Logo

THE BOWDOIN GROUP 401(K) PLAN 401k Plan overview

Plan NameTHE BOWDOIN GROUP 401(K) PLAN
Plan identification number 001

THE BOWDOIN GROUP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE BOWDOIN GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE BOWDOIN GROUP, INC.
Employer identification number (EIN):043279470
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BOWDOIN GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DAVID MELVILLE2015-07-24
0012013-01-01MARIANNE SOUSA
0012012-01-01MARIANNE SOUSA MARIANNE SOUSA2013-07-30
0012011-01-01MARIANNE SOUSA
0012010-01-01MARIANNE SOUSA2011-07-26
0012009-01-01MARIANNE SOUSA
0012009-01-01MARIANNE SOUSA

Plan Statistics for THE BOWDOIN GROUP 401(K) PLAN

401k plan membership statisitcs for THE BOWDOIN GROUP 401(K) PLAN

Measure Date Value
2022: THE BOWDOIN GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0177
Total number of active participants reported on line 7a of the Form 55002022-01-0161
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0181
Number of participants with account balances2022-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: THE BOWDOIN GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0140
Total number of active participants reported on line 7a of the Form 55002021-01-0156
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0121
Total of all active and inactive participants2021-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0177
Number of participants with account balances2021-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2013: THE BOWDOIN GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0145
Total number of active participants reported on line 7a of the Form 55002013-01-0144
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0161
Number of participants with account balances2013-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0139
2012: THE BOWDOIN GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0137
Total number of active participants reported on line 7a of the Form 55002012-01-0131
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0146
Number of participants with account balances2012-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0131
2011: THE BOWDOIN GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0142
Total number of active participants reported on line 7a of the Form 55002011-01-0129
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0129
Number of participants with account balances2011-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE BOWDOIN GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0138
Total number of active participants reported on line 7a of the Form 55002009-01-0134
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0141
Number of participants with account balances2009-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on THE BOWDOIN GROUP 401(K) PLAN

Measure Date Value
2022 : THE BOWDOIN GROUP 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-375,077
Expenses. Total of all expenses incurred2022-12-31$148,817
Benefits paid (including direct rollovers)2022-12-31$119,474
Total plan assets at end of year2022-12-31$6,440,739
Total plan assets at beginning of year2022-12-31$6,964,633
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$677,312
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$169,150
Other income received2022-12-31$-1,307,496
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-523,894
Net plan assets at end of year (total assets less liabilities)2022-12-31$6,440,739
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$6,964,633
Assets. Value of participant loans2022-12-31$8,516
Total contributions received or receivable from employer(s)2022-12-31$85,957
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$29,343
2021 : THE BOWDOIN GROUP 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$995
Total income from all sources2021-12-31$2,515,818
Expenses. Total of all expenses incurred2021-12-31$1,239,529
Benefits paid (including direct rollovers)2021-12-31$1,217,319
Total plan assets at end of year2021-12-31$6,964,633
Total plan assets at beginning of year2021-12-31$5,689,339
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$564,091
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$861,918
Other income received2021-12-31$1,034,547
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,276,289
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,964,633
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,688,344
Assets. Value of participant loans2021-12-31$14,149
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$55,262
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$22,210
2013 : THE BOWDOIN GROUP 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$120
Total income from all sources2013-12-31$669,796
Expenses. Total of all expenses incurred2013-12-31$495,406
Benefits paid (including direct rollovers)2013-12-31$470,767
Total plan assets at end of year2013-12-31$2,290,399
Total plan assets at beginning of year2013-12-31$2,115,889
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$222,648
Expenses. Other expenses not covered elsewhere2013-12-31$190
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$435,812
Net income (gross income less expenses)2013-12-31$174,390
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,290,399
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,115,889
Assets. Value of participant loans2013-12-31$47,676
Total contributions received or receivable from employer(s)2013-12-31$11,336
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$24,449
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : THE BOWDOIN GROUP 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$509,832
Expenses. Total of all expenses incurred2012-12-31$340,293
Benefits paid (including direct rollovers)2012-12-31$338,141
Total plan assets at end of year2012-12-31$2,115,889
Total plan assets at beginning of year2012-12-31$1,946,350
Total contributions received or receivable from participants2012-12-31$228,777
Expenses. Other expenses not covered elsewhere2012-12-31$135
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$268,814
Net income (gross income less expenses)2012-12-31$169,539
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,115,889
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,946,350
Assets. Value of participant loans2012-12-31$42,025
Total contributions received or receivable from employer(s)2012-12-31$12,241
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$2,017
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : THE BOWDOIN GROUP 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$169,776
Expenses. Total of all expenses incurred2011-12-31$404,234
Benefits paid (including direct rollovers)2011-12-31$396,245
Total plan assets at end of year2011-12-31$1,946,350
Total plan assets at beginning of year2011-12-31$2,180,808
Value of fidelity bond covering the plan2011-12-31$192,000
Total contributions received or receivable from participants2011-12-31$209,591
Expenses. Other expenses not covered elsewhere2011-12-31$2,737
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-51,381
Net income (gross income less expenses)2011-12-31$-234,458
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,946,350
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,180,808
Assets. Value of participant loans2011-12-31$21,211
Total contributions received or receivable from employer(s)2011-12-31$11,566
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$5,252
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2009 : THE BOWDOIN GROUP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE BOWDOIN GROUP 401(K) PLAN

2022: THE BOWDOIN GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE BOWDOIN GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2013: THE BOWDOIN GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: THE BOWDOIN GROUP 401(K) PLAN 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 filingNo
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: THE BOWDOIN GROUP 401(K) 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: THE BOWDOIN GROUP 401(K) PLAN 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

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825053
Policy instance 1
Insurance contract or identification numberGA-825053
Number of Individuals Covered37
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,823
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,823
Insurance broker organization code?3
Insurance broker nameSIGNATOR INS AGCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825053
Policy instance 1
Insurance contract or identification numberGA-825053
Number of Individuals Covered31
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,897
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,835
Insurance broker organization code?3
Insurance broker nameSIGNATOR INS AGCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825053
Policy instance 1
Insurance contract or identification numberGA-825053
Number of Individuals Covered34
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $33,040
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1