BOURN COMPANIES ADMINISTRATION, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN
401k plan membership statisitcs for BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN
Measure | Date | Value |
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2022: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 10 |
Total of all active and inactive participants | 2022-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 35 |
Number of participants with account balances | 2022-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 11 |
Total of all active and inactive participants | 2021-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 31 |
Number of participants with account balances | 2021-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 11 |
Total of all active and inactive participants | 2020-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 30 |
Number of participants with account balances | 2020-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 4 |
2019: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 10 |
Total of all active and inactive participants | 2019-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 36 |
Number of participants with account balances | 2019-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 11 |
Total of all active and inactive participants | 2018-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 40 |
Number of participants with account balances | 2018-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 25 |
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 | 10 |
Total of all active and inactive participants | 2017-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 35 |
Number of participants with account balances | 2017-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15 |
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 | 11 |
Total of all active and inactive participants | 2016-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 26 |
Number of participants with account balances | 2016-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 15 |
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 | 11 |
Total of all active and inactive participants | 2015-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 26 |
Number of participants with account balances | 2015-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 14 |
Total of all active and inactive participants | 2014-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 27 |
Number of participants with account balances | 2014-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 12 |
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 | 16 |
Total of all active and inactive participants | 2013-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 28 |
Number of participants with account balances | 2013-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 12 |
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 | 16 |
Total of all active and inactive participants | 2012-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 28 |
Number of participants with account balances | 2012-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 20 |
Total of all active and inactive participants | 2011-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 39 |
Number of participants with account balances | 2011-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 24 |
Total of all active and inactive participants | 2010-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 46 |
Number of participants with account balances | 2010-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
2009: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 24 |
Total of all active and inactive participants | 2009-01-01 | 63 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 63 |
Number of participants with account balances | 2009-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
Measure | Date | Value |
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2023 : BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $756,073 |
Expenses. Total of all expenses incurred | 2023-12-31 | $25,938 |
Benefits paid (including direct rollovers) | 2023-12-31 | $22,265 |
Total plan assets at end of year | 2023-12-31 | $2,524,692 |
Total plan assets at beginning of year | 2023-12-31 | $1,794,557 |
Value of fidelity bond covering the plan | 2023-12-31 | $3,000,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $207,894 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $471,209 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $730,135 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,524,692 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,794,557 |
Assets. Value of participant loans | 2023-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $76,970 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $3,673 |
2022 : BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-240,085 |
Expenses. Total of all expenses incurred | 2022-12-31 | $19,542 |
Benefits paid (including direct rollovers) | 2022-12-31 | $7,186 |
Total plan assets at end of year | 2022-12-31 | $1,794,557 |
Total plan assets at beginning of year | 2022-12-31 | $2,054,184 |
Value of fidelity bond covering the plan | 2022-12-31 | $3,000,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $150,851 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-444,979 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-259,627 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,794,557 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,054,184 |
Assets. Value of participant loans | 2022-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $54,043 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $8,768 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $3,588 |
2021 : BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $472,715 |
Expenses. Total of all expenses incurred | 2021-12-31 | $169,112 |
Benefits paid (including direct rollovers) | 2021-12-31 | $165,617 |
Total plan assets at end of year | 2021-12-31 | $2,054,184 |
Total plan assets at beginning of year | 2021-12-31 | $1,750,581 |
Value of fidelity bond covering the plan | 2021-12-31 | $3,000,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $115,591 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $316,270 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $303,603 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,054,184 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,750,581 |
Assets. Value of participant loans | 2021-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $40,854 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $3,495 |
2020 : BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $534,458 |
Expenses. Total of all expenses incurred | 2020-12-31 | $85,924 |
Benefits paid (including direct rollovers) | 2020-12-31 | $82,349 |
Total plan assets at end of year | 2020-12-31 | $1,750,581 |
Total plan assets at beginning of year | 2020-12-31 | $1,302,047 |
Value of fidelity bond covering the plan | 2020-12-31 | $3,000,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $156,288 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $31,285 |
Other income received | 2020-12-31 | $306,848 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $448,534 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,750,581 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,302,047 |
Assets. Value of participant loans | 2020-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $40,037 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $3,575 |
2019 : BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $482,607 |
Expenses. Total of all expenses incurred | 2019-12-31 | $182,209 |
Benefits paid (including direct rollovers) | 2019-12-31 | $179,531 |
Total plan assets at end of year | 2019-12-31 | $1,302,047 |
Total plan assets at beginning of year | 2019-12-31 | $1,001,649 |
Value of fidelity bond covering the plan | 2019-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $181,870 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $254,001 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $300,398 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,302,047 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,001,649 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $46,736 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,678 |
2018 : BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $128,267 |
Expenses. Total of all expenses incurred | 2018-12-31 | $268,942 |
Benefits paid (including direct rollovers) | 2018-12-31 | $265,457 |
Total plan assets at end of year | 2018-12-31 | $1,001,649 |
Total plan assets at beginning of year | 2018-12-31 | $1,142,324 |
Value of fidelity bond covering the plan | 2018-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $165,138 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-73,330 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-140,675 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,001,649 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,142,324 |
Assets. Value of participant loans | 2018-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $36,459 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,485 |
2017 : BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $447,031 |
Expenses. Total of all expenses incurred | 2017-12-31 | $7,238 |
Benefits paid (including direct rollovers) | 2017-12-31 | $3,760 |
Total plan assets at end of year | 2017-12-31 | $1,142,324 |
Total plan assets at beginning of year | 2017-12-31 | $702,531 |
Value of fidelity bond covering the plan | 2017-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $113,511 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $156,944 |
Other income received | 2017-12-31 | $176,576 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $439,793 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,142,324 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $702,531 |
Assets. Value of participant loans | 2017-12-31 | $44,898 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,478 |
2016 : BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $132,578 |
Expenses. Total of all expenses incurred | 2016-12-31 | $48,601 |
Benefits paid (including direct rollovers) | 2016-12-31 | $35,636 |
Total plan assets at end of year | 2016-12-31 | $702,531 |
Total plan assets at beginning of year | 2016-12-31 | $618,554 |
Value of fidelity bond covering the plan | 2016-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $86,704 |
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 | $45,874 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $83,977 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $702,531 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $618,554 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $9,552 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $3,413 |
2015 : BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $82,427 |
Expenses. Total of all expenses incurred | 2015-12-31 | $4,805 |
Benefits paid (including direct rollovers) | 2015-12-31 | $3,982 |
Total plan assets at end of year | 2015-12-31 | $618,554 |
Total plan assets at beginning of year | 2015-12-31 | $540,932 |
Value of fidelity bond covering the plan | 2015-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $82,451 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-24 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $77,622 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $618,554 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $540,932 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $823 |
2014 : BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2014 401k financial data |
---|
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $70,403 |
Expenses. Total of all expenses incurred | 2014-12-31 | $52,474 |
Benefits paid (including direct rollovers) | 2014-12-31 | $42,957 |
Total plan assets at end of year | 2014-12-31 | $540,932 |
Total plan assets at beginning of year | 2014-12-31 | $523,003 |
Value of fidelity bond covering the plan | 2014-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $38,386 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $32,017 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $17,929 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $540,932 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $523,003 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $9,517 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
2013 : BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $113,927 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $523,003 |
Total plan assets at beginning of year | 2013-12-31 | $409,076 |
Value of fidelity bond covering the plan | 2013-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $31,043 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $82,884 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $113,927 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $523,003 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $409,076 |
Assets. Value of participant loans | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
2012 : BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $85,064 |
Expenses. Total of all expenses incurred | 2012-12-31 | $67,067 |
Benefits paid (including direct rollovers) | 2012-12-31 | $65,757 |
Total plan assets at end of year | 2012-12-31 | $409,076 |
Total plan assets at beginning of year | 2012-12-31 | $391,079 |
Value of fidelity bond covering the plan | 2012-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $37,468 |
Other income received | 2012-12-31 | $47,596 |
Net income (gross income less expenses) | 2012-12-31 | $17,997 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $409,076 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $391,079 |
Assets. Value of participant loans | 2012-12-31 | $840 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,310 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $15,117 |
Expenses. Total of all expenses incurred | 2011-12-31 | $148,899 |
Benefits paid (including direct rollovers) | 2011-12-31 | $145,516 |
Total plan assets at end of year | 2011-12-31 | $391,079 |
Total plan assets at beginning of year | 2011-12-31 | $524,861 |
Value of fidelity bond covering the plan | 2011-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $27,131 |
Other income received | 2011-12-31 | $-12,014 |
Net income (gross income less expenses) | 2011-12-31 | $-133,782 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $391,079 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $524,861 |
Assets. Value of participant loans | 2011-12-31 | $2,360 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $3,383 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $110,393 |
Expenses. Total of all expenses incurred | 2010-12-31 | $213,848 |
Benefits paid (including direct rollovers) | 2010-12-31 | $201,942 |
Total plan assets at end of year | 2010-12-31 | $524,861 |
Total plan assets at beginning of year | 2010-12-31 | $628,316 |
Value of fidelity bond covering the plan | 2010-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $38,312 |
Other income received | 2010-12-31 | $72,081 |
Net income (gross income less expenses) | 2010-12-31 | $-103,455 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $524,861 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $628,316 |
Assets. Value of participant loans | 2010-12-31 | $3,656 |
Value of corrective distributions | 2010-12-31 | $7,651 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $4,255 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BOURN COMPANIES ADMINISTRATION , LLC SAVINGS PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |