401k Plan data: MURRAY DUNCAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST plan

MURRAY DUNCAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	MURRAY DUNCAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

MURRAY DUNCAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MURRAY DUNCAN ARCHITECTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: MURRAY DUNCAN ARCHITECTS, INC.

Employer identification number (EIN): 770310844

NAIC Classification: 541310
NAIC Description: Architectural Services

Additional information about MURRAY DUNCAN ARCHITECTS, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1992-06-01

Company Identification Number: C1822256

Legal Registered Office Address: 150 Castilian Dr Ste 201

Goleta
United States of America (USA)
93117

More information about MURRAY DUNCAN ARCHITECTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MURRAY DUNCAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01 MURRAY DUNCAN 2021-08-26
001 2019-01-01 MURRAY DUNCAN 2020-10-15
001 2018-01-01 MURRAY DUNCAN 2019-07-30
001 2017-01-01 MURRAY DUNCAN 2018-10-11
001 2016-01-01 MURRAY DUNCAN 2017-08-31
001 2015-01-01 MURRAY DUNCAN 2016-07-12
001 2014-01-01 MURRAY DUNCAN 2015-05-19
001 2013-01-01 MURRAY DUNCAN 2014-06-06
001 2012-01-01 MURRAY DUNCAN 2013-05-30
001 2011-01-01 MARCIA PEPPER 2012-07-23
001 2010-01-01 MARCIA PEPPER
001 2009-01-01 MARCIA PEPPER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01	MURRAY DUNCAN	2021-08-26
001	2019-01-01	MURRAY DUNCAN	2020-10-15
001	2018-01-01	MURRAY DUNCAN	2019-07-30
001	2017-01-01	MURRAY DUNCAN	2018-10-11
001	2016-01-01	MURRAY DUNCAN	2017-08-31
001	2015-01-01	MURRAY DUNCAN	2016-07-12
001	2014-01-01	MURRAY DUNCAN	2015-05-19
001	2013-01-01	MURRAY DUNCAN	2014-06-06
001	2012-01-01	MURRAY DUNCAN	2013-05-30
001	2011-01-01	MARCIA PEPPER	2012-07-23
001	2010-01-01	MARCIA PEPPER
001	2009-01-01	MARCIA PEPPER

Plan Statistics for MURRAY DUNCAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for MURRAY DUNCAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2010: MURRAY DUNCAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 10
Total of all active and inactive participants 2010-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 15
Number of participants with account balances 2010-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MURRAY DUNCAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 15
Number of participants with account balances 2009-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2010: MURRAY DUNCAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	10
Total of all active and inactive participants	2010-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	15
Number of participants with account balances	2010-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MURRAY DUNCAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	15
Number of participants with account balances	2009-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MURRAY DUNCAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2010 : MURRAY DUNCAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$35,122
Expenses. Total of all expenses incurred	2010-12-31	$1,400
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$321,980
Total plan assets at beginning of year	2010-12-31	$288,258
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$35,122
Net income (gross income less expenses)	2010-12-31	$33,722
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$321,980
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$288,258
Assets. Value of participant loans	2010-12-31	$34,471
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,400

Form 5500 Responses for MURRAY DUNCAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST

2010: MURRAY DUNCAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: MURRAY DUNCAN ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

933908

Policy instance

Insurance contract or identification number	933908
Number of Individuals Covered	14
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $646
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $646
Insurance broker organization code?	4
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

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Company Name:	MURRAY DUNCAN ARCHITECTS, INC.
Employer identification number (EIN):	770310844
NAIC Classification:	541310
NAIC Description:	Architectural Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1992-06-01
Company Identification Number:	C1822256
Legal Registered Office Address:	150 Castilian Dr Ste 201 Goleta United States of America (USA) 93117