401k Plan data: BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST plan

BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BOSTON RETAIL PARTNERS LLC has sponsored the creation of one or more 401k plans.

Company Name: BOSTON RETAIL PARTNERS LLC

Employer identification number (EIN): 270447904

NAIC Classification: 541512
NAIC Description: Computer Systems Design Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 EMILY ERKEL 2019-06-10
001 2017-01-01 EMILY ERKEL 2018-09-18
001 2016-01-01 WALTER DEACON
001 2016-01-01
001 2015-01-01 WALTER DEACON
001 2014-01-01 WALTER DEACON
001 2013-01-01 WALTER DEACON
001 2012-01-01 BOSTON RETAIL PARTNERS LLC
001 2011-01-01 JOHN TOOMEY 2012-06-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	EMILY ERKEL	2019-06-10
001	2017-01-01	EMILY ERKEL	2018-09-18
001	2016-01-01	WALTER DEACON
001	2016-01-01
001	2015-01-01	WALTER DEACON
001	2014-01-01	WALTER DEACON
001	2013-01-01	WALTER DEACON
001	2012-01-01	BOSTON RETAIL PARTNERS LLC
001	2011-01-01	JOHN TOOMEY	2012-06-18

Plan Statistics for BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2016: BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 34
Number of retired or separated participants receiving benefits 2016-01-01 13
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 47
Number of participants with account balances 2016-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 30
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 10
Total of all active and inactive participants 2015-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 40
Number of participants with account balances 2015-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 31
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 6
Total of all active and inactive participants 2014-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 37
Number of participants with account balances 2014-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 22
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 1
Total of all active and inactive participants 2013-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 23
Number of participants with account balances 2013-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
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 0
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2016: BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	34
Number of retired or separated participants receiving benefits	2016-01-01	13
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	47
Number of participants with account balances	2016-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	30
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	10
Total of all active and inactive participants	2015-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	40
Number of participants with account balances	2015-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	31
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	6
Total of all active and inactive participants	2014-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	37
Number of participants with account balances	2014-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	22
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	1
Total of all active and inactive participants	2013-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	23
Number of participants with account balances	2013-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
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	0
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2016 : BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$-31,856
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	$561,245
Expenses. Total of all expenses incurred	2016-12-31	$1,106,313
Benefits paid (including direct rollovers)	2016-12-31	$1,104,311
Total plan assets at end of year	2016-12-31	$609,778
Total plan assets at beginning of year	2016-12-31	$1,186,702
Value of fidelity bond covering the plan	2016-12-31	$20,000
Total contributions received or receivable from participants	2016-12-31	$255,777
Expenses. Other expenses not covered elsewhere	2016-12-31	$1,883
Contributions received from other sources (not participants or employers)	2016-12-31	$25,082
Other income received	2016-12-31	$130,681
Net income (gross income less expenses)	2016-12-31	$-545,068
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$609,778
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,186,702
Total contributions received or receivable from employer(s)	2016-12-31	$149,705
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$119
2015 : BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
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	$463,013
Expenses. Total of all expenses incurred	2015-12-31	$159,595
Benefits paid (including direct rollovers)	2015-12-31	$159,294
Total plan assets at end of year	2015-12-31	$1,186,702
Total plan assets at beginning of year	2015-12-31	$883,284
Value of fidelity bond covering the plan	2015-12-31	$88,328
Total contributions received or receivable from participants	2015-12-31	$327,638
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	$-6,203
Net income (gross income less expenses)	2015-12-31	$303,418
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,186,702
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$883,284
Assets. Value of participant loans	2015-12-31	$9,189
Total contributions received or receivable from employer(s)	2015-12-31	$141,578
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	$301
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
2014 : BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST 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	$513,376
Expenses. Total of all expenses incurred	2014-12-31	$166,329
Benefits paid (including direct rollovers)	2014-12-31	$165,939
Total plan assets at end of year	2014-12-31	$883,284
Total plan assets at beginning of year	2014-12-31	$536,237
Value of fidelity bond covering the plan	2014-12-31	$53,624
Total contributions received or receivable from participants	2014-12-31	$354,254
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$3,483
Other income received	2014-12-31	$67,602
Net income (gross income less expenses)	2014-12-31	$347,047
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$883,284
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$536,237
Total contributions received or receivable from employer(s)	2014-12-31	$88,037
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$390
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST 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 plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$335,288
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	$536,237
Total plan assets at beginning of year	2013-12-31	$200,949
Value of fidelity bond covering the plan	2013-12-31	$20,095
Total contributions received or receivable from participants	2013-12-31	$221,510
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	$68,188
Net income (gross income less expenses)	2013-12-31	$335,288
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$536,237
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$200,949
Total contributions received or receivable from employer(s)	2013-12-31	$45,590
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 : BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$59,834
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$59,834
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$20,000
Total contributions received or receivable from participants	2012-12-31	$73,997
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$-14,163
Net income (gross income less expenses)	2012-12-31	$59,834
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$59,834
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0

Form 5500 Responses for BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST

2016: BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
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: BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST 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: BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST 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: BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST 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: BOSTON RETAIL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOSTON RETAIL PARTNERS LLC
Employer identification number (EIN):	270447904
NAIC Classification:	541512
NAIC Description:	Computer Systems Design Services