401k Plan data: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN plan

HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 401k Plan overview

Plan Name	HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN
Plan identification number	001

HUMPHREYS & PARTNERS ARCHITECTS 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HUMPHREYS & PARTNERS ARCHITECTS, LP has sponsored the creation of one or more 401k plans.

Company Name: HUMPHREYS & PARTNERS ARCHITECTS, LP

Employer identification number (EIN): 752378544

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUMPHREYS & PARTNERS ARCHITECTS 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 NICOLE MANN 2022-10-17
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CHRISTINA BAILEY
001 2016-01-01 CHRISTINA BAILEY
001 2015-01-01 MARK HUMPHREYS CHRISTINA BAILEY 2016-10-17
001 2014-01-01 MARK HUMPHREYS CHRISTINA BAILEY 2015-10-15
001 2013-01-01 MARK HUMPHREYS BRUCE MYERS 2014-07-30
001 2012-01-01 MARK HUMPHREYS 2013-10-15 MARK HUMPHREYS 2013-10-15
001 2011-01-01 MARK HUMPHREYS 2012-10-15
001 2009-01-01 MARK HUMPHREYS
001 2009-01-01 MARK HUMPHREYS

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	NICOLE MANN	2022-10-17
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	CHRISTINA BAILEY
001	2016-01-01	CHRISTINA BAILEY
001	2015-01-01	MARK HUMPHREYS		CHRISTINA BAILEY	2016-10-17
001	2014-01-01	MARK HUMPHREYS		CHRISTINA BAILEY	2015-10-15
001	2013-01-01	MARK HUMPHREYS		BRUCE MYERS	2014-07-30
001	2012-01-01	MARK HUMPHREYS	2013-10-15	MARK HUMPHREYS	2013-10-15
001	2011-01-01	MARK HUMPHREYS	2012-10-15
001	2009-01-01	MARK HUMPHREYS
001	2009-01-01	MARK HUMPHREYS

Plan Statistics for HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN

401k plan membership statisitcs for HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN

Measure Date Value
2022: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 345
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 238
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 121
Total of all active and inactive participants 2022-01-01 360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 361
Number of participants with account balances 2022-01-01 351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 23
2021: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 323
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 215
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 124
Total of all active and inactive participants 2021-01-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 339
Number of participants with account balances 2021-01-01 330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 356
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 214
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 127
Total of all active and inactive participants 2020-01-01 341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 341
Number of participants with account balances 2020-01-01 325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 20
2019: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 370
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 245
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 106
Total of all active and inactive participants 2019-01-01 351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 351
Number of participants with account balances 2019-01-01 320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 28
2018: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 336
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 275
Number of other retired or separated participants entitled to future benefits 2018-01-01 84
Total of all active and inactive participants 2018-01-01 359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 359
Number of participants with account balances 2018-01-01 326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 14
2017: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 290
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 260
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 75
Total of all active and inactive participants 2017-01-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 335
Number of participants with account balances 2017-01-01 293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 14
2016: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 239
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 40
Total of all active and inactive participants 2016-01-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 280
Number of participants with account balances 2016-01-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 17
2015: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 240
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 12
Total of all active and inactive participants 2015-01-01 252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 252
Number of participants with account balances 2015-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 208
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 11
Total of all active and inactive participants 2014-01-01 219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 219
Number of participants with account balances 2014-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 148
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 157
Number of participants with account balances 2013-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2009: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 60
Number of retired or separated participants receiving benefits 2009-01-01 9
Number of other retired or separated participants entitled to future benefits 2009-01-01 51
Total of all active and inactive participants 2009-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 120
Number of participants with account balances 2009-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2022: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	345
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	238
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	121
Total of all active and inactive participants	2022-01-01	360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	361
Number of participants with account balances	2022-01-01	351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	23
2021: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	323
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	215
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	124
Total of all active and inactive participants	2021-01-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	339
Number of participants with account balances	2021-01-01	330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	356
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	214
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	127
Total of all active and inactive participants	2020-01-01	341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	341
Number of participants with account balances	2020-01-01	325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	20
2019: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	370
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	245
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	106
Total of all active and inactive participants	2019-01-01	351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	351
Number of participants with account balances	2019-01-01	320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	28
2018: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	336
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	275
Number of other retired or separated participants entitled to future benefits	2018-01-01	84
Total of all active and inactive participants	2018-01-01	359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	359
Number of participants with account balances	2018-01-01	326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	14
2017: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	290
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	260
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	75
Total of all active and inactive participants	2017-01-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	335
Number of participants with account balances	2017-01-01	293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	14
2016: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	239
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	40
Total of all active and inactive participants	2016-01-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	280
Number of participants with account balances	2016-01-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	17
2015: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	240
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	12
Total of all active and inactive participants	2015-01-01	252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	252
Number of participants with account balances	2015-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	208
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	11
Total of all active and inactive participants	2014-01-01	219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	219
Number of participants with account balances	2014-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	148
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	157
Number of participants with account balances	2013-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2009: HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	60
Number of retired or separated participants receiving benefits	2009-01-01	9
Number of other retired or separated participants entitled to future benefits	2009-01-01	51
Total of all active and inactive participants	2009-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	120
Number of participants with account balances	2009-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN

Measure	Date	Value
2022 : HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
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
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,127,419
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,681,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,642,440
Expenses. Certain deemed distributions of participant loans	2022-12-31	$14,458
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,288,853
Value of total assets at end of year	2022-12-31	$19,665,144
Value of total assets at beginning of year	2022-12-31	$22,474,290
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$24,829
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$16,233
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,053,472
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	$1,053,472
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,466,655
Participant contributions at end of year	2022-12-31	$106,798
Participant contributions at beginning of year	2022-12-31	$169,450
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$337,729
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-2,809,146
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$19,665,144
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$22,474,290
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
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$7,305
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$18,849,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$21,579,598
Interest on participant loans	2022-12-31	$7,006
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$9,227
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$708,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$725,242
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,485,977
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
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
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$484,469
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,642,440
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$17,524
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
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
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAKER TILLY
Accountancy firm EIN	2022-12-31	390859910
2021 : HUMPHREYS & PARTNERS ARCHITECTS 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	$4,266,738
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,944,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,908,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,517,644
Value of total assets at end of year	2021-12-31	$22,474,290
Value of total assets at beginning of year	2021-12-31	$20,152,266
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$35,956
Total interest from all sources	2021-12-31	$9,037
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,335,114
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	$1,335,114
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,316,543
Participant contributions at end of year	2021-12-31	$169,450
Participant contributions at beginning of year	2021-12-31	$168,642
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$462
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$5,208
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	$2,322,024
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$22,474,290
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$20,152,266
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
Investment advisory and management fees	2021-12-31	$35,956
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$21,579,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$19,216,663
Interest on participant loans	2021-12-31	$9,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$725,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$764,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,404,943
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	Yes
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	$195,893
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$1,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,908,758
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	Disclaimer
Accountancy firm name	2021-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2021-12-31	390859910
2020 : HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$4,295,061
Total of all expenses incurred	2020-12-31	$2,259,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,223,247
Expenses. Certain deemed distributions of participant loans	2020-12-31	$11,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,810,018
Value of total assets at end of year	2020-12-31	$20,152,266
Value of total assets at beginning of year	2020-12-31	$18,116,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$25,200
Total interest from all sources	2020-12-31	$19,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
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	$1,324,421
Participant contributions at end of year	2020-12-31	$168,642
Participant contributions at beginning of year	2020-12-31	$246,553
Participant contributions at end of year	2020-12-31	$462
Participant contributions at beginning of year	2020-12-31	$7,083
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$68,206
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,035,304
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$20,152,266
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$18,116,962
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
Investment advisory and management fees	2020-12-31	$25,200
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$19,216,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,457,826
Interest on participant loans	2020-12-31	$10,971
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$8,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$764,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$400,608
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,465,901
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	Yes
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	$417,391
Employer contributions (assets) at end of year	2020-12-31	$1,635
Employer contributions (assets) at beginning of year	2020-12-31	$4,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,223,247
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	BAKER TILLY US, LLP
Accountancy firm EIN	2020-12-31	390859910
2019 : HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$5,879,492
Total income from all sources (including contributions)	2019-12-31	$5,879,492
Total of all expenses incurred	2019-12-31	$1,380,750
Total of all expenses incurred	2019-12-31	$1,380,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,358,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,916,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,916,367
Value of total assets at end of year	2019-12-31	$18,116,962
Value of total assets at end of year	2019-12-31	$18,116,962
Value of total assets at beginning of year	2019-12-31	$13,618,220
Value of total assets at beginning of year	2019-12-31	$13,618,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$21,768
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$21,768
Total interest from all sources	2019-12-31	$14,412
Total interest from all sources	2019-12-31	$14,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
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
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,533,160
Contributions received from participants	2019-12-31	$1,533,160
Participant contributions at end of year	2019-12-31	$246,553
Participant contributions at end of year	2019-12-31	$246,553
Participant contributions at beginning of year	2019-12-31	$165,569
Participant contributions at beginning of year	2019-12-31	$165,569
Participant contributions at end of year	2019-12-31	$7,083
Participant contributions at end of year	2019-12-31	$7,083
Participant contributions at beginning of year	2019-12-31	$434
Participant contributions at beginning of year	2019-12-31	$434
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$506,293
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$506,293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$3,361
Other income not declared elsewhere	2019-12-31	$3,361
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
Income. Non cash contributions	2019-12-31	$0
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$4,498,742
Value of net income/loss	2019-12-31	$4,498,742
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$18,116,962
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,618,220
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,618,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$21,768
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,457,826
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,457,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,254,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,254,862
Interest on participant loans	2019-12-31	$10,544
Interest on participant loans	2019-12-31	$10,544
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$3,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$3,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$400,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$400,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$190,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$190,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,945,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,945,352
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	$876,914
Contributions received in cash from employer	2019-12-31	$876,914
Employer contributions (assets) at end of year	2019-12-31	$4,892
Employer contributions (assets) at end of year	2019-12-31	$4,892
Employer contributions (assets) at beginning of year	2019-12-31	$6,595
Employer contributions (assets) at beginning of year	2019-12-31	$6,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,358,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,358,982
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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	BAKER TILLY US, LLP
Accountancy firm name	2019-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2019-12-31	390859910
2018 : HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,752,803
Total of all expenses incurred	2018-12-31	$746,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$729,070
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,479,838
Value of total assets at end of year	2018-12-31	$13,618,220
Value of total assets at beginning of year	2018-12-31	$12,611,839
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$17,352
Total interest from all sources	2018-12-31	$8,585
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,370,552
Participant contributions at end of year	2018-12-31	$165,569
Participant contributions at beginning of year	2018-12-31	$155,974
Participant contributions at end of year	2018-12-31	$434
Participant contributions at beginning of year	2018-12-31	$37,312
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$274,939
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,006,381
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,618,220
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,611,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$13,254,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$12,124,449
Interest on participant loans	2018-12-31	$8,585
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$190,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$251,788
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-735,620
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	Yes
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	$834,347
Employer contributions (assets) at end of year	2018-12-31	$6,595
Employer contributions (assets) at beginning of year	2018-12-31	$42,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$729,070
Contract administrator fees	2018-12-31	$17,352
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2018-12-31	390859910
2017 : HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,821,762
Total of all expenses incurred	2017-12-31	$545,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$539,368
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,085,637
Value of total assets at end of year	2017-12-31	$12,611,839
Value of total assets at beginning of year	2017-12-31	$9,335,430
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,985
Total interest from all sources	2017-12-31	$5,564
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$0
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	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,181,375
Participant contributions at end of year	2017-12-31	$155,974
Participant contributions at beginning of year	2017-12-31	$25,575
Participant contributions at end of year	2017-12-31	$37,312
Participant contributions at beginning of year	2017-12-31	$81,190
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$216,020
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,276,409
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,611,839
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,335,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$12,124,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,666,811
Interest on participant loans	2017-12-31	$5,564
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$251,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$437,153
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,730,561
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	Yes
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	$688,242
Employer contributions (assets) at end of year	2017-12-31	$42,316
Employer contributions (assets) at beginning of year	2017-12-31	$124,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$539,368
Contract administrator fees	2017-12-31	$5,985
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	Yes
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	MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN	2017-12-31	752919818
2016 : HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,628,386
Total of all expenses incurred	2016-12-31	$742,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$740,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,012,449
Value of total assets at end of year	2016-12-31	$9,335,430
Value of total assets at beginning of year	2016-12-31	$7,449,584
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,195
Total interest from all sources	2016-12-31	$1,261
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	$1,119,599
Participant contributions at end of year	2016-12-31	$25,575
Participant contributions at beginning of year	2016-12-31	$32,978
Participant contributions at end of year	2016-12-31	$81,190
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$185,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,885,846
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,335,430
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,449,584
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 registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,666,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,232,612
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$1,261
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$437,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$183,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$614,676
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	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$707,421
Employer contributions (assets) at end of year	2016-12-31	$124,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$740,345
Contract administrator fees	2016-12-31	$2,195
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	MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN	2016-12-31	752919818
2015 : HUMPHREYS & PARTNERS ARCHITECTS 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	$1,360,035
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$246,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$241,719
Expenses. Certain deemed distributions of participant loans	2015-12-31	$2,270
Value of total corrective distributions	2015-12-31	$469
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,569,114
Value of total assets at end of year	2015-12-31	$7,449,584
Value of total assets at beginning of year	2015-12-31	$6,335,582
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,575
Total interest from all sources	2015-12-31	$3,060
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$383,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$383,717
Administrative expenses professional fees incurred	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
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	$894,722
Participant contributions at end of year	2015-12-31	$32,978
Participant contributions at beginning of year	2015-12-31	$53,734
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$219,608
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$125
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	$1,114,002
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,449,584
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,335,582
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
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,232,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,222,287
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$1,767
Interest earned on other investments	2015-12-31	$1,293
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$183,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$59,561
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-595,856
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$0
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
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$454,784
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$241,719
Contract administrator fees	2015-12-31	$1,450
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	HUSELTON, MORGAN & MAULTSBY
Accountancy firm EIN	2015-12-31	752409112
2014 : HUMPHREYS & PARTNERS ARCHITECTS 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	$1,410,295
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$212,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$210,309
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$344
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,070,195
Value of total assets at end of year	2014-12-31	$6,335,582
Value of total assets at beginning of year	2014-12-31	$5,137,690
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,750
Total interest from all sources	2014-12-31	$2,234
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$234,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$234,392
Administrative expenses professional fees incurred	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
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	$689,858
Participant contributions at end of year	2014-12-31	$53,734
Participant contributions at beginning of year	2014-12-31	$47,067
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$51,303
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,197,892
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,335,582
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,137,690
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
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$6,222,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,060,767
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$1,607
Interest earned on other investments	2014-12-31	$627
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$59,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$29,856
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$103,474
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$0
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
Assets. Invements in employer securities at end of year	2014-12-31	$0
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$329,034
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$210,309
Contract administrator fees	2014-12-31	$1,750
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	HUSELTON, MORGAN & MAULTSBY
Accountancy firm EIN	2014-12-31	752409112
2013 : HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,468,716
Expenses. Total of all expenses incurred	2013-12-31	$136,225
Benefits paid (including direct rollovers)	2013-12-31	$72,128
Total plan assets at end of year	2013-12-31	$5,137,690
Total plan assets at beginning of year	2013-12-31	$3,805,199
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$474,688
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$46,350
Other income received	2013-12-31	$678,185
Net income (gross income less expenses)	2013-12-31	$1,332,491
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,137,690
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,805,199
Assets. Value of participant loans	2013-12-31	$47,067
Total contributions received or receivable from employer(s)	2013-12-31	$269,493
Value of certain deemed distributions of participant loans	2013-12-31	$35,022
Value of corrective distributions	2013-12-31	$24,531
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,544
2010 : HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$267,544
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	$26,061
Total income from all sources (including contributions)	2010-12-31	$4,209
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$47,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$47,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$390,011
Value of total assets at end of year	2010-12-31	$3,678,682
Value of total assets at beginning of year	2010-12-31	$3,748,360
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$677
Total interest from all sources	2010-12-31	$797
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$47,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$47,582
Administrative expenses professional fees incurred	2010-12-31	$677
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	Yes
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	$390,011
Participant contributions at end of year	2010-12-31	$74,057
Participant contributions at beginning of year	2010-12-31	$75,332
Participant contributions at beginning of year	2010-12-31	$22,822
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$1,668
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$26,061
Liabilities. Value of operating payables at end of year	2010-12-31	$26,374
Total non interest bearing cash at end of year	2010-12-31	$1,272
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	$-43,617
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,678,682
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,722,299
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
Investment advisory and management fees	2010-12-31	$26,374
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,335,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,650,206
Interest on participant loans	2010-12-31	$785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$269,502
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$419,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$419,074
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$-434,181
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$47,149
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	Yes
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$2,147
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	MCBEE & CO.
Accountancy firm EIN	2010-12-31	030494890
2009 : HUMPHREYS & PARTNERS ARCHITECTS 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 HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502333-01

Policy instance

Insurance contract or identification number	502333-01
Number of Individuals Covered	18
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $1,440
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,440
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502333-01

Policy instance

Insurance contract or identification number	502333-01
Number of Individuals Covered	27
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $1,566
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,326
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502333-01

Policy instance

Insurance contract or identification number	502333-01
Number of Individuals Covered	21
Total amount of commissions paid to insurance broker	USD $1,672
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,672
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502333-01

Policy instance

Insurance contract or identification number	502333-01
Number of Individuals Covered	33
Total amount of commissions paid to insurance broker	USD $867
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $867
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502333-01

Policy instance

Insurance contract or identification number	502333-01
Number of Individuals Covered	38
Total amount of commissions paid to insurance broker	USD $461
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $461
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502333-01

Policy instance

Insurance contract or identification number	502333-01
Number of Individuals Covered	28
Total amount of commissions paid to insurance broker	USD $751
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $751
Insurance broker organization code?	3
Insurance broker name	DAVID TEST

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60927-1

Policy instance

Insurance contract or identification number	MR 60927-1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $2,077
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,077
Insurance broker organization code?	3
Insurance broker name	NORTHWESTERN MUTUAL INVESTMENT SERV

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60927

Policy instance

Insurance contract or identification number	MR 60927
Number of Individuals Covered	252
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $223
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,899
Insurance broker organization code?	3
Insurance broker name	NORTHWESTERN MUTUAL INVESTMENT SERV

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60927

Policy instance

Insurance contract or identification number	MR 60927
Number of Individuals Covered	219
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $94
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $94
Insurance broker organization code?	1
Insurance broker name	NORTHWESTERN MUTUAL INVESTMENT SERV

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60927

Policy instance

Insurance contract or identification number	MR 60927
Number of Individuals Covered	157
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $197
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $197
Insurance broker organization code?	1
Insurance broker name	NORTHWESTERN MUTUAL INVESTMENT SERV

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Company Name:	HUMPHREYS & PARTNERS ARCHITECTS, LP
Employer identification number (EIN):	752378544
NAIC Classification:	541310
NAIC Description:	Architectural Services