BELL & ANDERSON, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BELL & ANDERSON 401K PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for BELL & ANDERSON 401K PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2012: BELL & ANDERSON 401K PROFIT SHARING PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
| 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 | 13 |
| Total participants | 2012-01-01 | 13 |
| 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 | 1 |
| 2011: BELL & ANDERSON 401K PROFIT SHARING PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 3 |
| 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 | 13 |
| Total participants | 2011-01-01 | 13 |
| 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 | 1 |
| 2010: BELL & ANDERSON 401K PROFIT SHARING PLAN & TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
| Total of all active and inactive participants | 2010-01-01 | 14 |
| Total participants | 2010-01-01 | 14 |
| Number of participants with account balances | 2010-01-01 | 13 |
| 2009: BELL & ANDERSON 401K PROFIT SHARING PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 16 |
| Total participants | 2009-01-01 | 16 |
| Number of participants with account balances | 2009-01-01 | 14 |
| Measure | Date | Value |
|---|
| 2012 : BELL & ANDERSON 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $546,544 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $10,920 |
| Total plan assets at end of year | 2012-12-31 | $3,368,500 |
| Total plan assets at beginning of year | 2012-12-31 | $2,832,876 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $94,599 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $10,920 |
| Other income received | 2012-12-31 | $395,781 |
| Net income (gross income less expenses) | 2012-12-31 | $535,624 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,368,500 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,832,876 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $56,164 |
| 2011 : BELL & ANDERSON 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $35,966 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $49,307 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $37,951 |
| Total plan assets at end of year | 2011-12-31 | $2,832,876 |
| Total plan assets at beginning of year | 2011-12-31 | $2,846,217 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $84,591 |
| Other income received | 2011-12-31 | $-100,580 |
| Net income (gross income less expenses) | 2011-12-31 | $-13,341 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,832,876 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,846,217 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $51,955 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $1,795 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $9,561 |
| 2010 : BELL & ANDERSON 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $510,817 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $108,637 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $100,021 |
| Total plan assets at end of year | 2010-12-31 | $2,846,217 |
| Total plan assets at beginning of year | 2010-12-31 | $2,444,037 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Other income received | 2010-12-31 | $373,551 |
| Net income (gross income less expenses) | 2010-12-31 | $402,180 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,846,217 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,444,037 |
| Assets. Value of participant loans | 2010-12-31 | $47,396 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $137,266 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $8,616 |
| 2012: BELL & ANDERSON 401K PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BELL & ANDERSON 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: BELL & ANDERSON 401K PROFIT SHARING PLAN & TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BELL & ANDERSON 401K PROFIT SHARING PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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