401k Plan data: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN plan

ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN
Plan identification number	002

ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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 DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 ROBERT BJEKICH
002 2016-01-01 ROBERT BJEKICH
002 2015-01-01 ROBERT BJEKICH
002 2014-01-01 ROBERT BJEKICH
002 2013-01-01 ROBERT BJEKICH
002 2012-01-01 ROBERT BJEKICH
002 2011-01-01 ROBERT BJEKICH
002 2010-01-01 ROBERT BJEKICH 2011-07-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2017-01-01	ROBERT BJEKICH
002	2016-01-01	ROBERT BJEKICH
002	2015-01-01	ROBERT BJEKICH
002	2014-01-01	ROBERT BJEKICH
002	2013-01-01	ROBERT BJEKICH
002	2012-01-01	ROBERT BJEKICH
002	2011-01-01	ROBERT BJEKICH
002	2010-01-01	ROBERT BJEKICH	2011-07-12

Plan Statistics for ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-11-30 1,198,974
Acturial value of plan assets 2017-11-30 1,198,974
Funding target for retired participants and beneficiaries receiving payment 2017-11-30 0
Number of terminated vested participants 2017-11-30 0
Fundng target for terminated vested participants 2017-11-30 0
Active participant vested funding target 2017-11-30 1,194,711
Number of active participants 2017-11-30 1
Total funding liabilities for active participants 2017-11-30 1,194,711
Total participant count 2017-11-30 1
Total funding target for all participants 2017-11-30 1,194,711
Balance at beginning of prior year after applicable adjustments 2017-11-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-11-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-11-30 0
Prefunding balanced used to offset prior years funding requirement 2017-11-30 0
Amount remaining of carryover balance 2017-11-30 0
Amount remaining of prefunding balance 2017-11-30 0
Present value of excess contributions 2017-11-30 2,434
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-11-30 2,574
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-11-30 0
Reductions in caryover balances due to elections or deemed elections 2017-11-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-11-30 0
Balance of carryovers at beginning of current year 2017-11-30 0
Balance of prefunding at beginning of current year 2017-11-30 0
Total employer contributions 2017-11-30 0
Total employee contributions 2017-11-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-11-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-11-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-11-30 0
Unpaid minimum required contributions for all prior years 2017-11-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-11-30 0
Remaining amount of unpaid minimum required contributions 2017-11-30 0
Minimum required contributions for current year target normal cost 2017-11-30 0
Net shortfall amortization installment of oustanding balance 2017-11-30 0
Waiver amortization installment 2017-11-30 0
Waived amount of outstanding balance 2017-11-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-11-30 0
Carryover balance elected to use to offset funding requirement 2017-11-30 0
Prefunding balance elected to use to offset funding requirement 2017-11-30 0
Additional cash requirement 2017-11-30 0
Contributions allocatedtoward minimum required contributions for current year 2017-11-30 0
Unpaid minimum required contributions for current year 2017-11-30 0
Unpaid minimum required contributions for all years 2017-11-30 0
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,038,583
Acturial value of plan assets 2016-12-31 1,038,583
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 8,389
Active participant vested funding target 2016-12-31 932,622
Number of active participants 2016-12-31 1
Total funding liabilities for active participants 2016-12-31 932,622
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 941,011
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 101,244
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 107,015
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 103,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 101,741
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 196,879
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 99,307
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 99,307
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 101,741
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
2013: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Total of all active and inactive participants 2011-01-01 1
Total participants 2011-01-01 1

Measure	Date	Value
2017: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-11-30	1,198,974
Acturial value of plan assets	2017-11-30	1,198,974
Funding target for retired participants and beneficiaries receiving payment	2017-11-30	0
Number of terminated vested participants	2017-11-30	0
Fundng target for terminated vested participants	2017-11-30	0
Active participant vested funding target	2017-11-30	1,194,711
Number of active participants	2017-11-30	1
Total funding liabilities for active participants	2017-11-30	1,194,711
Total participant count	2017-11-30	1
Total funding target for all participants	2017-11-30	1,194,711
Balance at beginning of prior year after applicable adjustments	2017-11-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-11-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-11-30	0
Prefunding balanced used to offset prior years funding requirement	2017-11-30	0
Amount remaining of carryover balance	2017-11-30	0
Amount remaining of prefunding balance	2017-11-30	0
Present value of excess contributions	2017-11-30	2,434
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-11-30	2,574
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-11-30	0
Reductions in caryover balances due to elections or deemed elections	2017-11-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-11-30	0
Balance of carryovers at beginning of current year	2017-11-30	0
Balance of prefunding at beginning of current year	2017-11-30	0
Total employer contributions	2017-11-30	0
Total employee contributions	2017-11-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-11-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-11-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-11-30	0
Unpaid minimum required contributions for all prior years	2017-11-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-11-30	0
Remaining amount of unpaid minimum required contributions	2017-11-30	0
Minimum required contributions for current year target normal cost	2017-11-30	0
Net shortfall amortization installment of oustanding balance	2017-11-30	0
Waiver amortization installment	2017-11-30	0
Waived amount of outstanding balance	2017-11-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-11-30	0
Carryover balance elected to use to offset funding requirement	2017-11-30	0
Prefunding balance elected to use to offset funding requirement	2017-11-30	0
Additional cash requirement	2017-11-30	0
Contributions allocatedtoward minimum required contributions for current year	2017-11-30	0
Unpaid minimum required contributions for current year	2017-11-30	0
Unpaid minimum required contributions for all years	2017-11-30	0
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,038,583
Acturial value of plan assets	2016-12-31	1,038,583
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	8,389
Active participant vested funding target	2016-12-31	932,622
Number of active participants	2016-12-31	1
Total funding liabilities for active participants	2016-12-31	932,622
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	941,011
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	101,244
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	107,015
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	103,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	101,741
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	196,879
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	99,307
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	99,307
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	101,741
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
2013: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Total of all active and inactive participants	2011-01-01	1
Total participants	2011-01-01	1

Financial Data on ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2017 : ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-11-30	$0
Total plan liabilities at beginning of year	2017-11-30	$0
Total income from all sources	2017-11-30	$67,972
Expenses. Total of all expenses incurred	2017-11-30	$1,266,946
Benefits paid (including direct rollovers)	2017-11-30	$1,262,610
Total plan assets at end of year	2017-11-30	$0
Total plan assets at beginning of year	2017-11-30	$1,198,974
Value of fidelity bond covering the plan	2017-11-30	$300,000
Other income received	2017-11-30	$67,972
Net income (gross income less expenses)	2017-11-30	$-1,198,974
Net plan assets at end of year (total assets less liabilities)	2017-11-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-11-30	$1,198,974
Assets. Value of real-estate (other than employer real property)	2017-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-11-30	$4,336
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-11-30	$0
2016 : ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total income from all sources	2016-12-31	$181,670
Expenses. Total of all expenses incurred	2016-12-31	$21,549
Benefits paid (including direct rollovers)	2016-12-31	$14,891
Total plan assets at end of year	2016-12-31	$1,198,974
Total plan assets at beginning of year	2016-12-31	$1,038,853
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$78,670
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$160,121
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,198,974
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,038,853
Assets. Value of real-estate (other than employer real property)	2016-12-31	$163,047
Total contributions received or receivable from employer(s)	2016-12-31	$103,000
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$6,658
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$79,342
Expenses. Total of all expenses incurred	2015-12-31	$6,119
Total plan assets at end of year	2015-12-31	$1,038,853
Total plan assets at beginning of year	2015-12-31	$965,630
Value of fidelity bond covering the plan	2015-12-31	$300,000
Other income received	2015-12-31	$-23,658
Net income (gross income less expenses)	2015-12-31	$73,223
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,038,853
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$965,630
Assets. Value of real-estate (other than employer real property)	2015-12-31	$134,406
Total contributions received or receivable from employer(s)	2015-12-31	$103,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$6,119
2014 : ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$197,455
Expenses. Total of all expenses incurred	2014-12-31	$5,238
Total plan assets at end of year	2014-12-31	$965,630
Total plan assets at beginning of year	2014-12-31	$773,413
Value of fidelity bond covering the plan	2014-12-31	$300,000
Other income received	2014-12-31	$47,455
Net income (gross income less expenses)	2014-12-31	$192,217
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$965,630
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$773,413
Assets. Value of real-estate (other than employer real property)	2014-12-31	$167,108
Total contributions received or receivable from employer(s)	2014-12-31	$150,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,238
2013 : ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$229,140
Expenses. Total of all expenses incurred	2013-12-31	$3,514
Total plan assets at end of year	2013-12-31	$773,413
Total plan assets at beginning of year	2013-12-31	$547,787
Value of fidelity bond covering the plan	2013-12-31	$150,000
Other income received	2013-12-31	$82,140
Net income (gross income less expenses)	2013-12-31	$225,626
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$773,413
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$547,787
Assets. Value of real-estate (other than employer real property)	2013-12-31	$164,600
Total contributions received or receivable from employer(s)	2013-12-31	$147,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,514
2012 : ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$162,101
Expenses. Total of all expenses incurred	2012-12-31	$2,510
Total plan assets at end of year	2012-12-31	$547,787
Total plan assets at beginning of year	2012-12-31	$388,196
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Other income received	2012-12-31	$37,881
Net income (gross income less expenses)	2012-12-31	$159,591
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$547,787
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$388,196
Assets. Value of real-estate (other than employer real property)	2012-12-31	$92,548
Total contributions received or receivable from employer(s)	2012-12-31	$124,220
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,510
2011 : ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$112,055
Expenses. Total of all expenses incurred	2011-12-31	$46,050
Benefits paid (including direct rollovers)	2011-12-31	$43,947
Total plan assets at end of year	2011-12-31	$388,196
Total plan assets at beginning of year	2011-12-31	$322,191
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Other income received	2011-12-31	$-2,945
Net income (gross income less expenses)	2011-12-31	$66,005
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$388,196
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$322,191
Assets. Value of real-estate (other than employer real property)	2011-12-31	$90,950
Total contributions received or receivable from employer(s)	2011-12-31	$115,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,103

Form 5500 Responses for ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN

2017: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 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: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 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

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