DANIEL BELLIN & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DANIEL BELLIN & ASSOCIATES PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for DANIEL BELLIN & ASSOCIATES PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2015: DANIEL BELLIN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 0 |
| Number of retired or separated participants receiving benefits | 2015-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 1 |
| Total of all active and inactive participants | 2015-11-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-11-01 | 1 |
| Total participants | 2015-11-01 | 2 |
| Number of participants with account balances | 2015-11-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-11-01 | 0 |
| 2014: DANIEL BELLIN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 0 |
| Number of retired or separated participants receiving benefits | 2014-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 1 |
| Total of all active and inactive participants | 2014-11-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-11-01 | 1 |
| Total participants | 2014-11-01 | 2 |
| Number of participants with account balances | 2014-11-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-11-01 | 0 |
| 2013: DANIEL BELLIN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 0 |
| Number of retired or separated participants receiving benefits | 2013-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 1 |
| Total of all active and inactive participants | 2013-11-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-11-01 | 1 |
| Total participants | 2013-11-01 | 2 |
| Number of participants with account balances | 2013-11-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-11-01 | 0 |
| 2012: DANIEL BELLIN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 0 |
| Number of retired or separated participants receiving benefits | 2012-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-11-01 | 2 |
| Total of all active and inactive participants | 2012-11-01 | 2 |
| Total participants | 2012-11-01 | 2 |
| Number of participants with account balances | 2012-11-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-11-01 | 0 |
| 2011: DANIEL BELLIN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 0 |
| Number of retired or separated participants receiving benefits | 2011-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-11-01 | 2 |
| Total of all active and inactive participants | 2011-11-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-11-01 | 0 |
| Total participants | 2011-11-01 | 2 |
| Number of participants with account balances | 2011-11-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-11-01 | 0 |
| 2009: DANIEL BELLIN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 0 |
| Number of retired or separated participants receiving benefits | 2009-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 2 |
| Total of all active and inactive participants | 2009-11-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-01 | 0 |
| Total participants | 2009-11-01 | 2 |
| Number of participants with account balances | 2009-11-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 0 |
| Measure | Date | Value |
|---|
| 2016 : DANIEL BELLIN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-10-31 | $0 |
| Total plan liabilities at end of year | 2016-10-31 | $0 |
| Total plan liabilities at beginning of year | 2016-10-31 | $0 |
| Total income from all sources | 2016-10-31 | $35,044 |
| Expenses. Total of all expenses incurred | 2016-10-31 | $0 |
| Benefits paid (including direct rollovers) | 2016-10-31 | $0 |
| Total plan assets at end of year | 2016-10-31 | $524,761 |
| Total plan assets at beginning of year | 2016-10-31 | $489,717 |
| Value of fidelity bond covering the plan | 2016-10-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-10-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-10-31 | $0 |
| Other income received | 2016-10-31 | $35,044 |
| Noncash contributions received | 2016-10-31 | $0 |
| Net income (gross income less expenses) | 2016-10-31 | $35,044 |
| Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $524,761 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $489,717 |
| Assets. Value of participant loans | 2016-10-31 | $90,888 |
| Assets. Value of real-estate (other than employer real property) | 2016-10-31 | $304,870 |
| Total contributions received or receivable from employer(s) | 2016-10-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-10-31 | $0 |
| Value of corrective distributions | 2016-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-10-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-10-31 | $0 |
| 2015 : DANIEL BELLIN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-10-31 | $0 |
| Total plan liabilities at beginning of year | 2015-10-31 | $0 |
| Total income from all sources | 2015-10-31 | $19,585 |
| Expenses. Total of all expenses incurred | 2015-10-31 | $4,590 |
| Benefits paid (including direct rollovers) | 2015-10-31 | $0 |
| Total plan assets at end of year | 2015-10-31 | $489,717 |
| Total plan assets at beginning of year | 2015-10-31 | $474,722 |
| Value of fidelity bond covering the plan | 2015-10-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-10-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-10-31 | $90 |
| Contributions received from other sources (not participants or employers) | 2015-10-31 | $0 |
| Other income received | 2015-10-31 | $19,585 |
| Noncash contributions received | 2015-10-31 | $0 |
| Net income (gross income less expenses) | 2015-10-31 | $14,995 |
| Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $489,717 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $474,722 |
| Assets. Value of participant loans | 2015-10-31 | $88,027 |
| Assets. Value of real-estate (other than employer real property) | 2015-10-31 | $304,870 |
| Total contributions received or receivable from employer(s) | 2015-10-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-10-31 | $0 |
| Value of corrective distributions | 2015-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-10-31 | $4,500 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-10-31 | $0 |
| 2014 : DANIEL BELLIN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-10-31 | $0 |
| Total plan liabilities at end of year | 2014-10-31 | $0 |
| Total plan liabilities at beginning of year | 2014-10-31 | $0 |
| Total income from all sources | 2014-10-31 | $-103,752 |
| Expenses. Total of all expenses incurred | 2014-10-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-10-31 | $0 |
| Total plan assets at end of year | 2014-10-31 | $474,722 |
| Total plan assets at beginning of year | 2014-10-31 | $578,474 |
| Value of fidelity bond covering the plan | 2014-10-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-10-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-10-31 | $0 |
| Other income received | 2014-10-31 | $-103,752 |
| Noncash contributions received | 2014-10-31 | $0 |
| Net income (gross income less expenses) | 2014-10-31 | $-103,752 |
| Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $474,722 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $578,474 |
| Assets. Value of participant loans | 2014-10-31 | $85,256 |
| Assets. Value of real-estate (other than employer real property) | 2014-10-31 | $315,665 |
| Total contributions received or receivable from employer(s) | 2014-10-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-10-31 | $0 |
| Value of corrective distributions | 2014-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-10-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-10-31 | $0 |
| 2013 : DANIEL BELLIN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-10-31 | $0 |
| Total plan liabilities at end of year | 2013-10-31 | $0 |
| Total plan liabilities at beginning of year | 2013-10-31 | $0 |
| Total income from all sources | 2013-10-31 | $7,263 |
| Expenses. Total of all expenses incurred | 2013-10-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-10-31 | $0 |
| Total plan assets at end of year | 2013-10-31 | $578,474 |
| Total plan assets at beginning of year | 2013-10-31 | $571,211 |
| Value of fidelity bond covering the plan | 2013-10-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-10-31 | $0 |
| Assets. Value of loans (other than to participants) | 2013-10-31 | $50,640 |
| Expenses. Other expenses not covered elsewhere | 2013-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-10-31 | $0 |
| Other income received | 2013-10-31 | $7,263 |
| Noncash contributions received | 2013-10-31 | $0 |
| Net income (gross income less expenses) | 2013-10-31 | $7,263 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $578,474 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $571,211 |
| Assets. Value of participant loans | 2013-10-31 | $82,573 |
| Assets. Value of real-estate (other than employer real property) | 2013-10-31 | $375,000 |
| Total contributions received or receivable from employer(s) | 2013-10-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-10-31 | $0 |
| Value of corrective distributions | 2013-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-10-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-10-31 | $0 |
| 2012 : DANIEL BELLIN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-10-31 | $0 |
| Total plan liabilities at end of year | 2012-10-31 | $0 |
| Total plan liabilities at beginning of year | 2012-10-31 | $0 |
| Total income from all sources | 2012-10-31 | $14,723 |
| Expenses. Total of all expenses incurred | 2012-10-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-10-31 | $0 |
| Total plan assets at end of year | 2012-10-31 | $571,211 |
| Total plan assets at beginning of year | 2012-10-31 | $556,488 |
| Value of fidelity bond covering the plan | 2012-10-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-10-31 | $0 |
| Assets. Value of loans (other than to participants) | 2012-10-31 | $50,640 |
| Expenses. Other expenses not covered elsewhere | 2012-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-10-31 | $0 |
| Other income received | 2012-10-31 | $14,723 |
| Noncash contributions received | 2012-10-31 | $0 |
| Net income (gross income less expenses) | 2012-10-31 | $14,723 |
| Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $571,211 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $556,488 |
| Assets. Value of participant loans | 2012-10-31 | $79,974 |
| Assets. Value of real-estate (other than employer real property) | 2012-10-31 | $375,000 |
| Total contributions received or receivable from employer(s) | 2012-10-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-10-31 | $0 |
| Value of corrective distributions | 2012-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-10-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-10-31 | $0 |
| 2011 : DANIEL BELLIN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-10-31 | $0 |
| Total plan liabilities at beginning of year | 2011-10-31 | $0 |
| Total income from all sources | 2011-10-31 | $3,700 |
| Expenses. Total of all expenses incurred | 2011-10-31 | $1,858 |
| Benefits paid (including direct rollovers) | 2011-10-31 | $0 |
| Total plan assets at end of year | 2011-10-31 | $556,488 |
| Total plan assets at beginning of year | 2011-10-31 | $554,646 |
| Value of fidelity bond covering the plan | 2011-10-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-10-31 | $0 |
| Assets. Value of loans (other than to participants) | 2011-10-31 | $60,000 |
| Expenses. Other expenses not covered elsewhere | 2011-10-31 | $1,858 |
| Contributions received from other sources (not participants or employers) | 2011-10-31 | $0 |
| Other income received | 2011-10-31 | $3,700 |
| Noncash contributions received | 2011-10-31 | $0 |
| Net income (gross income less expenses) | 2011-10-31 | $1,842 |
| Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $556,488 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $554,646 |
| Assets. Value of participant loans | 2011-10-31 | $95,187 |
| Assets. Value of real-estate (other than employer real property) | 2011-10-31 | $400,000 |
| Total contributions received or receivable from employer(s) | 2011-10-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-10-31 | $0 |
| Value of corrective distributions | 2011-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-10-31 | $0 |
| 2010 : DANIEL BELLIN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-10-31 | $0 |
| 2015: DANIEL BELLIN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-11-01 | Type of plan entity | Single employer plan |
| 2015-11-01 | Submission has been amended | No |
| 2015-11-01 | This submission is the final filing | No |
| 2015-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-11-01 | Plan is a collectively bargained plan | No |
| 2015-11-01 | Plan funding arrangement – Trust | Yes |
| 2015-11-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DANIEL BELLIN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-11-01 | Type of plan entity | Single employer plan |
| 2014-11-01 | Submission has been amended | No |
| 2014-11-01 | This submission is the final filing | No |
| 2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-11-01 | Plan is a collectively bargained plan | No |
| 2014-11-01 | Plan funding arrangement – Trust | Yes |
| 2014-11-01 | Plan benefit arrangement - Trust | Yes |
| 2013: DANIEL BELLIN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | Submission has been amended | No |
| 2013-11-01 | This submission is the final filing | No |
| 2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-11-01 | Plan is a collectively bargained plan | No |
| 2013-11-01 | Plan funding arrangement – Trust | Yes |
| 2013-11-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DANIEL BELLIN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Submission has been amended | No |
| 2012-11-01 | This submission is the final filing | No |
| 2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-11-01 | Plan is a collectively bargained plan | No |
| 2012-11-01 | Plan funding arrangement – Trust | Yes |
| 2012-11-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DANIEL BELLIN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-11-01 | Type of plan entity | Single employer plan |
| 2011-11-01 | Submission has been amended | No |
| 2011-11-01 | This submission is the final filing | No |
| 2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-11-01 | Plan is a collectively bargained plan | No |
| 2011-11-01 | Plan funding arrangement – Trust | Yes |
| 2011-11-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DANIEL BELLIN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | Submission has been amended | No |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-11-01 | Plan is a collectively bargained plan | No |
| 2009-11-01 | Plan funding arrangement – Trust | Yes |
| 2009-11-01 | Plan benefit arrangement - Trust | Yes |
| 2008: DANIEL BELLIN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2008 form 5500 responses |
|---|
| 2008-11-01 | Type of plan entity | Single employer plan |
| 2008-11-01 | Submission has been amended | No |
| 2008-11-01 | This submission is the final filing | No |
| 2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-11-01 | Plan is a collectively bargained plan | No |
