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BRIDGFORD AND GLEASON CASH BALANCE 412(E) PLAN 401k Plan overview

Plan NameBRIDGFORD AND GLEASON CASH BALANCE 412(E) PLAN
Plan identification number 001

BRIDGFORD AND GLEASON CASH BALANCE 412(E) PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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).
  • 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.
  • Life insurance

401k Sponsoring company profile

BRIDGFORD AND GLEASON has sponsored the creation of one or more 401k plans.

Company Name:BRIDGFORD AND GLEASON
Employer identification number (EIN):330425564
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIDGFORD AND GLEASON CASH BALANCE 412(E) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01DEBBIE KNIPE2023-10-06
0012021-01-01DEBBIE KNIPE2022-10-14
0012020-01-01DEBORAH KNIPE2021-10-14
0012019-01-01RICHARD BRIDGFORD2020-10-14
0012018-01-01RICHARD BRIDGFORD2019-07-31
0012017-01-01RICHARD BRIDGFORD2018-10-15
0012016-01-01RICHARD BRIDGFORD2017-10-16
0012015-01-01RICHARD BRIDGFORD2016-10-17
0012014-01-01RICHARD BRIDGFORD RICHARD BRIDGFORD2015-05-20
0012013-01-01DEBBIE KNIPE DEBBIE KNIPE2014-05-06
0012012-01-01RICHARD BRIDGFORD RICHARD BRIDGFORD2013-09-24
0012011-01-01RICHARD BRIDGFORD RICHARD BRIDGFORD2012-08-13
0012010-01-01RICHARD BRIDGFORD RICHARD BRIDGFORD2011-09-19
0012009-01-01RICHARD BRIDGFORD RICHARD BRIDGFORD2010-10-07

Plan Statistics for BRIDGFORD AND GLEASON CASH BALANCE 412(E) PLAN

401k plan membership statisitcs for BRIDGFORD AND GLEASON CASH BALANCE 412(E) PLAN

Measure Date Value
2014: BRIDGFORD AND GLEASON CASH BALANCE 412(E) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Total of all active and inactive participants2014-01-014
Total participants2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BRIDGFORD AND GLEASON CASH BALANCE 412(E) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
2012: BRIDGFORD AND GLEASON CASH BALANCE 412(E) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
2011: BRIDGFORD AND GLEASON CASH BALANCE 412(E) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-015
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
2010: BRIDGFORD AND GLEASON CASH BALANCE 412(E) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
2009: BRIDGFORD AND GLEASON CASH BALANCE 412(E) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012

Financial Data on BRIDGFORD AND GLEASON CASH BALANCE 412(E) PLAN

Measure Date Value
2014 : BRIDGFORD AND GLEASON CASH BALANCE 412(E) PLAN 2014 401k financial data
Total income from all sources2014-12-31$226,739
Expenses. Total of all expenses incurred2014-12-31$35,800
Benefits paid (including direct rollovers)2014-12-31$35,800
Total plan assets at end of year2014-12-31$1,351,786
Total plan assets at beginning of year2014-12-31$1,160,847
Other income received2014-12-31$48,020
Net income (gross income less expenses)2014-12-31$190,939
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,351,786
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,160,847
Total contributions received or receivable from employer(s)2014-12-31$178,719
2013 : BRIDGFORD AND GLEASON CASH BALANCE 412(E) PLAN 2013 401k financial data
Total income from all sources2013-12-31$218,752
Expenses. Total of all expenses incurred2013-12-31$36,454
Total plan assets at end of year2013-12-31$1,160,847
Total plan assets at beginning of year2013-12-31$978,549
Expenses. Other expenses not covered elsewhere2013-12-31$36,454
Other income received2013-12-31$39,377
Net income (gross income less expenses)2013-12-31$182,298
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,160,847
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$978,549
Total contributions received or receivable from employer(s)2013-12-31$179,375
2012 : BRIDGFORD AND GLEASON CASH BALANCE 412(E) PLAN 2012 401k financial data
Total income from all sources2012-12-31$225,100
Expenses. Total of all expenses incurred2012-12-31$37,939
Benefits paid (including direct rollovers)2012-12-31$2,140
Total plan assets at end of year2012-12-31$981,154
Total plan assets at beginning of year2012-12-31$793,993
Expenses. Other expenses not covered elsewhere2012-12-31$35,799
Other income received2012-12-31$49,594
Net income (gross income less expenses)2012-12-31$187,161
Net plan assets at end of year (total assets less liabilities)2012-12-31$981,154
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$793,993
Total contributions received or receivable from employer(s)2012-12-31$175,506
2011 : BRIDGFORD AND GLEASON CASH BALANCE 412(E) PLAN 2011 401k financial data
Total income from all sources2011-12-31$217,814
Expenses. Total of all expenses incurred2011-12-31$35,786
Total plan assets at end of year2011-12-31$788,705
Total plan assets at beginning of year2011-12-31$606,677
Expenses. Other expenses not covered elsewhere2011-12-31$35,786
Other income received2011-12-31$42,774
Net income (gross income less expenses)2011-12-31$182,028
Net plan assets at end of year (total assets less liabilities)2011-12-31$788,705
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$606,677
Total contributions received or receivable from employer(s)2011-12-31$175,040
2010 : BRIDGFORD AND GLEASON CASH BALANCE 412(E) PLAN 2010 401k financial data
Total income from all sources2010-12-31$214,074
Expenses. Total of all expenses incurred2010-12-31$34,558
Total plan assets at end of year2010-12-31$606,677
Total plan assets at beginning of year2010-12-31$427,161
Expenses. Other expenses not covered elsewhere2010-12-31$34,558
Other income received2010-12-31$44,155
Net income (gross income less expenses)2010-12-31$179,516
Net plan assets at end of year (total assets less liabilities)2010-12-31$606,677
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$427,161
Total contributions received or receivable from employer(s)2010-12-31$169,919

Form 5500 Responses for BRIDGFORD AND GLEASON CASH BALANCE 412(E) PLAN

2014: BRIDGFORD AND GLEASON CASH BALANCE 412(E) 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 – Section 412(e)(3) insurance ContractsYes
2014-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2013: BRIDGFORD AND GLEASON CASH BALANCE 412(E) 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 – Section 412(e)(3) insurance ContractsYes
2013-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2012: BRIDGFORD AND GLEASON CASH BALANCE 412(E) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 – Section 412(e)(3) insurance ContractsYes
2012-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2011: BRIDGFORD AND GLEASON CASH BALANCE 412(E) 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 – Section 412(e)(3) insurance ContractsYes
2011-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2010: BRIDGFORD AND GLEASON CASH BALANCE 412(E) 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 – Section 412(e)(3) insurance ContractsYes
2010-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2009: BRIDGFORD AND GLEASON CASH BALANCE 412(E) 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 – Section 412(e)(3) insurance ContractsYes
2009-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes

Insurance Providers Used on plan

PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number7846G
Policy instance 2
Insurance contract or identification number7846G
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Insurance broker organization code?3
Insurance broker nameKEITH BAUMGARN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number0030000299
Policy instance 1
Insurance contract or identification number0030000299
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,593
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $2,790
Insurance broker organization code?3
Insurance broker nameMCQUEEN KALLIGAN INSURANCE
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number0030000299
Policy instance 1
Insurance contract or identification number0030000299
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,586
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $2,401
Insurance broker organization code?3
Insurance broker nameMCQUEEN KALLIGAN INSURANCE
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number7846G
Policy instance 2
Insurance contract or identification number7846G
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,148
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $2,148
Insurance broker organization code?3
Insurance broker nameKEITH BAUMGARN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number0030000299
Policy instance 1
Insurance contract or identification number0030000299
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,419
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $4,892
Insurance broker organization code?3
Insurance broker nameKEITH BAUMGARN
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number7846G
Policy instance 2
Insurance contract or identification number7846G
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,727
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $3,674
Insurance broker organization code?3
Insurance broker nameKEITH BAUMGARN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number0030000299
Policy instance 1
Insurance contract or identification number0030000299
Number of Individuals Covered5
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,414
Total amount of fees paid to insurance companyUSD $0
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number7846G
Policy instance 2
Insurance contract or identification number7846G
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number0030000299
Policy instance 1
Insurance contract or identification number0030000299
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,414
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $3,249
Insurance broker organization code?3
Insurance broker nameKEITH BAUMGARN
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number7846G
Policy instance 2
Insurance contract or identification number7846G
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,456
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,728
Insurance broker organization code?3
Insurance broker nameKEITH BAUMGARN

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