401k Plan data: BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN plan

BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN
Plan identification number	001

BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.

401k Sponsoring company profile

BAILEY AND COMPANY has sponsored the creation of one or more 401k plans.

Company Name: BAILEY AND COMPANY

Employer identification number (EIN): 311584360

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 GRANT BAILEY GRANT BAILEY 2016-10-13
001 2014-01-01 GRANT BAILEY GRANT BAILEY 2015-06-25
001 2013-01-01 GRANT BAILEY GRANT BAILEY 2014-06-13
001 2012-01-01 GRANT BAILEY GRANT BAILEY 2013-05-08
001 2011-01-01 GRANT BAILEY GRANT BAILEY 2012-05-25

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	GRANT BAILEY	GRANT BAILEY	2016-10-13
001	2014-01-01	GRANT BAILEY	GRANT BAILEY	2015-06-25
001	2013-01-01	GRANT BAILEY	GRANT BAILEY	2014-06-13
001	2012-01-01	GRANT BAILEY	GRANT BAILEY	2013-05-08
001	2011-01-01	GRANT BAILEY	GRANT BAILEY	2012-05-25

Plan Statistics for BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
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 1
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
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 1
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
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 0
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
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 1
Total of all active and inactive participants 2012-01-01 9
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
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 1
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2015: BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
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	1
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
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	1
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
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	0
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
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	1
Total of all active and inactive participants	2012-01-01	9
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
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	1
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$147,816
Expenses. Total of all expenses incurred	2015-12-31	$3,980
Total plan assets at end of year	2015-12-31	$1,434,057
Total plan assets at beginning of year	2015-12-31	$1,290,221
Total contributions received or receivable from participants	2015-12-31	$79,935
Other income received	2015-12-31	$-9,898
Net income (gross income less expenses)	2015-12-31	$143,836
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,434,057
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,290,221
Total contributions received or receivable from employer(s)	2015-12-31	$77,779
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,980
2014 : BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$267,047
Expenses. Total of all expenses incurred	2014-12-31	$298,387
Benefits paid (including direct rollovers)	2014-12-31	$294,540
Total plan assets at end of year	2014-12-31	$1,290,221
Total plan assets at beginning of year	2014-12-31	$1,321,561
Total contributions received or receivable from participants	2014-12-31	$49,810
Other income received	2014-12-31	$72,181
Net income (gross income less expenses)	2014-12-31	$-31,340
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,290,221
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,321,561
Total contributions received or receivable from employer(s)	2014-12-31	$145,056
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,847
2013 : BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$159,372
Expenses. Total of all expenses incurred	2013-12-31	$28,948
Benefits paid (including direct rollovers)	2013-12-31	$25,116
Total plan assets at end of year	2013-12-31	$1,321,561
Total plan assets at beginning of year	2013-12-31	$1,191,137
Total contributions received or receivable from participants	2013-12-31	$49,960
Other income received	2013-12-31	$78,797
Net income (gross income less expenses)	2013-12-31	$130,424
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,321,561
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,191,137
Total contributions received or receivable from employer(s)	2013-12-31	$30,615
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,832
2012 : BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$227,197
Expenses. Total of all expenses incurred	2012-12-31	$3,095
Total plan assets at end of year	2012-12-31	$1,191,137
Total plan assets at beginning of year	2012-12-31	$967,035
Total contributions received or receivable from participants	2012-12-31	$51,591
Other income received	2012-12-31	$83,228
Net income (gross income less expenses)	2012-12-31	$224,102
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,191,137
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$967,035
Total contributions received or receivable from employer(s)	2012-12-31	$92,378
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,095
2011 : BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$161,993
Expenses. Total of all expenses incurred	2011-12-31	$3,011
Total plan assets at end of year	2011-12-31	$967,035
Total plan assets at beginning of year	2011-12-31	$808,053
Total contributions received or receivable from participants	2011-12-31	$68,476
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$20,324
Net income (gross income less expenses)	2011-12-31	$158,982
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$967,035
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$808,053
Total contributions received or receivable from employer(s)	2011-12-31	$73,193
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,011
2010 : BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$190,864
Expenses. Total of all expenses incurred	2010-12-31	$123,921
Benefits paid (including direct rollovers)	2010-12-31	$123,921
Total plan assets at end of year	2010-12-31	$808,053
Total plan assets at beginning of year	2010-12-31	$741,110
Total contributions received or receivable from participants	2010-12-31	$65,296
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$53,877
Net income (gross income less expenses)	2010-12-31	$66,943
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$808,053
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$741,110
Total contributions received or receivable from employer(s)	2010-12-31	$71,691
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN

2015: BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
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: BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
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: BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
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: BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
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: BAILEY & COMPANY BENEFITS GROUP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BAILEY AND COMPANY
Employer identification number (EIN):	311584360
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services