BURGESS INSURANCE AGENCY EBP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST
401k plan membership statisitcs for THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST
Measure | Date | Value |
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2018: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2018 401k membership |
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Total funding target for all participants | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2017 401k membership |
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Total funding target for all participants | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2013: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 1 |
2012: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 1 |
2011: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 1 |
2010: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 1 |
2009: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 1 |
Measure | Date | Value |
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2013 : THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $45,239 |
Expenses. Total of all expenses incurred | 2013-12-31 | $28,165 |
Benefits paid (including direct rollovers) | 2013-12-31 | $24,226 |
Total plan assets at end of year | 2013-12-31 | $372,719 |
Total plan assets at beginning of year | 2013-12-31 | $355,645 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $3,939 |
Other income received | 2013-12-31 | $45,239 |
Net income (gross income less expenses) | 2013-12-31 | $17,074 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $372,719 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $355,645 |
Assets. Value of participant loans | 2013-12-31 | $94,426 |
2012 : THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $27,160 |
Expenses. Total of all expenses incurred | 2012-12-31 | $12,752 |
Benefits paid (including direct rollovers) | 2012-12-31 | $9,421 |
Total plan assets at end of year | 2012-12-31 | $355,645 |
Total plan assets at beginning of year | 2012-12-31 | $341,237 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $3,331 |
Other income received | 2012-12-31 | $27,160 |
Net income (gross income less expenses) | 2012-12-31 | $14,408 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $355,645 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $341,237 |
Assets. Value of participant loans | 2012-12-31 | $74,798 |
2011 : THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $62,597 |
Expenses. Total of all expenses incurred | 2011-12-31 | $40,726 |
Benefits paid (including direct rollovers) | 2011-12-31 | $20,363 |
Total plan assets at end of year | 2011-12-31 | $341,236 |
Total plan assets at beginning of year | 2011-12-31 | $319,365 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $20,363 |
Other income received | 2011-12-31 | $62,597 |
Net income (gross income less expenses) | 2011-12-31 | $21,871 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $341,236 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $319,365 |
Assets. Value of participant loans | 2011-12-31 | $46,860 |
2010 : THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $10,716 |
Expenses. Total of all expenses incurred | 2010-12-31 | $6,847 |
Benefits paid (including direct rollovers) | 2010-12-31 | $210 |
Total plan assets at end of year | 2010-12-31 | $319,365 |
Total plan assets at beginning of year | 2010-12-31 | $315,496 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $6,637 |
Other income received | 2010-12-31 | $10,716 |
Net income (gross income less expenses) | 2010-12-31 | $3,869 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $319,365 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $315,496 |
2013: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND 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: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND 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: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND 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: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND 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: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
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