Total number of active participants reported on line 7a of the Form 55002017-01-01351
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01391
Number of participants with account balances2017-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0136
2016: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01309
Total number of active participants reported on line 7a of the Form 55002016-01-01316
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0144
Total of all active and inactive participants2016-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01360
Number of participants with account balances2016-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01299
Total number of active participants reported on line 7a of the Form 55002015-01-01282
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01305
Number of participants with account balances2015-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01308
Total number of active participants reported on line 7a of the Form 55002014-01-01237
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0183
Total of all active and inactive participants2014-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01321
Number of participants with account balances2014-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01303
Total number of active participants reported on line 7a of the Form 55002013-01-01224
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0182
Total of all active and inactive participants2013-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01308
Number of participants with account balances2013-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01281
Total number of active participants reported on line 7a of the Form 55002012-01-01218
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0184
Total of all active and inactive participants2012-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01303
Number of participants with account balances2012-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01277
Total number of active participants reported on line 7a of the Form 55002011-01-01201
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0179
Total of all active and inactive participants2011-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01281
Number of participants with account balances2011-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01280
Total number of active participants reported on line 7a of the Form 55002010-01-01198
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0178
Total of all active and inactive participants2010-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01277
Number of participants with account balances2010-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01284
Total number of active participants reported on line 7a of the Form 55002009-01-01201
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0179
Total of all active and inactive participants2009-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01280
Number of participants with account balances2009-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN

Measure Date Value
2023 : HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$371,101
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$5,878,200
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,457,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,262,733
Value of total corrective distributions2023-12-31$80,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,498,212
Value of total assets at end of year2023-12-31$25,702,345
Value of total assets at beginning of year2023-12-31$21,910,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$114,624
Total interest from all sources2023-12-31$62,597
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$22,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$22,325
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,300,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,804,180
Participant contributions at end of year2023-12-31$429,698
Participant contributions at beginning of year2023-12-31$332,405
Participant contributions at end of year2023-12-31$10
Participant contributions at beginning of year2023-12-31$111,216
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$239,979
Administrative expenses (other) incurred2023-12-31$33,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,420,695
Value of net assets at end of year (total assets less liabilities)2023-12-31$25,702,345
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$21,910,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$22,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,118,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,807,282
Value of interest in pooled separate accounts at end of year2023-12-31$2,271,974
Value of interest in pooled separate accounts at beginning of year2023-12-31$1,666,730
Interest on participant loans2023-12-31$26,003
Interest earned on other investments2023-12-31$36,594
Value of interest in common/collective trusts at end of year2023-12-31$18,768,984
Value of interest in common/collective trusts at beginning of year2023-12-31$15,503,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$2,113,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$2,458,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$408,060
Net investment gain/loss from pooled separate accounts2023-12-31$336,188
Net investment gain or loss from common/collective trusts2023-12-31$2,550,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$454,053
Employer contributions (assets) at end of year2023-12-31$5
Employer contributions (assets) at beginning of year2023-12-31$31,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,262,733
Contract administrator fees2023-12-31$58,045
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31KBST&M, P.A.
Accountancy firm EIN2023-12-31552136541
2022 : HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$381,638
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$0
Total income from all sources (including contributions)2022-12-31$-1,081,532
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,302,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,190,576
Expenses. Certain deemed distributions of participant loans2022-12-31$2,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,650,120
Value of total assets at end of year2022-12-31$21,910,549
Value of total assets at beginning of year2022-12-31$23,912,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$109,683
Total interest from all sources2022-12-31$46,871
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$26,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$26,434
Administrative expenses professional fees incurred2022-12-31$32,398
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,300,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,565,259
Participant contributions at end of year2022-12-31$332,405
Participant contributions at beginning of year2022-12-31$147,991
Participant contributions at end of year2022-12-31$111,216
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$702,871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,383,816
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,910,549
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,912,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$21,599
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,807,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,045,594
Value of interest in pooled separate accounts at end of year2022-12-31$1,666,730
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,314,585
Interest on participant loans2022-12-31$10,165
Interest earned on other investments2022-12-31$36,706
Value of interest in common/collective trusts at end of year2022-12-31$15,503,574
Value of interest in common/collective trusts at beginning of year2022-12-31$17,425,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,458,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,978,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-530,088
Net investment gain/loss from pooled separate accounts2022-12-31$-358,183
Net investment gain or loss from common/collective trusts2022-12-31$-2,916,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$381,990
Employer contributions (assets) at end of year2022-12-31$31,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,190,576
Contract administrator fees2022-12-31$55,686
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KBST&M, P.A.
Accountancy firm EIN2022-12-31552136541
2021 : HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$4,754,409
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,159,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,046,524
Expenses. Certain deemed distributions of participant loans2021-12-31$1,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,036,545
Value of total assets at end of year2021-12-31$23,912,727
Value of total assets at beginning of year2021-12-31$20,317,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$110,926
Total interest from all sources2021-12-31$37,655
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$25,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$25,874
Administrative expenses professional fees incurred2021-12-31$32,206
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,300,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,500,185
Participant contributions at end of year2021-12-31$147,991
Participant contributions at beginning of year2021-12-31$212,621
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$155,617
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$18
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,595,342
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,912,727
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,317,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$21,471
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,045,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,368,812
Value of interest in pooled separate accounts at end of year2021-12-31$2,314,585
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,955,254
Interest on participant loans2021-12-31$8,906
Interest earned on other investments2021-12-31$28,749
Value of interest in common/collective trusts at end of year2021-12-31$17,425,863
Value of interest in common/collective trusts at beginning of year2021-12-31$13,908,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,978,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,871,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$226,584
Net investment gain/loss from pooled separate accounts2021-12-31$437,559
Net investment gain or loss from common/collective trusts2021-12-31$1,990,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$380,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,046,506
Contract administrator fees2021-12-31$57,249
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KBST&M, P.A.
Accountancy firm EIN2021-12-31511365413
2020 : HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$4,093,666
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,111,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,047,495
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,597,033
Value of total assets at end of year2020-12-31$20,317,385
Value of total assets at beginning of year2020-12-31$18,335,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$64,041
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$50,912
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$12,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$12,821
Administrative expenses professional fees incurred2020-12-31$13,850
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,300,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,265,311
Participant contributions at end of year2020-12-31$212,621
Participant contributions at beginning of year2020-12-31$223,615
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,436
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,982,130
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,317,385
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,335,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$9,234
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,368,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,425,113
Value of interest in pooled separate accounts at end of year2020-12-31$1,955,254
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,880,960
Interest on participant loans2020-12-31$11,545
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$39,367
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$13,908,769
Value of interest in common/collective trusts at beginning of year2020-12-31$12,950,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,871,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,855,417
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$522,454
Net investment gain/loss from pooled separate accounts2020-12-31$275,110
Net investment gain or loss from common/collective trusts2020-12-31$1,635,336
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$324,286
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,047,495
Contract administrator fees2020-12-31$40,957
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KBST&M, P.A.
Accountancy firm EIN2020-12-31521365413
2019 : HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$4,546,117
Total income from all sources (including contributions)2019-12-31$4,546,117
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,383,315
Total of all expenses incurred2019-12-31$1,383,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,364,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,364,336
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,641,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,641,223
Value of total assets at end of year2019-12-31$18,335,255
Value of total assets at end of year2019-12-31$18,335,255
Value of total assets at beginning of year2019-12-31$15,172,453
Value of total assets at beginning of year2019-12-31$15,172,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,979
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$31,156
Total interest from all sources2019-12-31$31,156
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,776
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,776
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,776
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,300,000
Value of fidelity bond cover2019-12-31$1,300,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$1,201,220
Contributions received from participants2019-12-31$1,201,220
Participant contributions at end of year2019-12-31$223,615
Participant contributions at end of year2019-12-31$223,615
Participant contributions at beginning of year2019-12-31$175,693
Participant contributions at beginning of year2019-12-31$175,693
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$124,732
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$124,732
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$39
Other income not declared elsewhere2019-12-31$39
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,162,802
Value of net income/loss2019-12-31$3,162,802
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,335,255
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,335,255
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,172,453
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,172,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,425,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,425,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,085,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,085,104
Value of interest in pooled separate accounts at end of year2019-12-31$1,880,960
Value of interest in pooled separate accounts at end of year2019-12-31$1,880,960
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,816,391
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,816,391
Interest on participant loans2019-12-31$10,947
Interest on participant loans2019-12-31$10,947
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$20,209
Interest earned on other investments2019-12-31$20,209
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$12,950,150
Value of interest in common/collective trusts at end of year2019-12-31$12,950,150
Value of interest in common/collective trusts at beginning of year2019-12-31$10,776,573
Value of interest in common/collective trusts at beginning of year2019-12-31$10,776,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,855,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,318,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,318,692
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$298,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$298,575
Net investment gain/loss from pooled separate accounts2019-12-31$482,621
Net investment gain/loss from pooled separate accounts2019-12-31$482,621
Net investment gain or loss from common/collective trusts2019-12-31$2,083,727
Net investment gain or loss from common/collective trusts2019-12-31$2,083,727
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$315,271
Contributions received in cash from employer2019-12-31$315,271
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,364,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,364,336
Contract administrator fees2019-12-31$18,979
Contract administrator fees2019-12-31$18,979
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KBST&M, P.A.
Accountancy firm name2019-12-31KBST&M, P.A.
Accountancy firm EIN2019-12-31521365413
Accountancy firm EIN2019-12-31521365413
2018 : HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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$304,225
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$248,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$234,914
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,310,531
Value of total assets at end of year2018-12-31$15,172,453
Value of total assets at beginning of year2018-12-31$15,116,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,391
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$21,996
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$11,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$11,780
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$1,011,685
Participant contributions at end of year2018-12-31$175,693
Participant contributions at beginning of year2018-12-31$186,528
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$28,407
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$27,011
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$13
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$55,920
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,172,453
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,116,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,085,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,015,431
Value of interest in pooled separate accounts at end of year2018-12-31$1,816,391
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,753,956
Interest on participant loans2018-12-31$6,588
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$15,408
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$10,776,573
Value of interest in common/collective trusts at beginning of year2018-12-31$11,214,721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,318,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$907,997
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-74,406
Net investment gain/loss from pooled separate accounts2018-12-31$-156,908
Net investment gain or loss from common/collective trusts2018-12-31$-808,781
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$271,835
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$9,493
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$234,914
Contract administrator fees2018-12-31$13,391
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KBST&M, P.A.
Accountancy firm EIN2018-12-31521365413
2017 : HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$2,262,703
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$3,084,387
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$574,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$512,304
Expenses. Certain deemed distributions of participant loans2017-12-31$41,263
Value of total corrective distributions2017-12-31$9,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,203,017
Value of total assets at end of year2017-12-31$15,116,533
Value of total assets at beginning of year2017-12-31$10,344,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,920
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$18,144
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$6,463
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$884,406
Participant contributions at end of year2017-12-31$186,528
Participant contributions at beginning of year2017-12-31$213,193
Participant contributions at end of year2017-12-31$28,407
Participant contributions at beginning of year2017-12-31$36,113
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$81,732
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$23
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,509,741
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,116,533
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,344,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,015,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$702,007
Value of interest in pooled separate accounts at end of year2017-12-31$1,753,956
Value of interest in pooled separate accounts at beginning of year2017-12-31$856,487
Interest on participant loans2017-12-31$7,537
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$10,607
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$11,214,721
Value of interest in common/collective trusts at beginning of year2017-12-31$7,785,330
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$907,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$743,459
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$219,560
Net investment gain/loss from pooled separate accounts2017-12-31$238,756
Net investment gain or loss from common/collective trusts2017-12-31$1,398,447
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$236,879
Employer contributions (assets) at end of year2017-12-31$9,493
Employer contributions (assets) at beginning of year2017-12-31$7,500
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$512,281
Contract administrator fees2017-12-31$11,920
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KBST&M, P.A.
Accountancy firm EIN2017-12-31521365413
2016 : HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$76,371
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$1,506,796
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$345,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$337,279
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$875,855
Value of total assets at end of year2016-12-31$10,344,089
Value of total assets at beginning of year2016-12-31$9,106,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,248
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$15,610
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,910
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$676,901
Participant contributions at end of year2016-12-31$213,193
Participant contributions at beginning of year2016-12-31$135,145
Participant contributions at end of year2016-12-31$36,113
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$18,035
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,161,269
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,344,089
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,106,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$702,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$702,461
Value of interest in pooled separate accounts at end of year2016-12-31$856,487
Value of interest in pooled separate accounts at beginning of year2016-12-31$668,827
Interest on participant loans2016-12-31$5,524
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$10,086
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$7,785,330
Value of interest in common/collective trusts at beginning of year2016-12-31$6,893,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$743,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$706,149
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$25,296
Net investment gain/loss from pooled separate accounts2016-12-31$63,647
Net investment gain or loss from common/collective trusts2016-12-31$521,478
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$180,919
Employer contributions (assets) at end of year2016-12-31$7,500
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$337,279
Contract administrator fees2016-12-31$8,248
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Qualified
Accountancy firm name2016-12-31KBST& M, P.A.
Accountancy firm EIN2016-12-31521365413
2015 : HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$576,392
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$636,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$627,899
Expenses. Certain deemed distributions of participant loans2015-12-31$4,032
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$724,685
Value of total assets at end of year2015-12-31$9,106,449
Value of total assets at beginning of year2015-12-31$9,166,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,504
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$8,816
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$12,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$12,127
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31No
Value of fidelity bond cover2015-12-31$0
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$525,577
Participant contributions at end of year2015-12-31$135,145
Participant contributions at beginning of year2015-12-31$162,633
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$67,525
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$6,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-823
Administrative expenses (other) incurred2015-12-31$900
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-60,043
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,106,449
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,166,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$702,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,340,450
Value of interest in pooled separate accounts at end of year2015-12-31$668,827
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$6,396
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$2,420
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$6,893,867
Value of interest in common/collective trusts at beginning of year2015-12-31$662,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$706,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-220,899
Net investment gain/loss from pooled separate accounts2015-12-31$13,198
Net investment gain or loss from common/collective trusts2015-12-31$39,288
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$131,583
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$621,899
Contract administrator fees2015-12-31$3,604
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KBST&M, P.A.
Accountancy firm EIN2015-12-31521365413
2014 : HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,203,872
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$742,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$723,892
Value of total corrective distributions2014-12-31$16,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$661,354
Value of total assets at end of year2014-12-31$9,166,492
Value of total assets at beginning of year2014-12-31$8,705,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,000
Total interest from all sources2014-12-31$5,213
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$344,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$344,366
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$420,601
Participant contributions at end of year2014-12-31$162,633
Participant contributions at beginning of year2014-12-31$137,531
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$135,185
Administrative expenses (other) incurred2014-12-31$2,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$461,060
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,166,492
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,705,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,340,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,134,932
Interest on participant loans2014-12-31$5,213
Value of interest in common/collective trusts at end of year2014-12-31$662,075
Value of interest in common/collective trusts at beginning of year2014-12-31$432,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$779
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$186,745
Net investment gain or loss from common/collective trusts2014-12-31$6,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$105,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$723,892
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KBST&M, P.A.
Accountancy firm EIN2014-12-31521365413
2013 : HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,988,499
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$814,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$814,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$514,326
Value of total assets at end of year2013-12-31$8,705,432
Value of total assets at beginning of year2013-12-31$7,531,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$850
Total interest from all sources2013-12-31$6,612
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$268,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$268,383
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$401,913
Participant contributions at end of year2013-12-31$137,531
Participant contributions at beginning of year2013-12-31$190,415
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$19,415
Administrative expenses (other) incurred2013-12-31$850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,173,557
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,705,432
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,531,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,134,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,167,712
Interest on participant loans2013-12-31$6,612
Value of interest in common/collective trusts at end of year2013-12-31$432,190
Value of interest in common/collective trusts at beginning of year2013-12-31$173,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$779
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,193,989
Net investment gain or loss from common/collective trusts2013-12-31$5,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$92,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$814,092
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KBST&M, P.A.
Accountancy firm EIN2013-12-31521365413
2012 : HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,261,784
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$242,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$241,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$567,697
Value of total assets at end of year2012-12-31$7,531,875
Value of total assets at beginning of year2012-12-31$6,512,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$950
Total interest from all sources2012-12-31$7,210
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$222,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$222,055
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$398,621
Participant contributions at end of year2012-12-31$190,415
Participant contributions at beginning of year2012-12-31$166,479
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$75,242
Administrative expenses (other) incurred2012-12-31$950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,019,691
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,531,875
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,512,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,167,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,337,972
Interest on participant loans2012-12-31$7,210
Value of interest in common/collective trusts at end of year2012-12-31$173,599
Value of interest in common/collective trusts at beginning of year2012-12-31$1,007,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$17,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$464,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$93,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$224,133
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KBST&M, P.A.
Accountancy firm EIN2012-12-31521365413
2011 : HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$378,282
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$74,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$55,288
Expenses. Certain deemed distributions of participant loans2011-12-31$4,975
Value of total corrective distributions2011-12-31$13,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$486,063
Value of total assets at end of year2011-12-31$6,512,184
Value of total assets at beginning of year2011-12-31$6,208,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$675
Total interest from all sources2011-12-31$8,359
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$123,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$123,176
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$384,118
Participant contributions at end of year2011-12-31$166,479
Participant contributions at beginning of year2011-12-31$170,866
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$13,251
Administrative expenses (other) incurred2011-12-31$675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$304,147
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,512,184
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,208,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,337,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,338,043
Interest on participant loans2011-12-31$8,359
Value of interest in common/collective trusts at end of year2011-12-31$1,007,733
Value of interest in common/collective trusts at beginning of year2011-12-31$699,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-255,327
Net investment gain or loss from common/collective trusts2011-12-31$16,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$88,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$55,288
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KBST&M, P.A.
Accountancy firm EIN2011-12-31521365413
2010 : HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,058,798
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$334,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$260,329
Expenses. Certain deemed distributions of participant loans2010-12-31$1,653
Value of total corrective distributions2010-12-31$71,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$380,284
Value of total assets at end of year2010-12-31$6,208,037
Value of total assets at beginning of year2010-12-31$5,483,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,325
Total interest from all sources2010-12-31$7,692
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$92,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$92,721
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$372,145
Participant contributions at end of year2010-12-31$170,866
Participant contributions at beginning of year2010-12-31$124,025
Administrative expenses (other) incurred2010-12-31$1,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$724,207
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,208,037
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,483,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,338,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,612,374
Interest on participant loans2010-12-31$7,692
Value of interest in common/collective trusts at end of year2010-12-31$699,128
Value of interest in common/collective trusts at beginning of year2010-12-31$747,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$550,766
Net investment gain or loss from common/collective trusts2010-12-31$27,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$8,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$260,329
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN

2023: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HILLIS-CARNES ENGINEERING ASSOCIATES INC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number462509
Policy instance 2
Insurance contract or identification number462509
Number of Individuals Covered536
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered536
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number462509
Policy instance 2
Insurance contract or identification number462509
Number of Individuals Covered514
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered514
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number462509
Policy instance 2
Insurance contract or identification number462509
Number of Individuals Covered493
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered493
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number462509
Policy instance 2
Insurance contract or identification number462509
Number of Individuals Covered492
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,525
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,525
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered492
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,688
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,688
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number462509
Policy instance 2
Insurance contract or identification number462509
Number of Individuals Covered461
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,854
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,854
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered461
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,776
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,776
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number462509
Policy instance 2
Insurance contract or identification number462509
Number of Individuals Covered431
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,556
Total amount of fees paid to insurance companyUSD $729
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,556
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered431
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,847
Total amount of fees paid to insurance companyUSD $455
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,847
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number462509
Policy instance 2
Insurance contract or identification number462509
Number of Individuals Covered391
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,620
Total amount of fees paid to insurance companyUSD $579
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,620
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker nameMERRILL LYNCH PIERCE FENNER & SMITH
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered391
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,086
Total amount of fees paid to insurance companyUSD $334
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,086
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker nameMERRILL LYNCH PIERCE FENNER & SMITH
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number462509
Policy instance 2
Insurance contract or identification number462509
Number of Individuals Covered305
Insurance policy start date2015-10-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered305
Insurance policy start date2015-10-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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