401k Plan data: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT plan

GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 401k Plan overview

Plan Name	GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT
Plan identification number	004

GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

GEORGE BAGLEY AND COMPANY LLC has sponsored the creation of one or more 401k plans.

Company Name: GEORGE BAGLEY AND COMPANY LLC

Employer identification number (EIN): 362245607

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2016-05-01 DOUGLAS L BAER
004 2015-05-01 ROBERT R. WOTT
004 2014-05-01 ROBERT R. WOTT
004 2013-05-01 ROBERT R. WOTT
004 2012-05-01 ROBERT WOTT
004 2011-05-01 ROBERT WOTT
004 2010-05-01 ROBERT WOTT
004 2009-05-01 ROBERT R WOTT
004 2009-05-01 ROBERT WOTT
004 2009-05-01 ROBERT R WOTT
004 2009-05-01 ROBERT WOTT
004 2009-05-01 ROBERT R WOTT
004 2009-05-01 ROBERT WOTT

Plan id#	Filing Submission Date	Name of Administrator
004	2016-05-01	DOUGLAS L BAER
004	2015-05-01	ROBERT R. WOTT
004	2014-05-01	ROBERT R. WOTT
004	2013-05-01	ROBERT R. WOTT
004	2012-05-01	ROBERT WOTT
004	2011-05-01	ROBERT WOTT
004	2010-05-01	ROBERT WOTT
004	2009-05-01	ROBERT R WOTT
004	2009-05-01	ROBERT WOTT
004	2009-05-01	ROBERT R WOTT
004	2009-05-01	ROBERT WOTT
004	2009-05-01	ROBERT R WOTT
004	2009-05-01	ROBERT WOTT

Plan Statistics for GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT

401k plan membership statisitcs for GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT

Measure Date Value
2016: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2016 401k membership
Total participants, beginning-of-year 2016-05-01 1
Total of all active and inactive participants 2016-05-01 0
Total participants 2016-05-01 0
2015: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2015 401k membership
Total participants, beginning-of-year 2015-05-01 1
Total of all active and inactive participants 2015-05-01 0
Total participants 2015-05-01 0
Number of participants with account balances 2015-05-01 1
2014: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2014 401k membership
Total participants, beginning-of-year 2014-05-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-05-01 1
Total of all active and inactive participants 2014-05-01 1
Total participants 2014-05-01 1
2013: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2013 401k membership
Total participants, beginning-of-year 2013-05-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-05-01 1
Total of all active and inactive participants 2013-05-01 1
Total participants 2013-05-01 1
2012: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2012 401k membership
Total participants, beginning-of-year 2012-05-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-05-01 1
Total of all active and inactive participants 2012-05-01 1
Total participants 2012-05-01 1
2011: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2011 401k membership
Total participants, beginning-of-year 2011-05-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-05-01 1
Total of all active and inactive participants 2011-05-01 1
Total participants 2011-05-01 1
Number of participants with account balances 2011-05-01 1
2010: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2010 401k membership
Total participants, beginning-of-year 2010-05-01 1
Total number of active participants reported on line 7a of the Form 5500 2010-05-01 1
Total of all active and inactive participants 2010-05-01 1
Total participants 2010-05-01 1
Number of participants with account balances 2010-05-01 1
2009: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2009 401k membership
Total participants, beginning-of-year 2009-05-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-05-01 1
Total of all active and inactive participants 2009-05-01 1
Total participants 2009-05-01 1
Number of participants with account balances 2009-05-01 1

Measure	Date	Value
2016: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2016 401k membership
Total participants, beginning-of-year	2016-05-01	1
Total of all active and inactive participants	2016-05-01	0
Total participants	2016-05-01	0
2015: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2015 401k membership
Total participants, beginning-of-year	2015-05-01	1
Total of all active and inactive participants	2015-05-01	0
Total participants	2015-05-01	0
Number of participants with account balances	2015-05-01	1
2014: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2014 401k membership
Total participants, beginning-of-year	2014-05-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-05-01	1
Total of all active and inactive participants	2014-05-01	1
Total participants	2014-05-01	1
2013: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2013 401k membership
Total participants, beginning-of-year	2013-05-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-05-01	1
Total of all active and inactive participants	2013-05-01	1
Total participants	2013-05-01	1
2012: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2012 401k membership
Total participants, beginning-of-year	2012-05-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-05-01	1
Total of all active and inactive participants	2012-05-01	1
Total participants	2012-05-01	1
2011: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2011 401k membership
Total participants, beginning-of-year	2011-05-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-05-01	1
Total of all active and inactive participants	2011-05-01	1
Total participants	2011-05-01	1
Number of participants with account balances	2011-05-01	1
2010: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2010 401k membership
Total participants, beginning-of-year	2010-05-01	1
Total number of active participants reported on line 7a of the Form 5500	2010-05-01	1
Total of all active and inactive participants	2010-05-01	1
Total participants	2010-05-01	1
Number of participants with account balances	2010-05-01	1
2009: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2009 401k membership
Total participants, beginning-of-year	2009-05-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-05-01	1
Total of all active and inactive participants	2009-05-01	1
Total participants	2009-05-01	1
Number of participants with account balances	2009-05-01	1

Financial Data on GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT

Measure	Date	Value
2017 : GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2017 401k financial data
Total income from all sources	2017-04-30	$1,939
Expenses. Total of all expenses incurred	2017-04-30	$24,869
Benefits paid (including direct rollovers)	2017-04-30	$24,869
Total plan assets at end of year	2017-04-30	$0
Total plan assets at beginning of year	2017-04-30	$22,930
Other income received	2017-04-30	$1,939
Net income (gross income less expenses)	2017-04-30	$-22,930
Net plan assets at end of year (total assets less liabilities)	2017-04-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-04-30	$22,930
2016 : GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2016 401k financial data
Total income from all sources	2016-04-30	$32,554
Expenses. Total of all expenses incurred	2016-04-30	$701,561
Benefits paid (including direct rollovers)	2016-04-30	$701,561
Total plan assets at end of year	2016-04-30	$22,930
Total plan assets at beginning of year	2016-04-30	$691,937
Other income received	2016-04-30	$-21,146
Net income (gross income less expenses)	2016-04-30	$-669,007
Net plan assets at end of year (total assets less liabilities)	2016-04-30	$22,930
Net plan assets at beginning of year (total assets less liabilities)	2016-04-30	$691,937
Assets. Value of assets in partnership/joint-venture interests	2016-04-30	$17,158
Total contributions received or receivable from employer(s)	2016-04-30	$53,700
2015 : GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2015 401k financial data
Total income from all sources	2015-04-30	$225,959
Expenses. Total of all expenses incurred	2015-04-30	$3,454,817
Benefits paid (including direct rollovers)	2015-04-30	$3,445,196
Total plan assets at end of year	2015-04-30	$691,937
Total plan assets at beginning of year	2015-04-30	$3,920,795
Expenses. Other expenses not covered elsewhere	2015-04-30	$9,621
Other income received	2015-04-30	$172,759
Net income (gross income less expenses)	2015-04-30	$-3,228,858
Net plan assets at end of year (total assets less liabilities)	2015-04-30	$691,937
Net plan assets at beginning of year (total assets less liabilities)	2015-04-30	$3,920,795
Assets. Value of assets in partnership/joint-venture interests	2015-04-30	$367,801
Total contributions received or receivable from employer(s)	2015-04-30	$53,200
2014 : GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2014 401k financial data
Total income from all sources	2014-04-30	$584,153
Expenses. Total of all expenses incurred	2014-04-30	$123,296
Benefits paid (including direct rollovers)	2014-04-30	$111,000
Total plan assets at end of year	2014-04-30	$3,920,795
Total plan assets at beginning of year	2014-04-30	$3,459,938
Expenses. Other expenses not covered elsewhere	2014-04-30	$12,296
Other income received	2014-04-30	$531,953
Net income (gross income less expenses)	2014-04-30	$460,857
Net plan assets at end of year (total assets less liabilities)	2014-04-30	$3,920,795
Net plan assets at beginning of year (total assets less liabilities)	2014-04-30	$3,459,938
Assets. Value of assets in partnership/joint-venture interests	2014-04-30	$557,391
Total contributions received or receivable from employer(s)	2014-04-30	$52,200
2013 : GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2013 401k financial data
Total income from all sources	2013-04-30	$144,106
Expenses. Total of all expenses incurred	2013-04-30	$408,655
Benefits paid (including direct rollovers)	2013-04-30	$400,000
Total plan assets at end of year	2013-04-30	$3,459,938
Total plan assets at beginning of year	2013-04-30	$3,724,487
Expenses. Other expenses not covered elsewhere	2013-04-30	$8,655
Other income received	2013-04-30	$93,106
Net income (gross income less expenses)	2013-04-30	$-264,549
Net plan assets at end of year (total assets less liabilities)	2013-04-30	$3,459,938
Net plan assets at beginning of year (total assets less liabilities)	2013-04-30	$3,724,487
Assets. Value of assets in partnership/joint-venture interests	2013-04-30	$801,977
Total contributions received or receivable from employer(s)	2013-04-30	$51,000
2012 : GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2012 401k financial data
Total income from all sources	2012-04-30	$-310,472
Expenses. Total of all expenses incurred	2012-04-30	$263,668
Benefits paid (including direct rollovers)	2012-04-30	$250,000
Total plan assets at end of year	2012-04-30	$3,724,487
Total plan assets at beginning of year	2012-04-30	$4,298,627
Expenses. Other expenses not covered elsewhere	2012-04-30	$13,668
Other income received	2012-04-30	$-361,472
Net income (gross income less expenses)	2012-04-30	$-574,140
Net plan assets at end of year (total assets less liabilities)	2012-04-30	$3,724,487
Net plan assets at beginning of year (total assets less liabilities)	2012-04-30	$4,298,627
Assets. Value of assets in partnership/joint-venture interests	2012-04-30	$984,448
Total contributions received or receivable from employer(s)	2012-04-30	$51,000
2011 : GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2011 401k financial data
Total income from all sources	2011-04-30	$731,006
Expenses. Total of all expenses incurred	2011-04-30	$13,185
Total plan assets at end of year	2011-04-30	$4,298,627
Total plan assets at beginning of year	2011-04-30	$3,580,806
Expenses. Other expenses not covered elsewhere	2011-04-30	$13,185
Other income received	2011-04-30	$680,006
Net income (gross income less expenses)	2011-04-30	$717,821
Net plan assets at end of year (total assets less liabilities)	2011-04-30	$4,298,627
Net plan assets at beginning of year (total assets less liabilities)	2011-04-30	$3,580,806
Assets. Value of assets in partnership/joint-venture interests	2011-04-30	$1,055,359
Total contributions received or receivable from employer(s)	2011-04-30	$51,000

Form 5500 Responses for GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT

2016: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2016 form 5500 responses
2016-05-01	Type of plan entity	Single employer plan
2016-05-01	This submission is the final filing	Yes
2016-05-01	Plan funding arrangement – Trust	Yes
2016-05-01	Plan benefit arrangement - Trust	Yes
2015: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2015 form 5500 responses
2015-05-01	Type of plan entity	Single employer plan
2015-05-01	Plan funding arrangement – Trust	Yes
2015-05-01	Plan benefit arrangement - Trust	Yes
2014: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2014 form 5500 responses
2014-05-01	Type of plan entity	Single employer plan
2014-05-01	Plan funding arrangement – Trust	Yes
2014-05-01	Plan benefit arrangement - Trust	Yes
2013: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2013 form 5500 responses
2013-05-01	Type of plan entity	Single employer plan
2013-05-01	Plan funding arrangement – Trust	Yes
2013-05-01	Plan benefit arrangement - Trust	Yes
2012: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2012 form 5500 responses
2012-05-01	Type of plan entity	Single employer plan
2012-05-01	Plan funding arrangement – Trust	Yes
2012-05-01	Plan benefit arrangement - Trust	Yes
2011: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2011 form 5500 responses
2011-05-01	Type of plan entity	Single employer plan
2011-05-01	Plan funding arrangement – Trust	Yes
2011-05-01	Plan benefit arrangement - Trust	Yes
2010: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2010 form 5500 responses
2010-05-01	Type of plan entity	Single employer plan
2010-05-01	Plan funding arrangement – Trust	Yes
2010-05-01	Plan benefit arrangement - Trust	Yes
2009: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST F/B/O ROBERT R. WOTT 2009 form 5500 responses
2009-05-01	Type of plan entity	Single employer plan
2009-05-01	Plan funding arrangement – Trust	Yes
2009-05-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GEORGE BAGLEY AND COMPANY LLC
Employer identification number (EIN):	362245607
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants