BOWDEN HOSPITALITY NEWTON has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BOWDEN HOSPITALITY NEWTON 401(K) PLAN
Measure | Date | Value |
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2017 : BOWDEN HOSPITALITY NEWTON 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $457 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $2,439 |
Total income from all sources (including contributions) | 2017-12-31 | $2,565,435 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $789,705 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $755,139 |
Value of total corrective distributions | 2017-12-31 | $11,971 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,672,842 |
Value of total assets at end of year | 2017-12-31 | $7,166,978 |
Value of total assets at beginning of year | 2017-12-31 | $5,393,230 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $22,595 |
Total interest from all sources | 2017-12-31 | $21,921 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $6,981 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $6,981 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,212,243 |
Participant contributions at end of year | 2017-12-31 | $409,149 |
Participant contributions at beginning of year | 2017-12-31 | $347,251 |
Participant contributions at end of year | 2017-12-31 | $46,974 |
Participant contributions at beginning of year | 2017-12-31 | $16,314 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $81,241 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $457 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $2,439 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,775,730 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,166,521 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,390,791 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $551,310 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $419,572 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $240,024 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $243,812 |
Interest on participant loans | 2017-12-31 | $19,518 |
Interest earned on other investments | 2017-12-31 | $2,403 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $5,585,332 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $4,064,189 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $228,266 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $199,990 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $63,455 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $42,604 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $757,632 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $379,358 |
Employer contributions (assets) at end of year | 2017-12-31 | $105,923 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $102,102 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $755,139 |
Contract administrator fees | 2017-12-31 | $22,595 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MURPHY, POWERS & WILSON CPA'S, P.C. |
Accountancy firm EIN | 2017-12-31 | 020466387 |
2016 : BOWDEN HOSPITALITY NEWTON 401(K) PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $3,683,487 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,439 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,399,923 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $113,333 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $100,666 |
Value of total corrective distributions | 2016-12-31 | $2,439 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,332,146 |
Value of total assets at end of year | 2016-12-31 | $5,393,230 |
Value of total assets at beginning of year | 2016-12-31 | $420,714 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $10,228 |
Total interest from all sources | 2016-12-31 | $5,845 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $3,226 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $3,226 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $450,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $521,208 |
Participant contributions at end of year | 2016-12-31 | $347,251 |
Participant contributions at beginning of year | 2016-12-31 | $31,395 |
Participant contributions at end of year | 2016-12-31 | $16,314 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $574,070 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $2,439 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $10,228 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,286,590 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,390,791 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $420,714 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $419,572 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $11,589 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $243,812 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $9,203 |
Interest on participant loans | 2016-12-31 | $5,143 |
Interest earned on other investments | 2016-12-31 | $702 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $4,064,189 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $368,527 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $199,990 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $-2,227 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $11,039 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $49,894 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $236,868 |
Employer contributions (assets) at end of year | 2016-12-31 | $102,102 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $100,666 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MURPHY, POWERS & WILSON CPA'S, P.C. |
Accountancy firm EIN | 2016-12-31 | 020466387 |