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ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN
Plan identification number 001

ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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

ROBERT S. BJEKICH has sponsored the creation of one or more 401k plans.

Company Name:ROBERT S. BJEKICH
Employer identification number (EIN):680230260
NAIC Classification:523120
NAIC Description:Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01ROBERT BJEKICH
0012016-01-01ROBERT BJEKICH
0012015-01-01ROBERT BJEKICH
0012014-01-01ROBERT BJEKICH
0012013-01-01ROBERT BJEKICH
0012012-01-01ROBERT BJEKICH
0012011-01-01ROBERT BJEKICH
0012010-01-01ROBERT BJEKICH2011-08-17

Plan Statistics for ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012

Financial Data on ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-04-30$0
Total plan liabilities at end of year2017-04-30$0
Total plan liabilities at beginning of year2017-04-30$54,897
Total income from all sources2017-04-30$380
Expenses. Total of all expenses incurred2017-04-30$34,084
Benefits paid (including direct rollovers)2017-04-30$34,084
Total plan assets at end of year2017-04-30$0
Total plan assets at beginning of year2017-04-30$88,601
Value of fidelity bond covering the plan2017-04-30$250,000
Total contributions received or receivable from participants2017-04-30$0
Expenses. Other expenses not covered elsewhere2017-04-30$0
Contributions received from other sources (not participants or employers)2017-04-30$0
Other income received2017-04-30$380
Noncash contributions received2017-04-30$0
Net income (gross income less expenses)2017-04-30$-33,704
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$33,704
Total contributions received or receivable from employer(s)2017-04-30$0
Value of certain deemed distributions of participant loans2017-04-30$0
Value of corrective distributions2017-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-04-30$0
2016 : ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$54,897
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$127,999
Expenses. Total of all expenses incurred2016-12-31$1,252,384
Benefits paid (including direct rollovers)2016-12-31$1,250,547
Total plan assets at end of year2016-12-31$88,601
Total plan assets at beginning of year2016-12-31$1,158,089
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$24,000
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$59,749
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-1,124,385
Net plan assets at end of year (total assets less liabilities)2016-12-31$33,704
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,158,089
Assets. Value of assets in partnership/joint-venture interests2016-12-31$0
Assets. Value of real-estate (other than employer real property)2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$44,250
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,837
2015 : ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$45,688
Expenses. Total of all expenses incurred2015-12-31$479
Total plan assets at end of year2015-12-31$1,158,089
Total plan assets at beginning of year2015-12-31$1,112,880
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$25,950
Other income received2015-12-31$-24,615
Net income (gross income less expenses)2015-12-31$45,209
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,158,089
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,112,880
Assets. Value of assets in partnership/joint-venture interests2015-12-31$76,701
Assets. Value of real-estate (other than employer real property)2015-12-31$153,298
Total contributions received or receivable from employer(s)2015-12-31$44,353
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$479
2014 : ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$133,689
Expenses. Total of all expenses incurred2014-12-31$5,534
Total plan assets at end of year2014-12-31$1,112,880
Total plan assets at beginning of year2014-12-31$984,725
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$24,900
Other income received2014-12-31$64,789
Net income (gross income less expenses)2014-12-31$128,155
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,112,880
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$984,725
Assets. Value of real-estate (other than employer real property)2014-12-31$186,714
Total contributions received or receivable from employer(s)2014-12-31$44,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,534
2013 : ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$164,135
Expenses. Total of all expenses incurred2013-12-31$4,107
Total plan assets at end of year2013-12-31$984,725
Total plan assets at beginning of year2013-12-31$824,697
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$17,008
Other income received2013-12-31$103,670
Net income (gross income less expenses)2013-12-31$160,028
Net plan assets at end of year (total assets less liabilities)2013-12-31$984,725
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$824,697
Assets. Value of real-estate (other than employer real property)2013-12-31$162,363
Total contributions received or receivable from employer(s)2013-12-31$43,457
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,107
2012 : ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$99,168
Expenses. Total of all expenses incurred2012-12-31$3,290
Total plan assets at end of year2012-12-31$824,697
Total plan assets at beginning of year2012-12-31$728,819
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$1,210
Other income received2012-12-31$66,678
Net income (gross income less expenses)2012-12-31$95,878
Net plan assets at end of year (total assets less liabilities)2012-12-31$824,697
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$728,819
Assets. Value of real-estate (other than employer real property)2012-12-31$225,392
Total contributions received or receivable from employer(s)2012-12-31$31,280
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,290
2011 : ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$46,667
Expenses. Total of all expenses incurred2011-12-31$88,932
Benefits paid (including direct rollovers)2011-12-31$85,786
Total plan assets at end of year2011-12-31$728,819
Total plan assets at beginning of year2011-12-31$771,084
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$20,962
Other income received2011-12-31$-16,661
Net income (gross income less expenses)2011-12-31$-42,265
Net plan assets at end of year (total assets less liabilities)2011-12-31$728,819
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$771,084
Assets. Value of real-estate (other than employer real property)2011-12-31$220,555
Total contributions received or receivable from employer(s)2011-12-31$42,366
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,146

Form 5500 Responses for ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN

2017: ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT S. BJEKICH 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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