BODTKE CHARTERED has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BODTKE CHARTERED 401K PLAN TRUST
Measure | Date | Value |
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2017: BODTKE CHARTERED 401K PLAN TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: BODTKE CHARTERED 401K PLAN TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
Total of all active and inactive participants | 2016-01-01 | 10 |
Total participants | 2016-01-01 | 10 |
Number of participants with account balances | 2016-01-01 | 10 |
2015: BODTKE CHARTERED 401K PLAN TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 7 |
Total of all active and inactive participants | 2015-01-01 | 14 |
Total participants | 2015-01-01 | 14 |
Number of participants with account balances | 2015-01-01 | 14 |
2014: BODTKE CHARTERED 401K PLAN TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 7 |
Total of all active and inactive participants | 2014-01-01 | 13 |
Total participants | 2014-01-01 | 13 |
Number of participants with account balances | 2014-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: BODTKE CHARTERED 401K PLAN TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 11 |
Total participants | 2013-01-01 | 11 |
Number of participants with account balances | 2013-01-01 | 11 |
2012: BODTKE CHARTERED 401K PLAN TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
Total of all active and inactive participants | 2012-01-01 | 9 |
Total participants | 2012-01-01 | 9 |
Number of participants with account balances | 2012-01-01 | 9 |
2011: BODTKE CHARTERED 401K PLAN TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
Total of all active and inactive participants | 2011-01-01 | 9 |
Total participants | 2011-01-01 | 9 |
Number of participants with account balances | 2011-01-01 | 9 |
2010: BODTKE CHARTERED 401K PLAN TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 8 |
Total participants | 2010-01-01 | 8 |
Number of participants with account balances | 2010-01-01 | 8 |
2009: BODTKE CHARTERED 401K PLAN TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 8 |
Total participants | 2009-01-01 | 8 |
Number of participants with account balances | 2009-01-01 | 8 |
Measure | Date | Value |
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2017 : BODTKE CHARTERED 401K PLAN TRUST 2017 401k financial data |
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Total income from all sources | 2017-08-31 | $170,430 |
Expenses. Total of all expenses incurred | 2017-08-31 | $1,473,616 |
Benefits paid (including direct rollovers) | 2017-08-31 | $1,469,370 |
Total plan assets at end of year | 2017-08-31 | $0 |
Total plan assets at beginning of year | 2017-08-31 | $1,303,186 |
Value of fidelity bond covering the plan | 2017-08-31 | $500,000 |
Total contributions received or receivable from participants | 2017-08-31 | $9,023 |
Other income received | 2017-08-31 | $108,766 |
Net income (gross income less expenses) | 2017-08-31 | $-1,303,186 |
Net plan assets at end of year (total assets less liabilities) | 2017-08-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-08-31 | $1,303,186 |
Total contributions received or receivable from employer(s) | 2017-08-31 | $52,641 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-08-31 | $4,246 |
2016 : BODTKE CHARTERED 401K PLAN TRUST 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $205,417 |
Expenses. Total of all expenses incurred | 2016-12-31 | $161,771 |
Benefits paid (including direct rollovers) | 2016-12-31 | $161,329 |
Total plan assets at end of year | 2016-12-31 | $1,303,186 |
Total plan assets at beginning of year | 2016-12-31 | $1,259,540 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $12,330 |
Other income received | 2016-12-31 | $115,143 |
Net income (gross income less expenses) | 2016-12-31 | $43,646 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,303,186 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,259,540 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $77,944 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $442 |
2015 : BODTKE CHARTERED 401K PLAN TRUST 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $114,275 |
Total plan assets at end of year | 2015-12-31 | $1,259,540 |
Total plan assets at beginning of year | 2015-12-31 | $1,145,265 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $11,975 |
Other income received | 2015-12-31 | $13,087 |
Net income (gross income less expenses) | 2015-12-31 | $114,275 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,259,540 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,145,265 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $89,213 |
2014 : BODTKE CHARTERED 401K PLAN TRUST 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $163,532 |
Total plan assets at end of year | 2014-12-31 | $1,145,265 |
Total plan assets at beginning of year | 2014-12-31 | $981,733 |
Value of fidelity bond covering the plan | 2014-12-31 | $571,000 |
Total contributions received or receivable from participants | 2014-12-31 | $13,570 |
Other income received | 2014-12-31 | $64,199 |
Net income (gross income less expenses) | 2014-12-31 | $163,532 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,145,265 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $981,733 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $85,763 |
2013 : BODTKE CHARTERED 401K PLAN TRUST 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $270,917 |
Total plan assets at end of year | 2013-12-31 | $981,733 |
Total plan assets at beginning of year | 2013-12-31 | $710,816 |
Value of fidelity bond covering the plan | 2013-12-31 | $571,000 |
Total contributions received or receivable from participants | 2013-12-31 | $9,033 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $2,647 |
Other income received | 2013-12-31 | $180,439 |
Net income (gross income less expenses) | 2013-12-31 | $270,917 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $981,733 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $710,816 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $78,798 |
2012 : BODTKE CHARTERED 401K PLAN TRUST 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $163,924 |
Total plan assets at end of year | 2012-12-31 | $710,816 |
Total plan assets at beginning of year | 2012-12-31 | $546,892 |
Value of fidelity bond covering the plan | 2012-12-31 | $71,000 |
Total contributions received or receivable from participants | 2012-12-31 | $6,309 |
Other income received | 2012-12-31 | $91,558 |
Net income (gross income less expenses) | 2012-12-31 | $163,924 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $710,816 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $546,892 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $66,057 |
2011 : BODTKE CHARTERED 401K PLAN TRUST 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $53,909 |
Total plan assets at end of year | 2011-12-31 | $546,892 |
Total plan assets at beginning of year | 2011-12-31 | $492,983 |
Value of fidelity bond covering the plan | 2011-12-31 | $60,000 |
Total contributions received or receivable from participants | 2011-12-31 | $8,119 |
Other income received | 2011-12-31 | $-21,373 |
Net income (gross income less expenses) | 2011-12-31 | $53,909 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $546,892 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $492,983 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $67,163 |
2010 : BODTKE CHARTERED 401K PLAN TRUST 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $124,491 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $492,983 |
Total plan assets at beginning of year | 2010-12-31 | $368,492 |
Value of fidelity bond covering the plan | 2010-12-31 | $40,000 |
Total contributions received or receivable from participants | 2010-12-31 | $8,026 |
Other income received | 2010-12-31 | $48,276 |
Net income (gross income less expenses) | 2010-12-31 | $124,491 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $492,983 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $368,492 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $68,189 |
2017: BODTKE CHARTERED 401K PLAN TRUST 2017 form 5500 responses |
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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 | Yes |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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: BODTKE CHARTERED 401K PLAN TRUST 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BODTKE CHARTERED 401K PLAN TRUST 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BODTKE CHARTERED 401K PLAN TRUST 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BODTKE CHARTERED 401K PLAN TRUST 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BODTKE CHARTERED 401K PLAN TRUST 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BODTKE CHARTERED 401K PLAN TRUST 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BODTKE CHARTERED 401K PLAN TRUST 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BODTKE CHARTERED 401K PLAN TRUST 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |