401k Plan data: BRADLEY ASSOCIATES 401(K) PLAN plan

BRADLEY ASSOCIATES 401(K) PLAN 401k Plan overview

Plan Name	BRADLEY ASSOCIATES 401(K) PLAN
Plan identification number	001

BRADLEY ASSOCIATES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

BRADLEY ASSOCIATES LIMITED PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name: BRADLEY ASSOCIATES LIMITED PARTNERSHIP

Employer identification number (EIN): 363642180

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRADLEY ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 JANET ENGELEN
001 2012-01-01 SHERWIN JAROL
001 2011-01-01 SHERWIN JAROL
001 2009-01-01 SHERWIN JAROL

Plan id#	Filing Submission Date	Name of Administrator
001	2013-01-01	JANET ENGELEN
001	2012-01-01	SHERWIN JAROL
001	2011-01-01	SHERWIN JAROL
001	2009-01-01	SHERWIN JAROL

Plan Statistics for BRADLEY ASSOCIATES 401(K) PLAN

401k plan membership statisitcs for BRADLEY ASSOCIATES 401(K) PLAN

Measure Date Value
2013: BRADLEY ASSOCIATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BRADLEY ASSOCIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
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 0
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BRADLEY ASSOCIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
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 0
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BRADLEY ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
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 0
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: BRADLEY ASSOCIATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BRADLEY ASSOCIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
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	0
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BRADLEY ASSOCIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
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	0
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BRADLEY ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
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	0
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BRADLEY ASSOCIATES 401(K) PLAN

Measure	Date	Value
2013 : BRADLEY ASSOCIATES 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$406,075
Expenses. Total of all expenses incurred	2013-12-31	$500,329
Benefits paid (including direct rollovers)	2013-12-31	$500,000
Total plan assets at end of year	2013-12-31	$1,528,454
Total plan assets at beginning of year	2013-12-31	$1,622,708
Value of fidelity bond covering the plan	2013-12-31	$120,000
Total contributions received or receivable from participants	2013-12-31	$118,009
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$257,216
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-94,254
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,528,454
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,622,708
Total contributions received or receivable from employer(s)	2013-12-31	$30,850
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$329
2012 : BRADLEY ASSOCIATES 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$287,415
Expenses. Total of all expenses incurred	2012-12-31	$300
Total plan assets at end of year	2012-12-31	$1,622,708
Total plan assets at beginning of year	2012-12-31	$1,335,593
Value of fidelity bond covering the plan	2012-12-31	$120,000
Total contributions received or receivable from participants	2012-12-31	$112,612
Other income received	2012-12-31	$144,073
Net income (gross income less expenses)	2012-12-31	$287,115
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,622,708
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,335,593
Total contributions received or receivable from employer(s)	2012-12-31	$30,730
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$300
2011 : BRADLEY ASSOCIATES 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$140,318
Expenses. Total of all expenses incurred	2011-12-31	$300
Total plan assets at end of year	2011-12-31	$1,335,593
Total plan assets at beginning of year	2011-12-31	$1,195,575
Value of fidelity bond covering the plan	2011-12-31	$120,000
Total contributions received or receivable from participants	2011-12-31	$109,011
Other income received	2011-12-31	$1,705
Net income (gross income less expenses)	2011-12-31	$140,018
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,335,593
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,195,575
Total contributions received or receivable from employer(s)	2011-12-31	$29,602
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$300
2010 : BRADLEY ASSOCIATES 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$256,645
Expenses. Total of all expenses incurred	2010-12-31	$319
Total plan assets at end of year	2010-12-31	$1,195,575
Total plan assets at beginning of year	2010-12-31	$939,249
Value of fidelity bond covering the plan	2010-12-31	$120,000
Total contributions received or receivable from participants	2010-12-31	$111,219
Other income received	2010-12-31	$116,326
Net income (gross income less expenses)	2010-12-31	$256,326
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,195,575
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$939,249
Total contributions received or receivable from employer(s)	2010-12-31	$29,100
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$319

Form 5500 Responses for BRADLEY ASSOCIATES 401(K) PLAN

2013: BRADLEY ASSOCIATES 401(K) 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: BRADLEY ASSOCIATES 401(K) 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: BRADLEY ASSOCIATES 401(K) 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BRADLEY ASSOCIATES 401(K) PLAN 2009 form 5500 responses
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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BRADLEY ASSOCIATES LIMITED PARTNERSHIP
Employer identification number (EIN):	363642180
NAIC Classification:	531310