Logo

BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN 401k Plan overview

Plan NameBE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN
Plan identification number 012

BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KELLOGG BROWN & ROOT, LLC has sponsored the creation of one or more 401k plans.

Company Name:KELLOGG BROWN & ROOT, LLC
Employer identification number (EIN):203897734
NAIC Classification:238900

Additional information about KELLOGG BROWN & ROOT, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2005-12-12
Company Identification Number: 0800582407
Legal Registered Office Address: 601 JEFFERSON ST STE 2800

HOUSTON
United States of America (USA)
77002

More information about KELLOGG BROWN & ROOT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0122016-01-01
0122015-01-01
0122014-01-01VALERIE HULSE VALERIE HULSE2015-10-15
0122013-01-01VALERIE HULSE VALERIE HULSE2014-10-15
0122012-01-01ANN HOLLINGSWORTH
0122011-01-01ANN HOLLINGSWORTH
0122010-01-01ANN HOLLINGSWORTH
0122009-01-01ANN HOLLINGSWORTH
0122009-01-01ANN HOLLINGSWORTH

Plan Statistics for BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN

401k plan membership statisitcs for BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN

Measure Date Value
2016: BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01462
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
2015: BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01976
Total number of active participants reported on line 7a of the Form 55002015-01-01176
Number of retired or separated participants receiving benefits2015-01-0153
Number of other retired or separated participants entitled to future benefits2015-01-01233
Total of all active and inactive participants2015-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,099
Total number of active participants reported on line 7a of the Form 55002014-01-01265
Number of retired or separated participants receiving benefits2014-01-0147
Number of other retired or separated participants entitled to future benefits2014-01-01664
Total of all active and inactive participants2014-01-01976
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,776
Total number of active participants reported on line 7a of the Form 55002013-01-01326
Number of retired or separated participants receiving benefits2013-01-0137
Number of other retired or separated participants entitled to future benefits2013-01-01736
Total of all active and inactive participants2013-01-011,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,052
Total number of active participants reported on line 7a of the Form 55002012-01-01385
Number of retired or separated participants receiving benefits2012-01-0132
Number of other retired or separated participants entitled to future benefits2012-01-015,359
Total of all active and inactive participants2012-01-015,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015,776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,033
Total number of active participants reported on line 7a of the Form 55002011-01-01451
Number of retired or separated participants receiving benefits2011-01-0118
Number of other retired or separated participants entitled to future benefits2011-01-015,583
Total of all active and inactive participants2011-01-016,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016,052
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017,567
Total number of active participants reported on line 7a of the Form 55002010-01-01834
Number of retired or separated participants receiving benefits2010-01-019
Number of other retired or separated participants entitled to future benefits2010-01-016,190
Total of all active and inactive participants2010-01-017,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017,931
Total number of active participants reported on line 7a of the Form 55002009-01-01948
Number of retired or separated participants receiving benefits2009-01-019
Number of other retired or separated participants entitled to future benefits2009-01-016,610
Total of all active and inactive participants2009-01-017,567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017,567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN

Measure Date Value
2016 : BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,023,586
Total of all expenses incurred2016-12-31$11,823,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,126,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$930,396
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$10,800,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$696,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$672,329
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$24,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-10,800,000
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,800,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$10,800,000
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$6,031,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$930,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,094,825
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MELTON & MELTON, LLP
Accountancy firm EIN2016-12-31741550819
2015 : BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$4,273
Total of all expenses incurred2015-12-31$8,772,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,977,485
Value of total assets at end of year2015-12-31$10,800,000
Value of total assets at beginning of year2015-12-31$19,568,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$794,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$739,269
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$55,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-8,768,113
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,800,000
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,568,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$10,800,000
Value of interest in master investment trust accounts at beginning of year2015-12-31$14,568,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,977,485
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MELTON & MELTON LLP
Accountancy firm EIN2015-12-31741550819
2014 : BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,998,002
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,478,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,540,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,000,000
Value of total assets at end of year2014-12-31$19,568,113
Value of total assets at beginning of year2014-12-31$18,048,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$938,210
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$635,162
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,519,476
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,568,113
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,048,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$14,568,113
Value of interest in master investment trust accounts at beginning of year2014-12-31$18,048,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,000,000
Employer contributions (assets) at end of year2014-12-31$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,540,316
Contract administrator fees2014-12-31$303,048
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MELTON & MELTON LLP
Accountancy firm EIN2014-12-31741550819
2013 : BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,714,786
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,535,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,869,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$18,048,637
Value of total assets at beginning of year2013-12-31$23,869,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$666,647
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$622,082
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-5,821,007
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,048,637
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,869,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$44,440
Value of interest in master investment trust accounts at end of year2013-12-31$18,048,637
Value of interest in master investment trust accounts at beginning of year2013-12-31$23,869,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,869,146
Contract administrator fees2013-12-31$125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MELTON & MELTON LLP
Accountancy firm EIN2013-12-31741550819
2012 : BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,074,328
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,026,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,280,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$529,724
Value of total assets at end of year2012-12-31$23,869,644
Value of total assets at beginning of year2012-12-31$22,821,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$745,420
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$380,932
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,048,291
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,869,644
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,821,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$72,250
Value of interest in master investment trust accounts at end of year2012-12-31$23,869,644
Value of interest in master investment trust accounts at beginning of year2012-12-31$22,508,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$529,724
Employer contributions (assets) at beginning of year2012-12-31$313,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,280,617
Contract administrator fees2012-12-31$292,238
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MELTON & MELTON LLP
Accountancy firm EIN2012-12-31741550819
2011 : BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$617,496
Total of all expenses incurred2011-12-31$2,551,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,952,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,006,960
Value of total assets at end of year2011-12-31$22,821,353
Value of total assets at beginning of year2011-12-31$24,755,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$598,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$324,849
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,933,882
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,821,353
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,755,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$72,421
Value of interest in master investment trust accounts at end of year2011-12-31$22,508,113
Value of interest in master investment trust accounts at beginning of year2011-12-31$23,755,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,006,960
Employer contributions (assets) at end of year2011-12-31$313,240
Employer contributions (assets) at beginning of year2011-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,952,906
Contract administrator fees2011-12-31$201,202
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MELTON & MELTON, LLP
Accountancy firm EIN2011-12-31741550819
2010 : BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,044,238
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,216,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,385,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,899,853
Value of total assets at end of year2010-12-31$24,755,235
Value of total assets at beginning of year2010-12-31$23,927,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$831,506
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$401,709
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$827,540
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,755,235
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,927,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$75,068
Value of interest in master investment trust accounts at end of year2010-12-31$23,755,235
Value of interest in master investment trust accounts at beginning of year2010-12-31$21,627,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,899,853
Employer contributions (assets) at end of year2010-12-31$1,000,000
Employer contributions (assets) at beginning of year2010-12-31$2,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,385,192
Contract administrator fees2010-12-31$354,722
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MELTON AND MELTON, LLP
Accountancy firm EIN2010-12-31741550819

Form 5500 Responses for BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN

2016: BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BE&K, INC. HOURLY CASH BALANCE RETIREMENT 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BE&K, INC. HOURLY CASH BALANCE RETIREMENT 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BE&K, INC. HOURLY CASH BALANCE RETIREMENT 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BE&K, INC. HOURLY CASH BALANCE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BE&K, INC. HOURLY CASH BALANCE RETIREMENT 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

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