COMPETITIVE ENGR

3351 E HEMISPHERE LOOP
TUCSON, AZ 85706

Business Stats

Policy History

Term Carrier
2023

2022

2021

2020

2019

2018

2018

2017

2016

2015

2014

2014

2013

2012

2012

Contacts

Dbhkez Bawvt
(515) 727-7709
a 9c

8a
(625) 132-9684
8af6

Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 5,516,861 $ 5,663,435 $ 1,438,566 $ 911,345 $ 3,198,203 $ 5,249,574 $ 1,578,470 $ 2,780,651 $ 9,998,355 $ 8,120,151 $ 9,133,489 $ 4,076,506
Liabilities: $ 0 $ 7 $ 8 $ 47 $ 88 $ 5 $ 52 $ 8 $ 9 $ 23
EE Contrib: $ 306,658 $ 976 $ 844,410 $ 722,363 $ 4,077 $ 74,753 $ 670,489 $ 10,829 $ 63,777 $ 99,652 $ 66,578 $ 843,715
Emp Contrib: $ 259,911 $ 68,689 $ 525,903 $ 9 $ 75 $ 23 $ 352 $ 71
Income/Loss: $ 661,323 $ 6,990,610 $ 483,128($ 319,128) $ 261,919 $ 353,971 $ 60 $ 128,539 $ 453,028 $ 998,091($ 12,598) $ 332,321
Total Income: $ 1,227,892 $ 5,479,939 $ 4,550,437 $ 476,345 $ 185,071 $ 723,348 $ 512,801 $ 123,324 $ 85,667 $ 451,746 $ 9,104 $ 393,327
Paid Benefits: $ 1,650,476 $ 929,194 $ 46,375 $ 14,446 $ 231,767 $ 925,423 $ 494,286 $ 86,377 $ 37,336 $ 55,418 $ 776,503 $ 890,644
Expenses: $ 0 $ 4 $ 1 $ 821 $ 4 $ 4 $ 17 $ 54
  Commission: $ 4,578 $ 1,591 $ 8,000 $ 3,861 $ 928 $ 559 $ 548 $ 557 $ 2 $ 324 $ 490 $ 332
Net Income:($ 430,513) $ 6,999,728 $ 107,034 $ 23,140 $ 73,949($ 537,666)($ 8,683) $ 693,724 $ 398,783 $ 759,075($ 339,705)($ 77,483)
Net Assets: $ 5,086,348 $ 4,396,717 $ 1,163,416 $ 102,493 $ 4,153,412 $ 2,944,171 $ 8,493,867 $ 9,935,713 $ 3,937,215 $ 7,370,979 $ 6,495,514 $ 1,381,890

Participants

202120202019201820172016201520142013201220112010
Total Participants:1156270742012867821990175
Active Part.:10084645454120206d73a43d
Retired Part.:9aabd599d7342038b1725fe
Deceased Part.:1f141b7b40b3fd0a3c7cf00

Insurance

No Insurance Coverage

Providers

No Providers

Features

    2E - Profit-sharing

    2F - ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

    2G - 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.

    2J - 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.

    2K - Stock bonusCode 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 contributions 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.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

    2R - Participant-directed brokerage accounts provided as an investment option under the plan.