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BEESLEY ASSOCIATES, INC PROFIT SHARING AND RETIREMENT TRUST 401k Plan overview

Plan NameBEESLEY ASSOCIATES, INC PROFIT SHARING AND RETIREMENT TRUST
Plan identification number 001

BEESLEY ASSOCIATES, INC PROFIT SHARING AND RETIREMENT TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

BEESLEY ASSOCIATES, INC has sponsored the creation of one or more 401k plans.

Company Name:BEESLEY ASSOCIATES, INC
Employer identification number (EIN):042493499
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEESLEY ASSOCIATES, INC PROFIT SHARING AND RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01ROBERT CALHOUN ROBERT CALHOUN2013-02-21
0012011-01-01ROBERT CALHOUN ROBERT CALHOUN2012-03-27
0012009-01-01ROBERT M. CALHOUN ROBERT M. CALHOUN2010-08-23

Plan Statistics for BEESLEY ASSOCIATES, INC PROFIT SHARING AND RETIREMENT TRUST

401k plan membership statisitcs for BEESLEY ASSOCIATES, INC PROFIT SHARING AND RETIREMENT TRUST

Measure Date Value
2012: BEESLEY ASSOCIATES, INC PROFIT SHARING AND RETIREMENT TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-010
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 participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BEESLEY ASSOCIATES, INC PROFIT SHARING AND RETIREMENT TRUST 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
Number of retired or separated participants receiving benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BEESLEY ASSOCIATES, INC PROFIT SHARING AND RETIREMENT TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BEESLEY ASSOCIATES, INC PROFIT SHARING AND RETIREMENT TRUST

Measure Date Value
2012 : BEESLEY ASSOCIATES, INC PROFIT SHARING AND RETIREMENT TRUST 2012 401k financial data
Total income from all sources2012-12-31$97,512
Expenses. Total of all expenses incurred2012-12-31$2,197,502
Benefits paid (including direct rollovers)2012-12-31$2,197,502
Total plan assets at end of year2012-12-31$0
Total plan assets at beginning of year2012-12-31$2,099,990
Other income received2012-12-31$97,512
Net income (gross income less expenses)2012-12-31$-2,099,990
Net plan assets at end of year (total assets less liabilities)2012-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,099,990
2011 : BEESLEY ASSOCIATES, INC PROFIT SHARING AND RETIREMENT TRUST 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-291
Expenses. Total of all expenses incurred2011-12-31$209,449
Benefits paid (including direct rollovers)2011-12-31$209,449
Total plan assets at end of year2011-12-31$2,099,990
Total plan assets at beginning of year2011-12-31$2,309,730
Other income received2011-12-31$-291
Net income (gross income less expenses)2011-12-31$-209,740
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,099,990
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,309,730
2010 : BEESLEY ASSOCIATES, INC PROFIT SHARING AND RETIREMENT TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$194,378
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$2,309,730
Total plan assets at beginning of year2010-12-31$2,115,352
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$194,378
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$194,378
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,309,730
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,115,352
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for BEESLEY ASSOCIATES, INC PROFIT SHARING AND RETIREMENT TRUST

2012: BEESLEY ASSOCIATES, INC PROFIT SHARING AND RETIREMENT TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingYes
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BEESLEY ASSOCIATES, INC PROFIT SHARING AND RETIREMENT TRUST 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
2009: BEESLEY ASSOCIATES, INC PROFIT SHARING AND RETIREMENT TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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