BELL & ANDERSON, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
---|
2023: BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2023 401k membership |
---|
Total participants, beginning-of-year | 2023-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 8 |
Total of all active and inactive participants | 2023-01-01 | 26 |
Total participants | 2023-01-01 | 26 |
Number of participants with account balances | 2023-01-01 | 26 |
2022: BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 9 |
Total of all active and inactive participants | 2022-01-01 | 28 |
Total participants | 2022-01-01 | 28 |
Number of participants with account balances | 2022-01-01 | 28 |
2021: BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 9 |
Total of all active and inactive participants | 2021-01-01 | 28 |
Total participants | 2021-01-01 | 28 |
Number of participants with account balances | 2021-01-01 | 28 |
2020: BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 7 |
Total of all active and inactive participants | 2020-01-01 | 27 |
Total participants | 2020-01-01 | 27 |
Number of participants with account balances | 2020-01-01 | 27 |
2019: BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 6 |
Total of all active and inactive participants | 2019-01-01 | 23 |
Total participants | 2019-01-01 | 23 |
Number of participants with account balances | 2019-01-01 | 23 |
2018: BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 8 |
Total of all active and inactive participants | 2018-01-01 | 22 |
Total participants | 2018-01-01 | 22 |
2017: BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 5 |
Total of all active and inactive participants | 2017-01-01 | 20 |
Total participants | 2017-01-01 | 20 |
2016: BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 17 |
Total participants | 2016-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 14 |
Total participants | 2015-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 4 |
2014: BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 11 |
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 | 12 |
Total participants | 2014-01-01 | 12 |
Number of participants with account balances | 2014-01-01 | 12 |
2013: BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 13 |
Total participants | 2013-01-01 | 13 |
Number of participants with account balances | 2013-01-01 | 11 |
Measure | Date | Value |
---|
2023 : BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data |
---|
Total income from all sources | 2023-12-31 | $3,429,998 |
Expenses. Total of all expenses incurred | 2023-12-31 | $340,364 |
Benefits paid (including direct rollovers) | 2023-12-31 | $310,875 |
Total plan assets at end of year | 2023-12-31 | $14,813,455 |
Total plan assets at beginning of year | 2023-12-31 | $11,723,821 |
Total contributions received or receivable from participants | 2023-12-31 | $281,498 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $6,692 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $9,474 |
Other income received | 2023-12-31 | $3,088,854 |
Net income (gross income less expenses) | 2023-12-31 | $3,089,634 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $14,813,455 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $11,723,821 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $59,646 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $20,015 |
2022 : BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
---|
Total income from all sources | 2022-12-31 | $-2,767,912 |
Expenses. Total of all expenses incurred | 2022-12-31 | $353,631 |
Benefits paid (including direct rollovers) | 2022-12-31 | $329,671 |
Total plan assets at end of year | 2022-12-31 | $11,723,821 |
Total plan assets at beginning of year | 2022-12-31 | $14,845,364 |
Total contributions received or receivable from participants | 2022-12-31 | $230,495 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $9,047 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $3,656 |
Other income received | 2022-12-31 | $-3,078,673 |
Net income (gross income less expenses) | 2022-12-31 | $-3,121,543 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $11,723,821 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $14,845,364 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $80,266 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $20,304 |
2021 : BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
---|
Total income from all sources | 2021-12-31 | $3,715,158 |
Expenses. Total of all expenses incurred | 2021-12-31 | $234,826 |
Benefits paid (including direct rollovers) | 2021-12-31 | $210,422 |
Total plan assets at end of year | 2021-12-31 | $14,845,364 |
Total plan assets at beginning of year | 2021-12-31 | $11,365,032 |
Total contributions received or receivable from participants | 2021-12-31 | $156,964 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $4,053 |
Other income received | 2021-12-31 | $3,484,924 |
Net income (gross income less expenses) | 2021-12-31 | $3,480,332 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $14,845,364 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $11,365,032 |
Assets. Value of participant loans | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $73,270 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $20,351 |
2020 : BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
---|
Total income from all sources | 2020-12-31 | $2,095,467 |
Expenses. Total of all expenses incurred | 2020-12-31 | $16,704 |
Benefits paid (including direct rollovers) | 2020-12-31 | $758 |
Total plan assets at end of year | 2020-12-31 | $11,365,032 |
Total plan assets at beginning of year | 2020-12-31 | $9,286,269 |
Total contributions received or receivable from participants | 2020-12-31 | $166,721 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $1,767 |
Other income received | 2020-12-31 | $1,859,362 |
Net income (gross income less expenses) | 2020-12-31 | $2,078,763 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $11,365,032 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,286,269 |
Assets. Value of participant loans | 2020-12-31 | $2,334 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $69,384 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $14,179 |
2019 : BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
---|
Total income from all sources | 2019-12-31 | $2,453,178 |
Expenses. Total of all expenses incurred | 2019-12-31 | $152,148 |
Benefits paid (including direct rollovers) | 2019-12-31 | $133,006 |
Total plan assets at end of year | 2019-12-31 | $9,286,269 |
Total plan assets at beginning of year | 2019-12-31 | $6,985,239 |
Total contributions received or receivable from participants | 2019-12-31 | $189,162 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $3,099 |
Other income received | 2019-12-31 | $2,199,784 |
Net income (gross income less expenses) | 2019-12-31 | $2,301,030 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $9,286,269 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,985,239 |
Assets. Value of participant loans | 2019-12-31 | $704 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $64,232 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $16,043 |
2018 : BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
---|
Total income from all sources | 2018-12-31 | $-66,009 |
Expenses. Total of all expenses incurred | 2018-12-31 | $155,649 |
Benefits paid (including direct rollovers) | 2018-12-31 | $134,424 |
Total plan assets at end of year | 2018-12-31 | $6,985,239 |
Total plan assets at beginning of year | 2018-12-31 | $7,206,897 |
Total contributions received or receivable from participants | 2018-12-31 | $196,541 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $2,169 |
Other income received | 2018-12-31 | $-318,948 |
Net income (gross income less expenses) | 2018-12-31 | $-221,658 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $6,985,239 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,206,897 |
Assets. Value of participant loans | 2018-12-31 | $2,407 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $56,398 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $2,124 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $16,932 |
2017 : BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $1,704,974 |
Expenses. Total of all expenses incurred | 2017-12-31 | $192,872 |
Benefits paid (including direct rollovers) | 2017-12-31 | $155,448 |
Total plan assets at end of year | 2017-12-31 | $7,206,897 |
Total plan assets at beginning of year | 2017-12-31 | $5,694,795 |
Total contributions received or receivable from participants | 2017-12-31 | $241,083 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $22,265 |
Other income received | 2017-12-31 | $1,405,030 |
Net income (gross income less expenses) | 2017-12-31 | $1,512,102 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $7,206,897 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,694,795 |
Assets. Value of participant loans | 2017-12-31 | $5,783 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $58,861 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $15,159 |
2016 : BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $846,830 |
Expenses. Total of all expenses incurred | 2016-12-31 | $19,437 |
Benefits paid (including direct rollovers) | 2016-12-31 | $4,823 |
Total plan assets at end of year | 2016-12-31 | $5,694,795 |
Total plan assets at beginning of year | 2016-12-31 | $4,867,402 |
Total contributions received or receivable from participants | 2016-12-31 | $270,173 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $1,329 |
Other income received | 2016-12-31 | $472,218 |
Net income (gross income less expenses) | 2016-12-31 | $827,393 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,694,795 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,867,402 |
Assets. Value of participant loans | 2016-12-31 | $5,348 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $104,439 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $13,285 |
2015 : BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $96,073 |
Expenses. Total of all expenses incurred | 2015-12-31 | $45,512 |
Benefits paid (including direct rollovers) | 2015-12-31 | $29,805 |
Total plan assets at end of year | 2015-12-31 | $4,867,402 |
Total plan assets at beginning of year | 2015-12-31 | $4,816,841 |
Total contributions received or receivable from participants | 2015-12-31 | $166,968 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $1,634 |
Other income received | 2015-12-31 | $-114,640 |
Net income (gross income less expenses) | 2015-12-31 | $50,561 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,867,402 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,816,841 |
Assets. Value of participant loans | 2015-12-31 | $8,000 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $43,745 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $14,073 |
2014 : BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $623,693 |
Expenses. Total of all expenses incurred | 2014-12-31 | $101,620 |
Benefits paid (including direct rollovers) | 2014-12-31 | $86,309 |
Total plan assets at end of year | 2014-12-31 | $4,816,841 |
Total plan assets at beginning of year | 2014-12-31 | $4,294,768 |
Total contributions received or receivable from participants | 2014-12-31 | $156,203 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $15,311 |
Other income received | 2014-12-31 | $419,084 |
Net income (gross income less expenses) | 2014-12-31 | $522,073 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,816,841 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,294,768 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $48,406 |
2013 : BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $968,854 |
Expenses. Total of all expenses incurred | 2013-12-31 | $42,586 |
Benefits paid (including direct rollovers) | 2013-12-31 | $21,723 |
Total plan assets at end of year | 2013-12-31 | $4,294,768 |
Total plan assets at beginning of year | 2013-12-31 | $3,368,500 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $98,907 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $18,437 |
Other income received | 2013-12-31 | $814,178 |
Net income (gross income less expenses) | 2013-12-31 | $926,268 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,294,768 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,368,500 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $55,769 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $2,426 |