BERGEN & PARKINSON, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BERGEN & PARKINSON, LLC PENSION PLAN
Measure | Date | Value |
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2015: BERGEN & PARKINSON, LLC PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 46 |
Number of participants with account balances | 2015-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BERGEN & PARKINSON, LLC PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 41 |
Number of participants with account balances | 2014-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BERGEN & PARKINSON, LLC PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 39 |
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 | 2 |
Total of all active and inactive participants | 2013-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 41 |
Number of participants with account balances | 2013-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BERGEN & PARKINSON, LLC PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 43 |
Number of participants with account balances | 2012-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BERGEN & PARKINSON, LLC PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 39 |
Number of participants with account balances | 2011-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: BERGEN & PARKINSON, LLC PENSION PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 34 |
Number of participants with account balances | 2010-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: BERGEN & PARKINSON, LLC PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 33 |
Number of participants with account balances | 2009-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2015 : BERGEN & PARKINSON, LLC PENSION PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $39,601 |
Expenses. Total of all expenses incurred | 2015-12-31 | $91,181 |
Benefits paid (including direct rollovers) | 2015-12-31 | $86,909 |
Total plan assets at end of year | 2015-12-31 | $389,500 |
Total plan assets at beginning of year | 2015-12-31 | $441,080 |
Value of fidelity bond covering the plan | 2015-12-31 | $20,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $18 |
Other income received | 2015-12-31 | $-3,163 |
Net income (gross income less expenses) | 2015-12-31 | $-51,580 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $389,500 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $441,080 |
Assets. Value of participant loans | 2015-12-31 | $1,512 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $42,764 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $4,254 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : BERGEN & PARKINSON, LLC PENSION PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $63,927 |
Expenses. Total of all expenses incurred | 2014-12-31 | $16,679 |
Benefits paid (including direct rollovers) | 2014-12-31 | $16,581 |
Total plan assets at end of year | 2014-12-31 | $441,080 |
Total plan assets at beginning of year | 2014-12-31 | $393,832 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $98 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $25,009 |
Net income (gross income less expenses) | 2014-12-31 | $47,248 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $441,080 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $393,832 |
Assets. Value of participant loans | 2014-12-31 | $5,513 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $38,918 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
2013 : BERGEN & PARKINSON, LLC PENSION PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $93,006 |
Expenses. Total of all expenses incurred | 2013-12-31 | $28,803 |
Benefits paid (including direct rollovers) | 2013-12-31 | $28,722 |
Total plan assets at end of year | 2013-12-31 | $393,832 |
Total plan assets at beginning of year | 2013-12-31 | $329,629 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $81 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $52,354 |
Net income (gross income less expenses) | 2013-12-31 | $64,203 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $393,832 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $329,629 |
Assets. Value of participant loans | 2013-12-31 | $4,030 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $40,652 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
2012 : BERGEN & PARKINSON, LLC PENSION PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $73,004 |
Expenses. Total of all expenses incurred | 2012-12-31 | $5,066 |
Benefits paid (including direct rollovers) | 2012-12-31 | $4,998 |
Total plan assets at end of year | 2012-12-31 | $329,629 |
Total plan assets at beginning of year | 2012-12-31 | $261,691 |
Value of fidelity bond covering the plan | 2012-12-31 | $20,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $68 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $30,183 |
Net income (gross income less expenses) | 2012-12-31 | $67,938 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $329,629 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $261,691 |
Assets. Value of participant loans | 2012-12-31 | $3,528 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $42,821 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
2011 : BERGEN & PARKINSON, LLC PENSION PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $33,253 |
Expenses. Total of all expenses incurred | 2011-12-31 | $18,178 |
Benefits paid (including direct rollovers) | 2011-12-31 | $18,119 |
Total plan assets at end of year | 2011-12-31 | $261,691 |
Total plan assets at beginning of year | 2011-12-31 | $246,616 |
Value of fidelity bond covering the plan | 2011-12-31 | $70,000 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $59 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $1,748 |
Net income (gross income less expenses) | 2011-12-31 | $15,075 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $261,691 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $246,616 |
Assets. Value of participant loans | 2011-12-31 | $2,147 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $31,505 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
2010 : BERGEN & PARKINSON, LLC PENSION PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $53,033 |
Expenses. Total of all expenses incurred | 2010-12-31 | $12,808 |
Benefits paid (including direct rollovers) | 2010-12-31 | $12,757 |
Total plan assets at end of year | 2010-12-31 | $246,616 |
Total plan assets at beginning of year | 2010-12-31 | $206,392 |
Value of fidelity bond covering the plan | 2010-12-31 | $65,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $51 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $23,106 |
Net income (gross income less expenses) | 2010-12-31 | $40,225 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $246,616 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $206,392 |
Assets. Value of participant loans | 2010-12-31 | $2,070 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $29,927 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
2009 : BERGEN & PARKINSON, LLC PENSION PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
2015: BERGEN & PARKINSON, LLC PENSION PLAN 2015 form 5500 responses |
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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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BERGEN & PARKINSON, LLC PENSION PLAN 2014 form 5500 responses |
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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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BERGEN & PARKINSON, LLC PENSION PLAN 2013 form 5500 responses |
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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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BERGEN & PARKINSON, LLC PENSION PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BERGEN & PARKINSON, LLC PENSION PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BERGEN & PARKINSON, LLC PENSION PLAN 2010 form 5500 responses |
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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 – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BERGEN & PARKINSON, LLC PENSION PLAN 2009 form 5500 responses |
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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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |