Plan Name | M. R. BEAL & COMPANY 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | M.R. BEAL & COMPANY |
Employer identification number (EIN): | 133452090 |
NAIC Classification: | 522110 |
NAIC Description: | Commercial Banking |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2014-01-01 | VALERIE LANCASTER | 2015-10-15 | ||
001 | 2012-01-01 | KATRICE SIMON | 2013-09-23 | ||
001 | 2011-01-01 | KATRICE LITTLE SIMON | |||
001 | 2009-01-01 | KATRICE LITTLE SIMON | |||
001 | 2009-01-01 | KATRICE LITTLE SIMON | KATRICE LITTLE SIMON | 2010-10-15 |
Measure | Date | Value |
---|---|---|
2011: M. R. BEAL & COMPANY 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 26 |
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 | 17 |
Total of all active and inactive participants | 2011-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 43 |
Number of participants with account balances | 2011-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: M. R. BEAL & COMPANY 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 27 |
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 | 20 |
Total of all active and inactive participants | 2009-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 47 |
Number of participants with account balances | 2009-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : M. R. BEAL & COMPANY 401(K) PLAN 2011 401k financial data | ||
Transfers to/from the plan | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $556,584 |
Expenses. Total of all expenses incurred | 2011-12-31 | $468,596 |
Benefits paid (including direct rollovers) | 2011-12-31 | $467,598 |
Total plan assets at end of year | 2011-12-31 | $1,784,385 |
Total plan assets at beginning of year | 2011-12-31 | $1,696,397 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $238,215 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $998 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $371,959 |
Other income received | 2011-12-31 | $-53,590 |
Net income (gross income less expenses) | 2011-12-31 | $87,988 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,784,385 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,696,397 |
Assets. Value of participant loans | 2011-12-31 | $98,050 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-12-31 | $30,000 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2009 : M. R. BEAL & COMPANY 401(K) PLAN 2009 401k financial data | ||
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2011: M. R. BEAL & COMPANY 401(K) 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 – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: M. R. BEAL & COMPANY 401(K) 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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | GA-027871 | ||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
|