401k Plan data: THE BST ADVISORY NETWORK, LLC PENSION PLAN plan

THE BST ADVISORY NETWORK, LLC PENSION PLAN 401k Plan overview

Plan Name	THE BST ADVISORY NETWORK, LLC PENSION PLAN
Plan identification number	002

THE BST ADVISORY NETWORK, LLC PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan covering Self-Employed individuals.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BST & CO. CPAS, LLP has sponsored the creation of one or more 401k plans.

Company Name: BST & CO. CPAS, LLP

Employer identification number (EIN): 141442607

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about BST & CO. CPAS, LLP

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1994-12-22

Company Identification Number: 1878151

Legal Registered Office Address: 26 COMPUTER DRIVE WEST

ALBANY
United States of America (USA)
12205

More information about BST & CO. CPAS, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BST ADVISORY NETWORK, LLC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 RON GUZIOR

Plan Statistics for THE BST ADVISORY NETWORK, LLC PENSION PLAN

401k plan membership statisitcs for THE BST ADVISORY NETWORK, LLC PENSION PLAN

Measure Date Value
2020: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2020 401k membership
Market value of plan assets 2020-11-07 7,136,407
Acturial value of plan assets 2020-11-07 7,515,967
Funding target for retired participants and beneficiaries receiving payment 2020-11-07 1,577,770
Number of terminated vested participants 2020-11-07 8
Fundng target for terminated vested participants 2020-11-07 405,991
Active participant vested funding target 2020-11-07 3,807,162
Number of active participants 2020-11-07 16
Total funding liabilities for active participants 2020-11-07 3,807,162
Total participant count 2020-11-07 28
Total funding target for all participants 2020-11-07 5,790,923
Balance at beginning of prior year after applicable adjustments 2020-11-07 234,806
Prefunding balance at beginning of prior year after applicable adjustments 2020-11-07 130,618
Carryover balanced portion elected for use to offset prior years funding requirement 2020-11-07 0
Prefunding balanced used to offset prior years funding requirement 2020-11-07 0
Amount remaining of carryover balance 2020-11-07 234,806
Amount remaining of prefunding balance 2020-11-07 130,618
Present value of excess contributions 2020-11-07 1,132,227
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-11-07 1,195,971
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-11-07 0
Reductions in caryover balances due to elections or deemed elections 2020-11-07 0
Reductions in prefunding balances due to elections or deemed elections 2020-11-07 0
Balance of carryovers at beginning of current year 2020-11-07 238,915
Balance of prefunding at beginning of current year 2020-11-07 132,904
Total employer contributions 2020-11-07 365,757
Total employee contributions 2020-11-07 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-11-07 0
Contributions made to avoid restrictions adjusted to valuation date 2020-11-07 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-11-07 352,896
Unpaid minimum required contributions for all prior years 2020-11-07 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-11-07 0
Remaining amount of unpaid minimum required contributions 2020-11-07 0
Minimum required contributions for current year target normal cost 2020-11-07 0
Net shortfall amortization installment of oustanding balance 2020-11-07 0
Waiver amortization installment 2020-11-07 0
Total funding amount beforereflecting carryover/prefunding balances 2020-11-07 0
Additional cash requirement 2020-11-07 0
Contributions allocatedtoward minimum required contributions for current year 2020-11-07 352,896
Unpaid minimum required contributions for current year 2020-11-07 0
Unpaid minimum required contributions for all years 2020-11-07 0
Total participants, beginning-of-year 2020-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
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 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 6,559,732
Acturial value of plan assets 2019-12-31 6,901,970
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 214,253
Number of terminated vested participants 2019-12-31 11
Fundng target for terminated vested participants 2019-12-31 445,498
Active participant vested funding target 2019-12-31 5,405,535
Number of active participants 2019-12-31 20
Total funding liabilities for active participants 2019-12-31 5,405,535
Total participant count 2019-12-31 32
Total funding target for all participants 2019-12-31 6,065,286
Balance at beginning of prior year after applicable adjustments 2019-12-31 240,334
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 133,693
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 240,334
Amount remaining of prefunding balance 2019-12-31 133,693
Present value of excess contributions 2019-12-31 399,791
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 423,059
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 234,806
Balance of prefunding at beginning of current year 2019-12-31 130,618
Total employer contributions 2019-12-31 1,214,318
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 1,132,227
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 0
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 1,132,227
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 17
Number of retired or separated participants receiving benefits 2019-01-01 3
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 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 6,860,414
Acturial value of plan assets 2018-12-31 6,691,002
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 216,078
Number of terminated vested participants 2018-12-31 14
Fundng target for terminated vested participants 2018-12-31 737,445
Active participant vested funding target 2018-12-31 5,187,434
Number of active participants 2018-12-31 19
Total funding liabilities for active participants 2018-12-31 5,187,434
Total participant count 2018-12-31 34
Total funding target for all participants 2018-12-31 6,140,957
Balance at beginning of prior year after applicable adjustments 2018-12-31 222,305
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 123,664
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 222,305
Amount remaining of prefunding balance 2018-12-31 123,664
Present value of excess contributions 2018-12-31 1,005,497
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 1,065,927
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 240,334
Balance of prefunding at beginning of current year 2018-12-31 133,693
Total employer contributions 2018-12-31 414,318
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 399,791
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 0
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 399,791
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 20
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 11
Total of all active and inactive participants 2018-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 10,431,440
Acturial value of plan assets 2017-12-31 10,540,601
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 211,294
Number of terminated vested participants 2017-12-31 14
Fundng target for terminated vested participants 2017-12-31 646,911
Active participant vested funding target 2017-12-31 9,651,423
Number of active participants 2017-12-31 26
Total funding liabilities for active participants 2017-12-31 9,651,423
Total participant count 2017-12-31 41
Total funding target for all participants 2017-12-31 10,509,628
Balance at beginning of prior year after applicable adjustments 2017-12-31 203,725
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 113,328
Amount remaining of carryover balance 2017-12-31 203,725
Amount remaining of prefunding balance 2017-12-31 113,328
Present value of excess contributions 2017-12-31 346,169
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 367,562
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 222,305
Balance of prefunding at beginning of current year 2017-12-31 123,664
Total employer contributions 2017-12-31 1,175,910
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 1,155,453
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 314,996
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 149,956
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 149,956
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 1,155,453
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 19
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 14
Total of all active and inactive participants 2017-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2020: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2020 401k membership
Market value of plan assets	2020-11-07	7,136,407
Acturial value of plan assets	2020-11-07	7,515,967
Funding target for retired participants and beneficiaries receiving payment	2020-11-07	1,577,770
Number of terminated vested participants	2020-11-07	8
Fundng target for terminated vested participants	2020-11-07	405,991
Active participant vested funding target	2020-11-07	3,807,162
Number of active participants	2020-11-07	16
Total funding liabilities for active participants	2020-11-07	3,807,162
Total participant count	2020-11-07	28
Total funding target for all participants	2020-11-07	5,790,923
Balance at beginning of prior year after applicable adjustments	2020-11-07	234,806
Prefunding balance at beginning of prior year after applicable adjustments	2020-11-07	130,618
Carryover balanced portion elected for use to offset prior years funding requirement	2020-11-07	0
Prefunding balanced used to offset prior years funding requirement	2020-11-07	0
Amount remaining of carryover balance	2020-11-07	234,806
Amount remaining of prefunding balance	2020-11-07	130,618
Present value of excess contributions	2020-11-07	1,132,227
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-11-07	1,195,971
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-11-07	0
Reductions in caryover balances due to elections or deemed elections	2020-11-07	0
Reductions in prefunding balances due to elections or deemed elections	2020-11-07	0
Balance of carryovers at beginning of current year	2020-11-07	238,915
Balance of prefunding at beginning of current year	2020-11-07	132,904
Total employer contributions	2020-11-07	365,757
Total employee contributions	2020-11-07	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-11-07	0
Contributions made to avoid restrictions adjusted to valuation date	2020-11-07	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-11-07	352,896
Unpaid minimum required contributions for all prior years	2020-11-07	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-11-07	0
Remaining amount of unpaid minimum required contributions	2020-11-07	0
Minimum required contributions for current year target normal cost	2020-11-07	0
Net shortfall amortization installment of oustanding balance	2020-11-07	0
Waiver amortization installment	2020-11-07	0
Total funding amount beforereflecting carryover/prefunding balances	2020-11-07	0
Additional cash requirement	2020-11-07	0
Contributions allocatedtoward minimum required contributions for current year	2020-11-07	352,896
Unpaid minimum required contributions for current year	2020-11-07	0
Unpaid minimum required contributions for all years	2020-11-07	0
Total participants, beginning-of-year	2020-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
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	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	6,559,732
Acturial value of plan assets	2019-12-31	6,901,970
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	214,253
Number of terminated vested participants	2019-12-31	11
Fundng target for terminated vested participants	2019-12-31	445,498
Active participant vested funding target	2019-12-31	5,405,535
Number of active participants	2019-12-31	20
Total funding liabilities for active participants	2019-12-31	5,405,535
Total participant count	2019-12-31	32
Total funding target for all participants	2019-12-31	6,065,286
Balance at beginning of prior year after applicable adjustments	2019-12-31	240,334
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	133,693
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	240,334
Amount remaining of prefunding balance	2019-12-31	133,693
Present value of excess contributions	2019-12-31	399,791
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	423,059
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	234,806
Balance of prefunding at beginning of current year	2019-12-31	130,618
Total employer contributions	2019-12-31	1,214,318
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	1,132,227
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	1,132,227
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	17
Number of retired or separated participants receiving benefits	2019-01-01	3
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	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	6,860,414
Acturial value of plan assets	2018-12-31	6,691,002
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	216,078
Number of terminated vested participants	2018-12-31	14
Fundng target for terminated vested participants	2018-12-31	737,445
Active participant vested funding target	2018-12-31	5,187,434
Number of active participants	2018-12-31	19
Total funding liabilities for active participants	2018-12-31	5,187,434
Total participant count	2018-12-31	34
Total funding target for all participants	2018-12-31	6,140,957
Balance at beginning of prior year after applicable adjustments	2018-12-31	222,305
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	123,664
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	222,305
Amount remaining of prefunding balance	2018-12-31	123,664
Present value of excess contributions	2018-12-31	1,005,497
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	1,065,927
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	240,334
Balance of prefunding at beginning of current year	2018-12-31	133,693
Total employer contributions	2018-12-31	414,318
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	399,791
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	0
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	399,791
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	20
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	11
Total of all active and inactive participants	2018-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	10,431,440
Acturial value of plan assets	2017-12-31	10,540,601
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	211,294
Number of terminated vested participants	2017-12-31	14
Fundng target for terminated vested participants	2017-12-31	646,911
Active participant vested funding target	2017-12-31	9,651,423
Number of active participants	2017-12-31	26
Total funding liabilities for active participants	2017-12-31	9,651,423
Total participant count	2017-12-31	41
Total funding target for all participants	2017-12-31	10,509,628
Balance at beginning of prior year after applicable adjustments	2017-12-31	203,725
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	113,328
Amount remaining of carryover balance	2017-12-31	203,725
Amount remaining of prefunding balance	2017-12-31	113,328
Present value of excess contributions	2017-12-31	346,169
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	367,562
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	222,305
Balance of prefunding at beginning of current year	2017-12-31	123,664
Total employer contributions	2017-12-31	1,175,910
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	1,155,453
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	314,996
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	149,956
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	149,956
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	1,155,453
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	19
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	14
Total of all active and inactive participants	2017-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on THE BST ADVISORY NETWORK, LLC PENSION PLAN

Measure	Date	Value
2020 : THE BST ADVISORY NETWORK, LLC PENSION PLAN 2020 401k financial data
Total income from all sources	2020-11-07	$449,521
Expenses. Total of all expenses incurred	2020-11-07	$7,614,844
Benefits paid (including direct rollovers)	2020-11-07	$7,614,844
Total plan assets at end of year	2020-11-07	$0
Total plan assets at beginning of year	2020-11-07	$7,165,323
Value of fidelity bond covering the plan	2020-11-07	$500,000
Other income received	2020-11-07	$83,764
Net income (gross income less expenses)	2020-11-07	$-7,165,323
Net plan assets at end of year (total assets less liabilities)	2020-11-07	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-11-07	$7,165,323
Total contributions received or receivable from employer(s)	2020-11-07	$365,757
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-11-07	$0
2019 : THE BST ADVISORY NETWORK, LLC PENSION PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,326,320
Expenses. Total of all expenses incurred	2019-12-31	$720,729
Benefits paid (including direct rollovers)	2019-12-31	$720,729
Total plan assets at end of year	2019-12-31	$7,165,323
Total plan assets at beginning of year	2019-12-31	$6,559,732
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$112,002
Net income (gross income less expenses)	2019-12-31	$605,591
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$7,165,323
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,559,732
Total contributions received or receivable from employer(s)	2019-12-31	$1,214,318
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : THE BST ADVISORY NETWORK, LLC PENSION PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$299,571
Expenses. Total of all expenses incurred	2018-12-31	$600,253
Benefits paid (including direct rollovers)	2018-12-31	$559,521
Total plan assets at end of year	2018-12-31	$6,559,732
Total plan assets at beginning of year	2018-12-31	$6,860,414
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-114,747
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-300,682
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,559,732
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,860,414
Total contributions received or receivable from employer(s)	2018-12-31	$414,318
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$40,732
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : THE BST ADVISORY NETWORK, LLC PENSION PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,911,634
Expenses. Total of all expenses incurred	2017-12-31	$5,482,660
Benefits paid (including direct rollovers)	2017-12-31	$5,438,627
Total plan assets at end of year	2017-12-31	$6,860,414
Total plan assets at beginning of year	2017-12-31	$10,431,440
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Other income received	2017-12-31	$735,724
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-3,571,026
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,860,414
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$10,431,440
Total contributions received or receivable from employer(s)	2017-12-31	$1,175,910
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	$44,033
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0

Form 5500 Responses for THE BST ADVISORY NETWORK, LLC PENSION PLAN

2020: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BST & CO. CPAS, LLP
Employer identification number (EIN):	141442607
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1994-12-22
Company Identification Number:	1878151
Legal Registered Office Address:	26 COMPUTER DRIVE WEST ALBANY United States of America (USA) 12205