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JOSEPH F. BECKER, INC. PENSION PLAN 401k Plan overview

Plan NameJOSEPH F. BECKER, INC. PENSION PLAN
Plan identification number 001

JOSEPH F. BECKER, INC. PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JOSEPH F. BECKER, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH F. BECKER, INC.
Employer identification number (EIN):370790726
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH F. BECKER, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BARB VONALST2023-11-15 BARB VONALST2023-11-15
0012021-03-01BARB VONALST2022-11-15 BARB VONALST2022-11-15
0012020-03-01BARB VONALST2021-11-15 BARB VONALST2021-11-15
0012019-03-01BARB VONALST2020-11-16 BARB VONALST2020-11-16
0012018-03-01BARB VONALST2019-11-06 BARB VONALST2019-11-06
0012017-03-01BARB VONALST2018-11-15 BARB VONALST2018-11-15
0012016-03-01BARB VONALST2017-11-15 BARB VONALST2017-11-15
0012015-03-01BARB VONALST2016-11-15 BARB VONALST2016-11-15
0012014-03-01BARB VONALST BARB VONALST2015-11-16
0012013-03-01BARB VONALST2014-11-17
0012012-03-01BARB VONALST
0012011-01-01BARB VONALST
0012010-03-01BARB VONALST BARB VONALST2011-10-31
0012009-03-01 BARB VONALST2010-11-12
0012009-03-01BARB VONALST

Plan Statistics for JOSEPH F. BECKER, INC. PENSION PLAN

401k plan membership statisitcs for JOSEPH F. BECKER, INC. PENSION PLAN

Measure Date Value
2014: JOSEPH F. BECKER, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-015
Total number of active participants reported on line 7a of the Form 55002014-03-015
Total of all active and inactive participants2014-03-015
Total participants2014-03-015
Number of participants with account balances2014-03-015
2012: JOSEPH F. BECKER, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-016
Total number of active participants reported on line 7a of the Form 55002012-03-015
Total of all active and inactive participants2012-03-015
Total participants2012-03-015
2011: JOSEPH F. BECKER, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
2010: JOSEPH F. BECKER, INC. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-03-016
Total number of active participants reported on line 7a of the Form 55002010-03-016
Total of all active and inactive participants2010-03-016
Total participants2010-03-016
Number of participants with account balances2010-03-016
2009: JOSEPH F. BECKER, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-016
Total number of active participants reported on line 7a of the Form 55002009-03-016
Number of retired or separated participants receiving benefits2009-03-010
Number of other retired or separated participants entitled to future benefits2009-03-010
Total of all active and inactive participants2009-03-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-010
Total participants2009-03-016
Number of participants with account balances2009-03-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-010

Financial Data on JOSEPH F. BECKER, INC. PENSION PLAN

Measure Date Value
2015 : JOSEPH F. BECKER, INC. PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year2015-02-28$0
Total plan liabilities at beginning of year2015-02-28$0
Total income from all sources2015-02-28$-258,692
Expenses. Total of all expenses incurred2015-02-28$15,000
Benefits paid (including direct rollovers)2015-02-28$15,000
Total plan assets at end of year2015-02-28$4,259,524
Total plan assets at beginning of year2015-02-28$4,533,216
Value of fidelity bond covering the plan2015-02-28$4,260,000
Other income received2015-02-28$-297,421
Net income (gross income less expenses)2015-02-28$-273,692
Net plan assets at end of year (total assets less liabilities)2015-02-28$4,259,524
Net plan assets at beginning of year (total assets less liabilities)2015-02-28$4,533,216
Total contributions received or receivable from employer(s)2015-02-28$38,729
2013 : JOSEPH F. BECKER, INC. PENSION PLAN 2013 401k financial data
Total income from all sources2013-02-28$147,599
Expenses. Total of all expenses incurred2013-02-28$1,092,271
Benefits paid (including direct rollovers)2013-02-28$1,092,271
Total plan assets at end of year2013-02-28$3,432,836
Total plan assets at beginning of year2013-02-28$4,377,508
Value of fidelity bond covering the plan2013-02-28$345,000
Other income received2013-02-28$78,785
Net income (gross income less expenses)2013-02-28$-944,672
Net plan assets at end of year (total assets less liabilities)2013-02-28$3,432,836
Net plan assets at beginning of year (total assets less liabilities)2013-02-28$4,377,508
Total contributions received or receivable from employer(s)2013-02-28$68,814
2011 : JOSEPH F. BECKER, INC. PENSION PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$20,869
Total plan assets at end of year2011-12-31$4,377,508
Total plan assets at beginning of year2011-12-31$4,356,639
Value of fidelity bond covering the plan2011-12-31$4,000,000
Other income received2011-12-31$-11,698
Net income (gross income less expenses)2011-12-31$20,869
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,377,508
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,356,639
Total contributions received or receivable from employer(s)2011-12-31$32,567
Total income from all sources2011-02-28$659,360
Total plan assets at end of year2011-02-28$4,356,639
Total plan assets at beginning of year2011-02-28$3,697,279
Value of fidelity bond covering the plan2011-02-28$4,000,000
Other income received2011-02-28$609,231
Net income (gross income less expenses)2011-02-28$659,360
Net plan assets at end of year (total assets less liabilities)2011-02-28$4,356,639
Net plan assets at beginning of year (total assets less liabilities)2011-02-28$3,697,279
Total contributions received or receivable from employer(s)2011-02-28$50,129

Form 5500 Responses for JOSEPH F. BECKER, INC. PENSION PLAN

2014: JOSEPH F. BECKER, INC. PENSION PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement - TrustYes
2012: JOSEPH F. BECKER, INC. PENSION PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement - TrustYes
2011: JOSEPH F. BECKER, INC. PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOSEPH F. BECKER, INC. PENSION PLAN 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Submission has been amendedNo
2010-03-01This submission is the final filingNo
2010-03-01This return/report is a short plan year return/report (less than 12 months)No
2010-03-01Plan is a collectively bargained planNo
2010-03-01Plan funding arrangement – TrustYes
2010-03-01Plan benefit arrangement - TrustYes
2009: JOSEPH F. BECKER, INC. PENSION PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement - TrustYes

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