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B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 401k Plan overview

Plan NameB & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN
Plan identification number 001

B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

B & O MANAGEMENT COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:B & O MANAGEMENT COMPANY, LLC
Employer identification number (EIN):134271483
NAIC Classification:237210
NAIC Description:Land Subdivision

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID SKREHOT
0012016-01-01DAVID SKREHOT DAVID SKREHOT2017-07-05
0012015-01-01DAVID SKREHOT DAVID SKREHOT2016-07-19
0012014-01-01DAVID SKREHOT
0012013-01-01DAVID SKREHOT
0012012-01-01DAVID SKREHOT
0012011-01-01DAVID SKREHOT
0012009-01-01DAVID SKREHOT

Plan Statistics for B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN

401k plan membership statisitcs for B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN

Measure Date Value
2023: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0140
Total number of active participants reported on line 7a of the Form 55002023-01-0132
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-017
Total of all active and inactive participants2023-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0139
Number of participants with account balances2023-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0135
Total number of active participants reported on line 7a of the Form 55002022-01-0132
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-018
Total of all active and inactive participants2022-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0140
Number of participants with account balances2022-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0126
Total number of active participants reported on line 7a of the Form 55002021-01-0127
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0135
Number of participants with account balances2021-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0135
Total number of active participants reported on line 7a of the Form 55002020-01-0123
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0126
Number of participants with account balances2020-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0137
Total number of active participants reported on line 7a of the Form 55002019-01-0131
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0135
Number of participants with account balances2019-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0129
Total number of active participants reported on line 7a of the Form 55002018-01-0133
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0137
Total participants2018-01-0137
Number of participants with account balances2018-01-0137
2017: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0136
Total number of active participants reported on line 7a of the Form 55002017-01-0126
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0129
Number of participants with account balances2017-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0140
Total number of active participants reported on line 7a of the Form 55002016-01-0127
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0136
Number of participants with account balances2016-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0138
Total number of active participants reported on line 7a of the Form 55002015-01-0136
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0140
Number of participants with account balances2015-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0136
Total number of active participants reported on line 7a of the Form 55002014-01-0136
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0138
Number of participants with account balances2014-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0136
Total number of active participants reported on line 7a of the Form 55002013-01-0134
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0136
Number of participants with account balances2013-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0136
Total number of active participants reported on line 7a of the Form 55002012-01-0134
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0136
Number of participants with account balances2012-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0137
Total number of active participants reported on line 7a of the Form 55002011-01-0134
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0137
Number of participants with account balances2011-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0127
Total number of active participants reported on line 7a of the Form 55002009-01-0131
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0135
Number of participants with account balances2009-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN

Measure Date Value
2023 : B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,091,915
Expenses. Total of all expenses incurred2023-12-31$678,847
Benefits paid (including direct rollovers)2023-12-31$678,428
Total plan assets at end of year2023-12-31$5,052,799
Total plan assets at beginning of year2023-12-31$4,639,731
Value of fidelity bond covering the plan2023-12-31$2,000,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$208,850
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$137,674
Other income received2023-12-31$718,481
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$413,068
Net plan assets at end of year (total assets less liabilities)2023-12-31$5,052,799
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$4,639,731
Assets. Value of participant loans2023-12-31$48,241
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$26,910
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$419
2022 : B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-668,821
Expenses. Total of all expenses incurred2022-12-31$648,542
Benefits paid (including direct rollovers)2022-12-31$642,799
Total plan assets at end of year2022-12-31$4,639,731
Total plan assets at beginning of year2022-12-31$5,957,094
Value of fidelity bond covering the plan2022-12-31$2,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$216,348
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-915,004
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,317,363
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,639,731
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,957,094
Assets. Value of participant loans2022-12-31$76,833
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$29,835
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$5,018
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$725
2021 : B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,048,797
Expenses. Total of all expenses incurred2021-12-31$581,452
Benefits paid (including direct rollovers)2021-12-31$571,319
Total plan assets at end of year2021-12-31$5,957,094
Total plan assets at beginning of year2021-12-31$5,489,749
Value of fidelity bond covering the plan2021-12-31$2,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$161,301
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$864,781
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$467,345
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,957,094
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,489,749
Assets. Value of participant loans2021-12-31$53,080
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$22,715
Value of certain deemed distributions of participant loans2021-12-31$614
Value of corrective distributions2021-12-31$8,950
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$569
2020 : B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$961,074
Expenses. Total of all expenses incurred2020-12-31$390,749
Benefits paid (including direct rollovers)2020-12-31$395,833
Total plan assets at end of year2020-12-31$5,489,749
Total plan assets at beginning of year2020-12-31$4,919,424
Value of fidelity bond covering the plan2020-12-31$2,000,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$194,095
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$701,726
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$570,325
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,489,749
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,919,424
Assets. Value of participant loans2020-12-31$53,255
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$65,253
Value of certain deemed distributions of participant loans2020-12-31$-5,528
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$444
2019 : B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,095,922
Expenses. Total of all expenses incurred2019-12-31$14,394
Benefits paid (including direct rollovers)2019-12-31$9,365
Total plan assets at end of year2019-12-31$4,919,424
Total plan assets at beginning of year2019-12-31$3,837,896
Value of fidelity bond covering the plan2019-12-31$350,000
Total contributions received or receivable from participants2019-12-31$165,508
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$898,932
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,081,528
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,919,424
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,837,896
Assets. Value of participant loans2019-12-31$15,680
Total contributions received or receivable from employer(s)2019-12-31$31,482
Value of certain deemed distributions of participant loans2019-12-31$4,848
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$181
2018 : B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-8,265
Expenses. Total of all expenses incurred2018-12-31$238,871
Benefits paid (including direct rollovers)2018-12-31$237,944
Total plan assets at end of year2018-12-31$3,837,896
Total plan assets at beginning of year2018-12-31$4,085,032
Value of fidelity bond covering the plan2018-12-31$350,000
Total contributions received or receivable from participants2018-12-31$171,283
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-222,296
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-247,136
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,837,896
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,085,032
Assets. Value of participant loans2018-12-31$24,220
Total contributions received or receivable from employer(s)2018-12-31$42,748
Value of certain deemed distributions of participant loans2018-12-31$671
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$256
2017 : B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$752,686
Expenses. Total of all expenses incurred2017-12-31$260,512
Benefits paid (including direct rollovers)2017-12-31$260,079
Total plan assets at end of year2017-12-31$4,085,032
Total plan assets at beginning of year2017-12-31$3,592,858
Value of fidelity bond covering the plan2017-12-31$350,000
Total contributions received or receivable from participants2017-12-31$148,105
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$560,502
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$492,174
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,085,032
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,592,858
Assets. Value of participant loans2017-12-31$59,355
Total contributions received or receivable from employer(s)2017-12-31$44,079
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$433
2016 : B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2016 401k financial data
Total income from all sources2016-12-31$447,490
Expenses. Total of all expenses incurred2016-12-31$43,204
Benefits paid (including direct rollovers)2016-12-31$36,174
Total plan assets at end of year2016-12-31$3,592,858
Total plan assets at beginning of year2016-12-31$3,188,572
Value of fidelity bond covering the plan2016-12-31$350,000
Total contributions received or receivable from participants2016-12-31$164,729
Other income received2016-12-31$255,912
Net income (gross income less expenses)2016-12-31$404,286
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,592,858
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,188,572
Assets. Value of participant loans2016-12-31$79,504
Total contributions received or receivable from employer(s)2016-12-31$26,849
Value of corrective distributions2016-12-31$6,740
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$290
2015 : B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2015 401k financial data
Total income from all sources2015-12-31$122,958
Expenses. Total of all expenses incurred2015-12-31$100,551
Benefits paid (including direct rollovers)2015-12-31$100,031
Total plan assets at end of year2015-12-31$3,188,572
Total plan assets at beginning of year2015-12-31$3,166,165
Value of fidelity bond covering the plan2015-12-31$350,000
Total contributions received or receivable from participants2015-12-31$145,824
Other income received2015-12-31$-49,321
Net income (gross income less expenses)2015-12-31$22,407
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,188,572
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,166,165
Assets. Value of participant loans2015-12-31$106,321
Total contributions received or receivable from employer(s)2015-12-31$26,455
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$520
2014 : B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2014 401k financial data
Total income from all sources2014-12-31$318,802
Expenses. Total of all expenses incurred2014-12-31$6,520
Benefits paid (including direct rollovers)2014-12-31$6,250
Total plan assets at end of year2014-12-31$3,166,165
Total plan assets at beginning of year2014-12-31$2,853,883
Value of fidelity bond covering the plan2014-12-31$350,000
Total contributions received or receivable from participants2014-12-31$131,889
Other income received2014-12-31$161,830
Net income (gross income less expenses)2014-12-31$312,282
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,166,165
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,853,883
Assets. Value of participant loans2014-12-31$111,510
Total contributions received or receivable from employer(s)2014-12-31$25,083
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$270
2013 : B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2013 401k financial data
Total income from all sources2013-12-31$515,354
Expenses. Total of all expenses incurred2013-12-31$56,665
Benefits paid (including direct rollovers)2013-12-31$56,250
Total plan assets at end of year2013-12-31$2,853,883
Total plan assets at beginning of year2013-12-31$2,395,194
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$115,898
Other income received2013-12-31$376,806
Net income (gross income less expenses)2013-12-31$458,689
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,853,883
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,395,194
Assets. Value of participant loans2013-12-31$150,723
Total contributions received or receivable from employer(s)2013-12-31$22,650
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$415
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2012 401k financial data
Total income from all sources2012-12-31$347,497
Expenses. Total of all expenses incurred2012-12-31$96,848
Benefits paid (including direct rollovers)2012-12-31$96,268
Total plan assets at end of year2012-12-31$2,395,194
Total plan assets at beginning of year2012-12-31$2,144,545
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$110,137
Other income received2012-12-31$212,455
Net income (gross income less expenses)2012-12-31$250,649
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,395,194
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,144,545
Assets. Value of participant loans2012-12-31$149,348
Total contributions received or receivable from employer(s)2012-12-31$24,905
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$580
2011 : B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2011 401k financial data
Total income from all sources2011-12-31$141,206
Expenses. Total of all expenses incurred2011-12-31$126,628
Benefits paid (including direct rollovers)2011-12-31$113,762
Total plan assets at end of year2011-12-31$2,144,545
Total plan assets at beginning of year2011-12-31$2,129,967
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$116,463
Expenses. Other expenses not covered elsewhere2011-12-31$415
Other income received2011-12-31$-1,305
Net income (gross income less expenses)2011-12-31$14,578
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,144,545
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,129,967
Assets. Value of participant loans2011-12-31$105,437
Total contributions received or receivable from employer(s)2011-12-31$26,048
Value of corrective distributions2011-12-31$12,451
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2010 401k financial data
Total income from all sources2010-12-31$443,827
Expenses. Total of all expenses incurred2010-12-31$217,377
Benefits paid (including direct rollovers)2010-12-31$217,192
Total plan assets at end of year2010-12-31$2,129,967
Total plan assets at beginning of year2010-12-31$1,903,517
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$146,144
Expenses. Other expenses not covered elsewhere2010-12-31$185
Contributions received from other sources (not participants or employers)2010-12-31$88,216
Other income received2010-12-31$182,881
Net income (gross income less expenses)2010-12-31$226,450
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,129,967
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,903,517
Assets. Value of participant loans2010-12-31$68,382
Total contributions received or receivable from employer(s)2010-12-31$26,586
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN

2023: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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