401k Plan data: THE POWELL GROUP EMPLOYEES' 401(K) PLAN plan

THE POWELL GROUP EMPLOYEES' 401(K) PLAN 401k Plan overview

Plan Name	THE POWELL GROUP EMPLOYEES' 401(K) PLAN
Plan identification number	001

THE POWELL GROUP EMPLOYEES' 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

THE POWELL GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: THE POWELL GROUP, LLC

Employer identification number (EIN): 720889792

NAIC Classification: 113110
NAIC Description: Timber Tract Operations

Additional information about THE POWELL GROUP, LLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 2005-07-28

Company Identification Number: 602525414

Legal Registered Office Address: 5617 N STARR RD

NEWMAN LAKE
United States of America (USA)
990258644

More information about THE POWELL GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE POWELL GROUP EMPLOYEES' 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 DAVID WARRINGTON
001 2017-01-01 DAVID WARRINGTON
001 2017-01-01 DAVID WARRINGTON
001 2016-01-01 JEFFREY PETERS
001 2015-01-01 JEFFREY PETERS
001 2014-01-01 JEFFREY PETERS
001 2013-01-01 JEFFREY PETERS
001 2012-01-01 JEFFREY PETERS
001 2011-01-01 JEFFREY PETERS
001 2009-01-01 CHERYL OPPERMAN

Plan Statistics for THE POWELL GROUP EMPLOYEES' 401(K) PLAN

401k plan membership statisitcs for THE POWELL GROUP EMPLOYEES' 401(K) PLAN

Measure Date Value
2022: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 175
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 27
Total of all active and inactive participants 2022-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 204
Number of participants with account balances 2022-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 124
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 49
Total of all active and inactive participants 2021-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 176
Number of participants with account balances 2021-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 144
Number of retired or separated participants receiving benefits 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 28
Total of all active and inactive participants 2020-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 178
Number of participants with account balances 2020-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 148
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 24
Total of all active and inactive participants 2019-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 176
Number of participants with account balances 2019-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 11
2018: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 196
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 74
Total of all active and inactive participants 2018-01-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 273
Number of participants with account balances 2018-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 21
2017: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 214
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 176
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 24
Total of all active and inactive participants 2017-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 201
Number of participants with account balances 2017-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 12
2016: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 219
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 195
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 19
Total of all active and inactive participants 2016-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 214
Number of participants with account balances 2016-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 176
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 42
Total of all active and inactive participants 2015-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 218
Number of participants with account balances 2015-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 12
2014: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 211
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 17
Total of all active and inactive participants 2014-01-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 228
Number of participants with account balances 2014-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 12
2013: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 212
Number of other retired or separated participants entitled to future benefits 2013-01-01 15
Total of all active and inactive participants 2013-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 227
Number of participants with account balances 2013-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 11
2012: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 195
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 15
Total of all active and inactive participants 2012-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 210
Number of participants with account balances 2012-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 9
2011: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 177
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 17
Total of all active and inactive participants 2011-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 194
Number of participants with account balances 2011-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 8
2009: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 177
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 17
Total of all active and inactive participants 2009-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 195
Number of participants with account balances 2009-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2022: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	175
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	27
Total of all active and inactive participants	2022-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	204
Number of participants with account balances	2022-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	124
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	49
Total of all active and inactive participants	2021-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	176
Number of participants with account balances	2021-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	144
Number of retired or separated participants receiving benefits	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	28
Total of all active and inactive participants	2020-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	178
Number of participants with account balances	2020-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	148
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	24
Total of all active and inactive participants	2019-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	176
Number of participants with account balances	2019-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	11
2018: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	196
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	74
Total of all active and inactive participants	2018-01-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	273
Number of participants with account balances	2018-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	21
2017: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	214
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	176
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	24
Total of all active and inactive participants	2017-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	201
Number of participants with account balances	2017-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	12
2016: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	219
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	195
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	19
Total of all active and inactive participants	2016-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	214
Number of participants with account balances	2016-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	176
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	42
Total of all active and inactive participants	2015-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	218
Number of participants with account balances	2015-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	12
2014: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	211
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	17
Total of all active and inactive participants	2014-01-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	228
Number of participants with account balances	2014-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	12
2013: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	212
Number of other retired or separated participants entitled to future benefits	2013-01-01	15
Total of all active and inactive participants	2013-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	227
Number of participants with account balances	2013-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	11
2012: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	195
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	15
Total of all active and inactive participants	2012-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	210
Number of participants with account balances	2012-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	9
2011: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	177
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	17
Total of all active and inactive participants	2011-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	194
Number of participants with account balances	2011-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	8
2009: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	177
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	17
Total of all active and inactive participants	2009-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	195
Number of participants with account balances	2009-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on THE POWELL GROUP EMPLOYEES' 401(K) PLAN

Measure	Date	Value
2022 : THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-466,706
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,112,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,109,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$725,204
Value of total assets at end of year	2022-12-31	$9,191,367
Value of total assets at beginning of year	2022-12-31	$10,770,622
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$3,268
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$308,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$308,542
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$630,639
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,579,255
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,191,367
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,770,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,191,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,770,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,500,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$94,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,109,281
Contract administrator fees	2022-12-31	$3,268
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	TWRU CPA'S & FINANCIAL ADVISORS
Accountancy firm EIN	2022-12-31	721086666
2021 : THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,242,814
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,036,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,034,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$600,989
Value of total assets at end of year	2021-12-31	$10,770,622
Value of total assets at beginning of year	2021-12-31	$9,564,699
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,831
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$392,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$392,504
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$501,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,205,923
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,770,622
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,564,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$10,770,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,564,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,249,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$99,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,034,060
Contract administrator fees	2021-12-31	$2,831
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	TWRU CPA'S & FINANCIAL ADVISORS
Accountancy firm EIN	2021-12-31	721086666
2020 : THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,161,668
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$542,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$532,286
Value of total corrective distributions	2020-12-31	$2,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$606,620
Value of total assets at end of year	2020-12-31	$9,564,699
Value of total assets at beginning of year	2020-12-31	$8,945,777
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$8,083
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$142,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$142,482
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$509,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$618,922
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,564,699
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,945,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,564,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,945,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$412,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$97,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$532,286
Contract administrator fees	2020-12-31	$8,083
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	TWRU CPA'S & FINANCIAL ADVISORS
Accountancy firm EIN	2020-12-31	721086666
2019 : THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,893,314
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$688,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$671,893
Value of total corrective distributions	2019-12-31	$6,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$646,173
Value of total assets at end of year	2019-12-31	$8,945,777
Value of total assets at beginning of year	2019-12-31	$7,741,248
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,155
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$225,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$225,577
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$528,659
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$24,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,204,529
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,945,777
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,741,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,945,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,741,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,021,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$92,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$671,893
Contract administrator fees	2019-12-31	$10,155
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	TWRU CPA'S & FINANCIAL ADVISORS
Accountancy firm EIN	2019-12-31	721086666
2018 : THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$90,246
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$878,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$867,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$665,666
Value of total assets at end of year	2018-12-31	$7,741,248
Value of total assets at beginning of year	2018-12-31	$8,529,878
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$11,655
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$306,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$306,801
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$530,506
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$18,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-788,630
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,741,248
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,529,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$11,655
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,741,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,529,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-882,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$117,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$867,221
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	TWRU CPA'S & FINANCIAL ADVISORS
Accountancy firm EIN	2018-12-31	721086666
2017 : THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,489,163
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,180,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,162,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$757,012
Value of total assets at end of year	2017-12-31	$8,529,878
Value of total assets at beginning of year	2017-12-31	$9,220,889
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$17,300
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$269,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$269,142
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$633,073
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$9,220,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-691,011
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,529,878
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,220,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$17,300
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$8,529,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$463,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$123,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,162,874
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2017-12-31	721202445
2016 : THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,336,382
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,139,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,129,259
Value of total corrective distributions	2016-12-31	$3,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$765,462
Value of total assets at end of year	2016-12-31	$9,220,889
Value of total assets at beginning of year	2016-12-31	$9,023,850
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,450
Total interest from all sources	2016-12-31	$93,483
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$635,711
Total non interest bearing cash at end of year	2016-12-31	$9,220,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$197,039
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,220,889
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,023,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$6,314,534
Interest earned on other investments	2016-12-31	$93,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,709,316
Net investment gain/loss from pooled separate accounts	2016-12-31	$477,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$129,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,129,259
Contract administrator fees	2016-12-31	$6,450
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2016-12-31	721202445
2015 : THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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
Total income from all sources (including contributions)	2015-12-31	$874,895
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$753,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$741,116
Value of total corrective distributions	2015-12-31	$5,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$804,406
Value of total assets at end of year	2015-12-31	$9,023,850
Value of total assets at beginning of year	2015-12-31	$8,902,415
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$6,403
Total interest from all sources	2015-12-31	$110,842
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$670,501
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$12,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$121,435
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,023,850
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,902,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$6,314,534
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$5,601,915
Interest earned on other investments	2015-12-31	$110,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,709,316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$3,300,500
Net investment gain/loss from pooled separate accounts	2015-12-31	$-40,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$121,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$741,116
Contract administrator fees	2015-12-31	$6,403
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2015-12-31	721202445
2014 : THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$1,424,895
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$744,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$716,133
Value of total corrective distributions	2014-12-31	$19,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$892,440
Value of total assets at end of year	2014-12-31	$8,902,415
Value of total assets at beginning of year	2014-12-31	$8,221,589
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$8,046
Total interest from all sources	2014-12-31	$114,493
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$619,683
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$161,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$680,826
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,902,415
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,221,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$5,601,915
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,993,771
Interest earned on other investments	2014-12-31	$114,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$3,300,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$3,227,818
Net investment gain/loss from pooled separate accounts	2014-12-31	$417,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$111,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$716,133
Contract administrator fees	2014-12-31	$8,046
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2014-12-31	721202445
2013 : THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$1,899,905
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$351,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$331,906
Value of total corrective distributions	2013-12-31	$11,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$676,508
Value of total assets at end of year	2013-12-31	$8,221,589
Value of total assets at beginning of year	2013-12-31	$6,672,873
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,624
Total interest from all sources	2013-12-31	$104,038
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$568,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,548,716
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,221,589
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,672,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$4,993,771
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,951,762
Interest earned on other investments	2013-12-31	$104,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$3,227,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,721,111
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,119,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$107,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$331,906
Contract administrator fees	2013-12-31	$7,624
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2013-12-31	721202445
2012 : THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$1,258,026
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$403,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$380,166
Value of total corrective distributions	2012-12-31	$15,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$681,639
Value of total assets at end of year	2012-12-31	$6,672,873
Value of total assets at beginning of year	2012-12-31	$5,818,264
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$7,961
Total interest from all sources	2012-12-31	$86,009
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$569,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$854,609
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,672,873
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,818,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$3,951,762
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,409,816
Interest earned on other investments	2012-12-31	$86,009
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,721,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,408,448
Net investment gain/loss from pooled separate accounts	2012-12-31	$490,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$112,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$380,166
Contract administrator fees	2012-12-31	$7,961
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2012-12-31	721202445
2011 : THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$596,685
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$311,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$286,434
Value of total corrective distributions	2011-12-31	$19,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$604,313
Value of total assets at end of year	2011-12-31	$5,818,264
Value of total assets at beginning of year	2011-12-31	$5,533,258
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$5,990
Total interest from all sources	2011-12-31	$82,129
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$507,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$285,006
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,818,264
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,533,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$3,409,816
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$3,158,134
Interest earned on other investments	2011-12-31	$82,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,408,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,375,124
Net investment gain/loss from pooled separate accounts	2011-12-31	$-89,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$97,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$286,434
Contract administrator fees	2011-12-31	$5,990
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2011-12-31	721202445
2010 : THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$1,035,241
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$319,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$299,202
Value of total corrective distributions	2010-12-31	$16,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$587,999
Value of total assets at end of year	2010-12-31	$5,533,258
Value of total assets at beginning of year	2010-12-31	$4,817,469
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,895
Total interest from all sources	2010-12-31	$80,117
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$492,059
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$4,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$715,789
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,533,258
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,817,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$3,158,134
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$2,672,823
Interest earned on other investments	2010-12-31	$80,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,375,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,144,646
Net investment gain/loss from pooled separate accounts	2010-12-31	$367,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$91,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$299,202
Contract administrator fees	2010-12-31	$3,895
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2010-12-31	721202445
2009 : THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE POWELL GROUP EMPLOYEES' 401(K) PLAN

2022: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE POWELL GROUP EMPLOYEES' 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

800936

Policy instance

Insurance contract or identification number	800936
Number of Individuals Covered	218
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $31,124
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $31,124
Insurance broker organization code?	3
Insurance broker name	BANCORPSOUTH INS SERVS INC

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

Policy contract number

800936

Policy instance

Insurance contract or identification number	800936
Number of Individuals Covered	228
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $28,849
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $28,849
Insurance broker organization code?	3
Insurance broker name	BANCORPSOUTH INS SERVS INC

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

Policy contract number

800936

Policy instance

Insurance contract or identification number	800936
Number of Individuals Covered	227
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $24,373
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18,463
Insurance broker organization code?	3
Insurance broker name	WMS LLC C/O WRIGHT PERCY INS

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

Policy contract number

800936

Policy instance

Insurance contract or identification number	800936
Number of Individuals Covered	210
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $21,426
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,426
Insurance broker organization code?	3
Insurance broker name	WMS LLC C/O WRIGHT PERCY INS

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

Policy contract number

800936

Policy instance

Insurance contract or identification number	800936
Number of Individuals Covered	194
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $19,576
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

800936

Policy instance

Insurance contract or identification number	800936
Number of Individuals Covered	199
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $17,006
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,006
Insurance broker organization code?	3
Insurance broker name	WMS LLC C/O WRIGHT PERCY INS

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Company Name:	THE POWELL GROUP, LLC
Employer identification number (EIN):	720889792
NAIC Classification:	113110
NAIC Description:	Timber Tract Operations

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	2005-07-28
Company Identification Number:	602525414
Legal Registered Office Address:	5617 N STARR RD NEWMAN LAKE United States of America (USA) 990258644