B & O MANAGEMENT COMPANY, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN
401k plan membership statisitcs for B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN
Measure | Date | Value |
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2023: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 32 |
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 | 7 |
Total of all active and inactive participants | 2023-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 39 |
Number of participants with account balances | 2023-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 32 |
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 | 8 |
Total of all active and inactive participants | 2022-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 40 |
Number of participants with account balances | 2022-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 27 |
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 | 8 |
Total of all active and inactive participants | 2021-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 35 |
Number of participants with account balances | 2021-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 23 |
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 | 3 |
Total of all active and inactive participants | 2020-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 26 |
Number of participants with account balances | 2020-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 31 |
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 | 4 |
Total of all active and inactive participants | 2019-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 35 |
Number of participants with account balances | 2019-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 33 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
Total of all active and inactive participants | 2018-01-01 | 37 |
Total participants | 2018-01-01 | 37 |
Number of participants with account balances | 2018-01-01 | 37 |
2017: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 26 |
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 | 3 |
Total of all active and inactive participants | 2017-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 29 |
Number of participants with account balances | 2017-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 27 |
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 | 9 |
Total of all active and inactive participants | 2016-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 36 |
Number of participants with account balances | 2016-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 5 |
2015: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 36 |
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 | 4 |
Total of all active and inactive participants | 2015-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 40 |
Number of participants with account balances | 2015-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 36 |
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 | 2 |
Total of all active and inactive participants | 2014-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 38 |
Number of participants with account balances | 2014-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 36 |
Number of participants with account balances | 2013-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 36 |
Number of participants with account balances | 2012-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 34 |
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 | 3 |
Total of all active and inactive participants | 2011-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 37 |
Number of participants with account balances | 2011-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 31 |
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 | 4 |
Total of all active and inactive participants | 2009-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 35 |
Number of participants with account balances | 2009-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2023 : B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $1,091,915 |
Expenses. Total of all expenses incurred | 2023-12-31 | $678,847 |
Benefits paid (including direct rollovers) | 2023-12-31 | $678,428 |
Total plan assets at end of year | 2023-12-31 | $5,052,799 |
Total plan assets at beginning of year | 2023-12-31 | $4,639,731 |
Value of fidelity bond covering the plan | 2023-12-31 | $2,000,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $208,850 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $137,674 |
Other income received | 2023-12-31 | $718,481 |
Noncash contributions received | 2023-12-31 | $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 loans | 2023-12-31 | $48,241 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $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 2510.3-102 | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $26,910 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $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 |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-668,821 |
Expenses. Total of all expenses incurred | 2022-12-31 | $648,542 |
Benefits paid (including direct rollovers) | 2022-12-31 | $642,799 |
Total plan assets at end of year | 2022-12-31 | $4,639,731 |
Total plan assets at beginning of year | 2022-12-31 | $5,957,094 |
Value of fidelity bond covering the plan | 2022-12-31 | $2,000,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $216,348 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-915,004 |
Noncash contributions received | 2022-12-31 | $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 loans | 2022-12-31 | $76,833 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $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 2510.3-102 | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $29,835 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $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 |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,048,797 |
Expenses. Total of all expenses incurred | 2021-12-31 | $581,452 |
Benefits paid (including direct rollovers) | 2021-12-31 | $571,319 |
Total plan assets at end of year | 2021-12-31 | $5,957,094 |
Total plan assets at beginning of year | 2021-12-31 | $5,489,749 |
Value of fidelity bond covering the plan | 2021-12-31 | $2,000,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $161,301 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $864,781 |
Noncash contributions received | 2021-12-31 | $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 loans | 2021-12-31 | $53,080 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $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 2510.3-102 | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $22,715 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $614 |
Value of corrective distributions | 2021-12-31 | $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 |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $961,074 |
Expenses. Total of all expenses incurred | 2020-12-31 | $390,749 |
Benefits paid (including direct rollovers) | 2020-12-31 | $395,833 |
Total plan assets at end of year | 2020-12-31 | $5,489,749 |
Total plan assets at beginning of year | 2020-12-31 | $4,919,424 |
Value of fidelity bond covering the plan | 2020-12-31 | $2,000,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $194,095 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $701,726 |
Noncash contributions received | 2020-12-31 | $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 loans | 2020-12-31 | $53,255 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $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 2510.3-102 | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $65,253 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $-5,528 |
Value of corrective distributions | 2020-12-31 | $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 |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,095,922 |
Expenses. Total of all expenses incurred | 2019-12-31 | $14,394 |
Benefits paid (including direct rollovers) | 2019-12-31 | $9,365 |
Total plan assets at end of year | 2019-12-31 | $4,919,424 |
Total plan assets at beginning of year | 2019-12-31 | $3,837,896 |
Value of fidelity bond covering the plan | 2019-12-31 | $350,000 |
Total contributions received or receivable from participants | 2019-12-31 | $165,508 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $898,932 |
Noncash contributions received | 2019-12-31 | $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 loans | 2019-12-31 | $15,680 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $31,482 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $4,848 |
Value of corrective distributions | 2019-12-31 | $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 |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-8,265 |
Expenses. Total of all expenses incurred | 2018-12-31 | $238,871 |
Benefits paid (including direct rollovers) | 2018-12-31 | $237,944 |
Total plan assets at end of year | 2018-12-31 | $3,837,896 |
Total plan assets at beginning of year | 2018-12-31 | $4,085,032 |
Value of fidelity bond covering the plan | 2018-12-31 | $350,000 |
Total contributions received or receivable from participants | 2018-12-31 | $171,283 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-222,296 |
Noncash contributions received | 2018-12-31 | $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 loans | 2018-12-31 | $24,220 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $42,748 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $671 |
Value of corrective distributions | 2018-12-31 | $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 |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $752,686 |
Expenses. Total of all expenses incurred | 2017-12-31 | $260,512 |
Benefits paid (including direct rollovers) | 2017-12-31 | $260,079 |
Total plan assets at end of year | 2017-12-31 | $4,085,032 |
Total plan assets at beginning of year | 2017-12-31 | $3,592,858 |
Value of fidelity bond covering the plan | 2017-12-31 | $350,000 |
Total contributions received or receivable from participants | 2017-12-31 | $148,105 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $560,502 |
Noncash contributions received | 2017-12-31 | $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 loans | 2017-12-31 | $59,355 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $44,079 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $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 |
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Total income from all sources | 2016-12-31 | $447,490 |
Expenses. Total of all expenses incurred | 2016-12-31 | $43,204 |
Benefits paid (including direct rollovers) | 2016-12-31 | $36,174 |
Total plan assets at end of year | 2016-12-31 | $3,592,858 |
Total plan assets at beginning of year | 2016-12-31 | $3,188,572 |
Value of fidelity bond covering the plan | 2016-12-31 | $350,000 |
Total contributions received or receivable from participants | 2016-12-31 | $164,729 |
Other income received | 2016-12-31 | $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 loans | 2016-12-31 | $79,504 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $26,849 |
Value of corrective distributions | 2016-12-31 | $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 |
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Total income from all sources | 2015-12-31 | $122,958 |
Expenses. Total of all expenses incurred | 2015-12-31 | $100,551 |
Benefits paid (including direct rollovers) | 2015-12-31 | $100,031 |
Total plan assets at end of year | 2015-12-31 | $3,188,572 |
Total plan assets at beginning of year | 2015-12-31 | $3,166,165 |
Value of fidelity bond covering the plan | 2015-12-31 | $350,000 |
Total contributions received or receivable from participants | 2015-12-31 | $145,824 |
Other income received | 2015-12-31 | $-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 loans | 2015-12-31 | $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 |
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Total income from all sources | 2014-12-31 | $318,802 |
Expenses. Total of all expenses incurred | 2014-12-31 | $6,520 |
Benefits paid (including direct rollovers) | 2014-12-31 | $6,250 |
Total plan assets at end of year | 2014-12-31 | $3,166,165 |
Total plan assets at beginning of year | 2014-12-31 | $2,853,883 |
Value of fidelity bond covering the plan | 2014-12-31 | $350,000 |
Total contributions received or receivable from participants | 2014-12-31 | $131,889 |
Other income received | 2014-12-31 | $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 loans | 2014-12-31 | $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 |
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Total income from all sources | 2013-12-31 | $515,354 |
Expenses. Total of all expenses incurred | 2013-12-31 | $56,665 |
Benefits paid (including direct rollovers) | 2013-12-31 | $56,250 |
Total plan assets at end of year | 2013-12-31 | $2,853,883 |
Total plan assets at beginning of year | 2013-12-31 | $2,395,194 |
Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
Total contributions received or receivable from participants | 2013-12-31 | $115,898 |
Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $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 securities | 2013-12-31 | $0 |
2012 : B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $347,497 |
Expenses. Total of all expenses incurred | 2012-12-31 | $96,848 |
Benefits paid (including direct rollovers) | 2012-12-31 | $96,268 |
Total plan assets at end of year | 2012-12-31 | $2,395,194 |
Total plan assets at beginning of year | 2012-12-31 | $2,144,545 |
Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
Total contributions received or receivable from participants | 2012-12-31 | $110,137 |
Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $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 |
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Total income from all sources | 2011-12-31 | $141,206 |
Expenses. Total of all expenses incurred | 2011-12-31 | $126,628 |
Benefits paid (including direct rollovers) | 2011-12-31 | $113,762 |
Total plan assets at end of year | 2011-12-31 | $2,144,545 |
Total plan assets at beginning of year | 2011-12-31 | $2,129,967 |
Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
Total contributions received or receivable from participants | 2011-12-31 | $116,463 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $415 |
Other income received | 2011-12-31 | $-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 loans | 2011-12-31 | $105,437 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $26,048 |
Value of corrective distributions | 2011-12-31 | $12,451 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $443,827 |
Expenses. Total of all expenses incurred | 2010-12-31 | $217,377 |
Benefits paid (including direct rollovers) | 2010-12-31 | $217,192 |
Total plan assets at end of year | 2010-12-31 | $2,129,967 |
Total plan assets at beginning of year | 2010-12-31 | $1,903,517 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $146,144 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $185 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $88,216 |
Other income received | 2010-12-31 | $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 loans | 2010-12-31 | $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 securities | 2010-12-31 | $0 |
2009 : B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | This submission is the final filing | 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: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | 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: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | 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: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | 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: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2019 form 5500 responses |
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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: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2018 form 5500 responses |
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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: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2017 form 5500 responses |
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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: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2016 form 5500 responses |
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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: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | 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: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: B & O MANAGEMENT COMPANY, LLC DISCRETIONARY CONTRIBUTION PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |