Plan Name | ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ROBERT BUSSE & CO., INC. |
Employer identification number (EIN): | 112039831 |
NAIC Classification: | 339110 |
Additional information about ROBERT BUSSE & CO., INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1964-10-22 |
Company Identification Number: | 180768 |
Legal Registered Office Address: |
75 ARKAY DRIVE Nassau HAUPPAUGE United States of America (USA) 11788 |
More information about ROBERT BUSSE & CO., INC.
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 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | DONNA LOVELESS | |||
001 | 2016-01-01 | DONNA LOVELESS | |||
001 | 2015-01-01 | DONNA LOVELESS | |||
001 | 2014-01-01 | DONNA LOVELESS | |||
001 | 2013-01-01 | DONNA LOVELESS | |||
001 | 2012-01-01 | MICHELE JOYCE | |||
001 | 2011-01-01 | RAY OHARA | |||
001 | 2009-01-01 | RAYMOND O'HARA |
Measure | Date | Value |
---|---|---|
2023: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 265 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 247 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 22 |
Total of all active and inactive participants | 2023-01-01 | 269 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 269 |
Number of participants with account balances | 2023-01-01 | 107 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 255 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 232 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 25 |
Total of all active and inactive participants | 2022-01-01 | 257 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 257 |
Number of participants with account balances | 2022-01-01 | 113 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 262 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 222 |
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 | 23 |
Total of all active and inactive participants | 2021-01-01 | 245 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 245 |
Number of participants with account balances | 2021-01-01 | 116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 274 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 232 |
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 | 20 |
Total of all active and inactive participants | 2020-01-01 | 252 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 252 |
Number of participants with account balances | 2020-01-01 | 123 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 322 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 251 |
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 | 21 |
Total of all active and inactive participants | 2019-01-01 | 272 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 272 |
Number of participants with account balances | 2019-01-01 | 128 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 305 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 261 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 57 |
Total of all active and inactive participants | 2018-01-01 | 318 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 318 |
Number of participants with account balances | 2018-01-01 | 168 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 303 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 229 |
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 | 52 |
Total of all active and inactive participants | 2017-01-01 | 281 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 281 |
Number of participants with account balances | 2017-01-01 | 160 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 306 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 250 |
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 | 46 |
Total of all active and inactive participants | 2016-01-01 | 296 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 296 |
Number of participants with account balances | 2016-01-01 | 149 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 313 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 257 |
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 | 41 |
Total of all active and inactive participants | 2015-01-01 | 298 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 298 |
Number of participants with account balances | 2015-01-01 | 143 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 309 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 265 |
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 | 41 |
Total of all active and inactive participants | 2014-01-01 | 306 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 306 |
Number of participants with account balances | 2014-01-01 | 149 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 296 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 258 |
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 | 44 |
Total of all active and inactive participants | 2013-01-01 | 302 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 302 |
Number of participants with account balances | 2013-01-01 | 144 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 302 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 253 |
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 | 43 |
Total of all active and inactive participants | 2012-01-01 | 296 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 296 |
Number of participants with account balances | 2012-01-01 | 150 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 301 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 265 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 37 |
Total of all active and inactive participants | 2011-01-01 | 302 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 302 |
Number of participants with account balances | 2011-01-01 | 158 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 281 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 258 |
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 | 41 |
Total of all active and inactive participants | 2009-01-01 | 299 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 299 |
Number of participants with account balances | 2009-01-01 | 130 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total transfer of assets to this plan | 2023-12-31 | $0 |
Total transfer of assets from this plan | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $1,290,764 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $992,625 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $956,315 |
Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $3,706 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $357,626 |
Value of total assets at end of year | 2023-12-31 | $5,773,283 |
Value of total assets at beginning of year | 2023-12-31 | $5,475,144 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $32,604 |
Total interest from all sources | 2023-12-31 | $11,622 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $135,516 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $135,516 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $357,626 |
Participant contributions at end of year | 2023-12-31 | $192,678 |
Participant contributions at beginning of year | 2023-12-31 | $163,264 |
Other income not declared elsewhere | 2023-12-31 | $1 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $298,139 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $5,773,283 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,475,144 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $5,580,605 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $5,311,880 |
Interest on participant loans | 2023-12-31 | $11,622 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $785,999 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $956,315 |
Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | MARCUM LLP |
Accountancy firm EIN | 2023-12-31 | 111986323 |
2022 : ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-647,935 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $224,875 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $189,641 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $88 |
Value of total corrective distributions | 2022-12-31 | $2,959 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $383,369 |
Value of total assets at end of year | 2022-12-31 | $5,475,144 |
Value of total assets at beginning of year | 2022-12-31 | $6,347,954 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $32,187 |
Total interest from all sources | 2022-12-31 | $8,152 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $107,966 |
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 | $107,966 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $383,369 |
Participant contributions at end of year | 2022-12-31 | $163,264 |
Participant contributions at beginning of year | 2022-12-31 | $121,222 |
Other income not declared elsewhere | 2022-12-31 | $1 |
Administrative expenses (other) incurred | 2022-12-31 | $32,187 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-872,810 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,475,144 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,347,954 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,311,880 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,226,732 |
Interest on participant loans | 2022-12-31 | $8,152 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,147,423 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $189,641 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MARCUM LLP |
Accountancy firm EIN | 2022-12-31 | 111986323 |
2021 : ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 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 | $1,136,785 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $185,245 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $149,227 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $84 |
Value of total corrective distributions | 2021-12-31 | $4,147 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $380,243 |
Value of total assets at end of year | 2021-12-31 | $6,347,954 |
Value of total assets at beginning of year | 2021-12-31 | $5,396,414 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $31,787 |
Total interest from all sources | 2021-12-31 | $7,877 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $172,068 |
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 | $172,068 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $380,243 |
Participant contributions at end of year | 2021-12-31 | $121,222 |
Participant contributions at beginning of year | 2021-12-31 | $138,143 |
Administrative expenses (other) incurred | 2021-12-31 | $31,787 |
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 | $951,540 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,347,954 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,396,414 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,226,732 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,258,271 |
Interest on participant loans | 2021-12-31 | $7,877 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $576,597 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $149,227 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MARCUM LLP |
Accountancy firm EIN | 2021-12-31 | 111986323 |
2020 : ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $986,112 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $242,393 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $211,777 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $80 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $302,110 |
Value of total assets at end of year | 2020-12-31 | $5,396,414 |
Value of total assets at beginning of year | 2020-12-31 | $4,652,695 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $30,536 |
Total interest from all sources | 2020-12-31 | $8,298 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $121,094 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $121,094 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $466,000 |
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 | $302,110 |
Participant contributions at end of year | 2020-12-31 | $138,143 |
Participant contributions at beginning of year | 2020-12-31 | $96,951 |
Participant contributions at beginning of year | 2020-12-31 | $5,381 |
Other income not declared elsewhere | 2020-12-31 | $3,448 |
Administrative expenses (other) incurred | 2020-12-31 | $30,536 |
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 | $743,719 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,396,414 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,652,695 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $5,258,271 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,548,099 |
Interest on participant loans | 2020-12-31 | $8,298 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $551,162 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Employer contributions (assets) at beginning of year | 2020-12-31 | $2,264 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $211,777 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | MARCUM LLP |
Accountancy firm EIN | 2020-12-31 | 111986323 |
2019 : ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,093,479 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $102,989 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $65,037 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $1,596 |
Value of total corrective distributions | 2019-12-31 | $2,805 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $298,253 |
Value of total assets at end of year | 2019-12-31 | $4,652,695 |
Value of total assets at beginning of year | 2019-12-31 | $3,662,205 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $33,551 |
Total interest from all sources | 2019-12-31 | $6,290 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $90,689 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $90,689 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $367,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $295,989 |
Participant contributions at end of year | 2019-12-31 | $96,951 |
Participant contributions at beginning of year | 2019-12-31 | $114,369 |
Participant contributions at end of year | 2019-12-31 | $5,381 |
Participant contributions at beginning of year | 2019-12-31 | $5,663 |
Administrative expenses (other) incurred | 2019-12-31 | $33,551 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $990,490 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,652,695 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,662,205 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,548,099 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,542,173 |
Interest on participant loans | 2019-12-31 | $6,290 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $698,247 |
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 | $2,264 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,264 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $65,037 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MARCUM LLP |
Accountancy firm EIN | 2019-12-31 | 111986323 |
2018 : ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $198,229 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $208,890 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $179,064 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $87 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $359,395 |
Value of total assets at end of year | 2018-12-31 | $3,662,205 |
Value of total assets at beginning of year | 2018-12-31 | $3,672,866 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $29,739 |
Total interest from all sources | 2018-12-31 | $5,297 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $85,898 |
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 | $85,898 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $368,000 |
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 | $318,273 |
Participant contributions at end of year | 2018-12-31 | $114,369 |
Participant contributions at beginning of year | 2018-12-31 | $92,839 |
Participant contributions at end of year | 2018-12-31 | $5,663 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $41,122 |
Administrative expenses (other) incurred | 2018-12-31 | $29,739 |
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 | $-10,661 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,662,205 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,672,866 |
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 | $3,542,173 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,580,027 |
Interest on participant loans | 2018-12-31 | $5,297 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-252,361 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $179,064 |
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 | MARCUM LLP |
Accountancy firm EIN | 2018-12-31 | 111986323 |
2017 : ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $697,567 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $27,800 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $14,697 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $725 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $267,590 |
Value of total assets at end of year | 2017-12-31 | $3,672,866 |
Value of total assets at beginning of year | 2017-12-31 | $3,003,099 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $12,378 |
Total interest from all sources | 2017-12-31 | $5,350 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $56,598 |
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 | $56,598 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $301,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $267,590 |
Participant contributions at end of year | 2017-12-31 | $92,839 |
Participant contributions at beginning of year | 2017-12-31 | $112,098 |
Administrative expenses (other) incurred | 2017-12-31 | $12,378 |
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 | $669,767 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,672,866 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,003,099 |
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 | $3,580,027 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,394,477 |
Interest on participant loans | 2017-12-31 | $5,275 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $274,612 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $221,912 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $221,912 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $75 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $345,424 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $22,605 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $14,697 |
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 | MARCUM LLP |
Accountancy firm EIN | 2017-12-31 | 111986323 |
2016 : ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $465,551 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $312,281 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $310,180 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $126 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $256,299 |
Value of total assets at end of year | 2016-12-31 | $3,003,099 |
Value of total assets at beginning of year | 2016-12-31 | $2,849,829 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,975 |
Total interest from all sources | 2016-12-31 | $6,714 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $71,084 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $71,084 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $285,000 |
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 | $256,299 |
Participant contributions at end of year | 2016-12-31 | $112,098 |
Participant contributions at beginning of year | 2016-12-31 | $144,988 |
Other income not declared elsewhere | 2016-12-31 | $11 |
Administrative expenses (other) incurred | 2016-12-31 | $1,975 |
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 | $153,270 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,003,099 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,849,829 |
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 | $2,394,477 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,156,418 |
Interest on participant loans | 2016-12-31 | $6,714 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $274,612 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $231,214 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $221,912 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $317,209 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $317,209 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $115,107 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $16,336 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $310,180 |
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 | MARCUM LLP |
Accountancy firm EIN | 2016-12-31 | 111986323 |
2015 : ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 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 | $189,321 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $338,082 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $322,280 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $10,208 |
Value of total corrective distributions | 2015-12-31 | $3,019 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $238,065 |
Value of total assets at end of year | 2015-12-31 | $2,849,829 |
Value of total assets at beginning of year | 2015-12-31 | $2,998,590 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,575 |
Total interest from all sources | 2015-12-31 | $7,773 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $112,342 |
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 | $112,342 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $300,000 |
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 | $237,378 |
Participant contributions at end of year | 2015-12-31 | $144,988 |
Participant contributions at beginning of year | 2015-12-31 | $154,859 |
Participant contributions at beginning of year | 2015-12-31 | $4,880 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $687 |
Administrative expenses (other) incurred | 2015-12-31 | $2,575 |
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 | $-148,761 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,849,829 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,998,590 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,156,418 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,295,453 |
Interest on participant loans | 2015-12-31 | $7,773 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $231,214 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $377,984 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $317,209 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $165,414 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $165,414 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-169,908 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $1,049 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $322,280 |
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 | MARCUM LLP |
Accountancy firm EIN | 2015-12-31 | 111986323 |
2014 : ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 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 | $1,644 |
Total income from all sources (including contributions) | 2014-12-31 | $369,344 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $405,058 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $400,884 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $1,673 |
Value of total corrective distributions | 2014-12-31 | $1 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $248,599 |
Value of total assets at end of year | 2014-12-31 | $2,998,590 |
Value of total assets at beginning of year | 2014-12-31 | $3,035,948 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,500 |
Total interest from all sources | 2014-12-31 | $5,667 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $123,393 |
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 | $123,393 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $304,000 |
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 | $248,599 |
Participant contributions at end of year | 2014-12-31 | $154,859 |
Participant contributions at beginning of year | 2014-12-31 | $84,579 |
Participant contributions at end of year | 2014-12-31 | $4,880 |
Participant contributions at beginning of year | 2014-12-31 | $4,313 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $1,644 |
Administrative expenses (other) incurred | 2014-12-31 | $2,500 |
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 | $-35,714 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,998,590 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,034,304 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,295,453 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,159,385 |
Interest on participant loans | 2014-12-31 | $5,667 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $377,984 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $347,053 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $165,414 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $440,618 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $440,618 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-38,439 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $30,124 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $400,884 |
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 | MARCUM LLP |
Accountancy firm EIN | 2014-12-31 | 111986323 |
2013 : ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,644 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $569,693 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $130,713 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $123,812 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $4,501 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $264,252 |
Value of total assets at end of year | 2013-12-31 | $3,035,948 |
Value of total assets at beginning of year | 2013-12-31 | $2,595,324 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,400 |
Total interest from all sources | 2013-12-31 | $3,906 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $85,570 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $85,570 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $260,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $246,995 |
Participant contributions at end of year | 2013-12-31 | $84,579 |
Participant contributions at beginning of year | 2013-12-31 | $81,918 |
Participant contributions at end of year | 2013-12-31 | $4,313 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $17,257 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $1,644 |
Administrative expenses (other) incurred | 2013-12-31 | $2,400 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $438,980 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,034,304 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,595,324 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,159,385 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,991,488 |
Interest on participant loans | 2013-12-31 | $3,906 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $347,053 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $326,836 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $440,618 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $195,082 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $195,082 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $168,924 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $47,041 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $123,812 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MARCUM LLP |
Accountancy firm EIN | 2013-12-31 | 111986323 |
2012 : ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $775,261 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $288,565 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $284,847 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $1,943 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $533,921 |
Value of total assets at end of year | 2012-12-31 | $2,595,324 |
Value of total assets at beginning of year | 2012-12-31 | $2,108,628 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,775 |
Total interest from all sources | 2012-12-31 | $5,222 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $69,917 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $69,917 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $211,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $249,634 |
Participant contributions at end of year | 2012-12-31 | $81,918 |
Participant contributions at beginning of year | 2012-12-31 | $157,161 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $284,287 |
Administrative expenses (other) incurred | 2012-12-31 | $1,775 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $486,696 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,595,324 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,108,628 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,991,488 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,519,153 |
Interest on participant loans | 2012-12-31 | $5,222 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $326,836 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $249,415 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $195,082 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $182,899 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $182,899 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $136,068 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $30,133 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $284,847 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MARCUM LLP |
Accountancy firm EIN | 2012-12-31 | 111986323 |
2011 : ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $1,414,603 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $276,777 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $76,697 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $68,183 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $5,615 |
Value of total corrective distributions | 2011-12-31 | $1,215 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $247,117 |
Value of total assets at end of year | 2011-12-31 | $2,108,628 |
Value of total assets at beginning of year | 2011-12-31 | $3,323,151 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,684 |
Total interest from all sources | 2011-12-31 | $5,019 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $51,771 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $51,771 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $3,944 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $333,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $247,117 |
Participant contributions at end of year | 2011-12-31 | $157,161 |
Participant contributions at beginning of year | 2011-12-31 | $112,771 |
Administrative expenses (other) incurred | 2011-12-31 | $1,684 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $200,080 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,108,628 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,323,151 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,519,153 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,221,215 |
Interest on participant loans | 2011-12-31 | $4,951 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $249,415 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $391,811 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $182,899 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $14,695 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $14,695 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $68 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-25,455 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-1,675 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $68,183 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $206,048 |
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 | 2011-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $372,667 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MARCUM LLP |
Accountancy firm EIN | 2011-12-31 | 111986323 |
2010 : ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $51,229 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $51,229 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $562,501 |
Total loss/gain on sale of assets | 2010-12-31 | $-2,886 |
Total of all expenses incurred | 2010-12-31 | $110,077 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $85,277 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $172,280 |
Value of total assets at end of year | 2010-12-31 | $3,323,151 |
Value of total assets at beginning of year | 2010-12-31 | $2,870,727 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $24,800 |
Total interest from all sources | 2010-12-31 | $18,128 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $98,856 |
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 | $5,234 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $3,944 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $172,280 |
Participant contributions at end of year | 2010-12-31 | $112,771 |
Participant contributions at beginning of year | 2010-12-31 | $103,253 |
Participant contributions at beginning of year | 2010-12-31 | $5,849 |
Other income not declared elsewhere | 2010-12-31 | $2,358 |
Administrative expenses (other) incurred | 2010-12-31 | $15,063 |
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 | $452,424 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,323,151 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,870,727 |
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 | $9,737 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,221,215 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,739,535 |
Interest on participant loans | 2010-12-31 | $5,243 |
Income. Interest from corporate debt instruments | 2010-12-31 | $12,873 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $391,811 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $14,695 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $22,090 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $22,090 |
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 | $214,756 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $7,780 |
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 |
Income. Dividends from preferred stock | 2010-12-31 | $236 |
Income. Dividends from common stock | 2010-12-31 | $93,386 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $85,277 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $206,048 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $372,667 |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $568,652 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $571,538 |
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 | MARCUM LLP |
Accountancy firm EIN | 2010-12-31 | 112039831 |
2009 : ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING 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 |
2023: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING 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 – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | Yes |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING 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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING 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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
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 |
2009: ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |