JOHN W. BRISTOL & CO. INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN
401k plan membership statisitcs for JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN
Measure | Date | Value |
---|
2023: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2023 401k membership |
---|
Total participants, beginning-of-year | 2023-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 10 |
Total of all active and inactive participants | 2023-01-01 | 32 |
Total participants | 2023-01-01 | 32 |
Number of participants with account balances | 2023-01-01 | 32 |
2022: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 10 |
Total of all active and inactive participants | 2022-01-01 | 33 |
Total participants | 2022-01-01 | 33 |
Number of participants with account balances | 2022-01-01 | 33 |
2021: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 10 |
Total of all active and inactive participants | 2021-01-01 | 32 |
Total participants | 2021-01-01 | 32 |
Number of participants with account balances | 2021-01-01 | 32 |
2020: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 10 |
Total of all active and inactive participants | 2020-01-01 | 32 |
Total participants | 2020-01-01 | 32 |
Number of participants with account balances | 2020-01-01 | 32 |
2019: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 8 |
Total of all active and inactive participants | 2019-01-01 | 29 |
Total participants | 2019-01-01 | 29 |
Number of participants with account balances | 2019-01-01 | 29 |
2018: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 12 |
Total of all active and inactive participants | 2018-01-01 | 30 |
Total participants | 2018-01-01 | 30 |
2017: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 9 |
Total of all active and inactive participants | 2017-01-01 | 27 |
Total participants | 2017-01-01 | 27 |
Number of participants with account balances | 2017-01-01 | 27 |
2016: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 4 |
Total of all active and inactive participants | 2016-01-01 | 26 |
Total participants | 2016-01-01 | 26 |
Number of participants with account balances | 2016-01-01 | 26 |
2015: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 4 |
Total of all active and inactive participants | 2015-01-01 | 26 |
Total participants | 2015-01-01 | 26 |
Number of participants with account balances | 2015-01-01 | 26 |
2014: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 26 |
Total participants | 2014-01-01 | 26 |
Number of participants with account balances | 2014-01-01 | 26 |
2013: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 26 |
Total participants | 2013-01-01 | 26 |
Number of participants with account balances | 2013-01-01 | 26 |
2012: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 24 |
Total participants | 2012-01-01 | 24 |
Number of participants with account balances | 2012-01-01 | 26 |
2011: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 24 |
Total participants | 2011-01-01 | 24 |
Number of participants with account balances | 2011-01-01 | 24 |
2009: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 23 |
Total participants | 2009-01-01 | 23 |
Number of participants with account balances | 2009-01-01 | 24 |
Measure | Date | Value |
---|
2023 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2023 401k financial data |
---|
Total plan liabilities at end of year | 2023-12-31 | $60,000 |
Total income from all sources | 2023-12-31 | $25,442,967 |
Expenses. Total of all expenses incurred | 2023-12-31 | $3,983,467 |
Benefits paid (including direct rollovers) | 2023-12-31 | $3,953,699 |
Total plan assets at end of year | 2023-12-31 | $102,044,597 |
Total plan assets at beginning of year | 2023-12-31 | $80,525,097 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $29,768 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $532,726 |
Other income received | 2023-12-31 | $24,400,559 |
Net income (gross income less expenses) | 2023-12-31 | $21,459,500 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $101,984,597 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $80,525,097 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $509,682 |
2022 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2022 401k financial data |
---|
Total income from all sources | 2022-12-31 | $-6,170,729 |
Expenses. Total of all expenses incurred | 2022-12-31 | $3,128,241 |
Benefits paid (including direct rollovers) | 2022-12-31 | $3,100,978 |
Total plan assets at end of year | 2022-12-31 | $80,525,097 |
Total plan assets at beginning of year | 2022-12-31 | $89,824,067 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $27,263 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $9,802,783 |
Other income received | 2022-12-31 | $-16,926,643 |
Net income (gross income less expenses) | 2022-12-31 | $-9,298,970 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $80,525,097 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $89,824,067 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $953,131 |
2021 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2021 401k financial data |
---|
Total income from all sources | 2021-12-31 | $15,503,084 |
Expenses. Total of all expenses incurred | 2021-12-31 | $4,789,354 |
Benefits paid (including direct rollovers) | 2021-12-31 | $4,770,168 |
Total plan assets at end of year | 2021-12-31 | $89,824,067 |
Total plan assets at beginning of year | 2021-12-31 | $79,110,337 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $19,186 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $34,440 |
Other income received | 2021-12-31 | $14,584,294 |
Net income (gross income less expenses) | 2021-12-31 | $10,713,730 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $89,824,067 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $79,110,337 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $884,350 |
2020 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2020 401k financial data |
---|
Total income from all sources | 2020-12-31 | $15,147,781 |
Expenses. Total of all expenses incurred | 2020-12-31 | $2,029,404 |
Benefits paid (including direct rollovers) | 2020-12-31 | $2,010,000 |
Total plan assets at end of year | 2020-12-31 | $79,110,337 |
Total plan assets at beginning of year | 2020-12-31 | $65,991,960 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $19,404 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $310,430 |
Other income received | 2020-12-31 | $13,971,551 |
Net income (gross income less expenses) | 2020-12-31 | $13,118,377 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $79,110,337 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $65,991,960 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $865,800 |
2019 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2019 401k financial data |
---|
Total income from all sources | 2019-12-31 | $15,844,977 |
Expenses. Total of all expenses incurred | 2019-12-31 | $2,357,302 |
Benefits paid (including direct rollovers) | 2019-12-31 | $2,335,697 |
Total plan assets at end of year | 2019-12-31 | $65,991,960 |
Total plan assets at beginning of year | 2019-12-31 | $52,504,285 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $21,605 |
Other income received | 2019-12-31 | $15,134,555 |
Net income (gross income less expenses) | 2019-12-31 | $13,487,675 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $65,991,960 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $52,504,285 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $710,422 |
2018 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2018 401k financial data |
---|
Total income from all sources | 2018-12-31 | $1,656,918 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,591,564 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,567,316 |
Total plan assets at end of year | 2018-12-31 | $52,504,285 |
Total plan assets at beginning of year | 2018-12-31 | $52,438,931 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $24,248 |
Other income received | 2018-12-31 | $894,249 |
Net income (gross income less expenses) | 2018-12-31 | $65,354 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $52,504,285 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $52,438,931 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $762,669 |
2017 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $10,728,082 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,745,068 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,726,043 |
Total plan assets at end of year | 2017-12-31 | $52,438,931 |
Total plan assets at beginning of year | 2017-12-31 | $43,455,917 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $19,025 |
Other income received | 2017-12-31 | $9,996,718 |
Net income (gross income less expenses) | 2017-12-31 | $8,983,014 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $52,438,931 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $43,455,917 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $731,364 |
2016 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $4,589,768 |
Expenses. Total of all expenses incurred | 2016-12-31 | $982,438 |
Benefits paid (including direct rollovers) | 2016-12-31 | $970,747 |
Total plan assets at end of year | 2016-12-31 | $43,455,917 |
Total plan assets at beginning of year | 2016-12-31 | $39,848,587 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $11,691 |
Other income received | 2016-12-31 | $3,768,035 |
Net income (gross income less expenses) | 2016-12-31 | $3,607,330 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $43,455,917 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $39,848,587 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $821,733 |
2015 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $822,071 |
Expenses. Total of all expenses incurred | 2015-12-31 | $2,825,580 |
Benefits paid (including direct rollovers) | 2015-12-31 | $2,807,253 |
Total plan assets at end of year | 2015-12-31 | $39,848,587 |
Total plan assets at beginning of year | 2015-12-31 | $41,852,096 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,850,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $18,327 |
Other income received | 2015-12-31 | $-39,729 |
Net income (gross income less expenses) | 2015-12-31 | $-2,003,509 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $39,848,587 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $41,852,096 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $861,800 |
2014 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $4,280,464 |
Expenses. Total of all expenses incurred | 2014-12-31 | $791,001 |
Benefits paid (including direct rollovers) | 2014-12-31 | $774,325 |
Total plan assets at end of year | 2014-12-31 | $41,852,096 |
Total plan assets at beginning of year | 2014-12-31 | $38,362,633 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,850,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $16,676 |
Other income received | 2014-12-31 | $3,436,870 |
Net income (gross income less expenses) | 2014-12-31 | $3,489,463 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $41,852,096 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $38,362,633 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $843,594 |
2013 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $8,234,553 |
Expenses. Total of all expenses incurred | 2013-12-31 | $603,086 |
Benefits paid (including direct rollovers) | 2013-12-31 | $589,199 |
Total plan assets at end of year | 2013-12-31 | $38,362,633 |
Total plan assets at beginning of year | 2013-12-31 | $30,731,166 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,850,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $13,887 |
Other income received | 2013-12-31 | $7,405,584 |
Net income (gross income less expenses) | 2013-12-31 | $7,631,467 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $38,362,633 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $30,731,166 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $828,969 |
2012 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $3,678,208 |
Expenses. Total of all expenses incurred | 2012-12-31 | $532,968 |
Benefits paid (including direct rollovers) | 2012-12-31 | $521,537 |
Total plan assets at end of year | 2012-12-31 | $30,731,166 |
Total plan assets at beginning of year | 2012-12-31 | $27,585,926 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,850,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $11,431 |
Other income received | 2012-12-31 | $2,873,108 |
Net income (gross income less expenses) | 2012-12-31 | $3,145,240 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $30,731,166 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $27,585,926 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $805,100 |
2011 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $1,542,169 |
Expenses. Total of all expenses incurred | 2011-12-31 | $915,601 |
Benefits paid (including direct rollovers) | 2011-12-31 | $904,638 |
Total plan assets at end of year | 2011-12-31 | $27,585,926 |
Total plan assets at beginning of year | 2011-12-31 | $26,959,358 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,056,000 |
Other income received | 2011-12-31 | $705,819 |
Net income (gross income less expenses) | 2011-12-31 | $626,568 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $27,585,926 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $26,959,358 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $836,350 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $10,963 |
2010 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $3,729,953 |
Expenses. Total of all expenses incurred | 2010-12-31 | $528,234 |
Benefits paid (including direct rollovers) | 2010-12-31 | $518,568 |
Total plan assets at end of year | 2010-12-31 | $26,959,358 |
Total plan assets at beginning of year | 2010-12-31 | $23,757,639 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,080,000 |
Total contributions received or receivable from participants | 2010-12-31 | $69,674 |
Other income received | 2010-12-31 | $2,824,830 |
Net income (gross income less expenses) | 2010-12-31 | $3,201,719 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $26,959,358 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $23,757,639 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $835,449 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $9,666 |