401k Plan data: BHGP&S CO., INC. plan

BHGP&S CO., INC. 401k Plan overview

Plan Name	BHGP&S CO., INC.
Plan identification number	002

BHGP&S CO., INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

BHGP&S CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: BHGP&S CO., INC.

Employer identification number (EIN): 341088148

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BHGP&S CO., INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 PLAN SPONSOR 2023-10-16
002 2021-01-01 STEPHEN L BERGMAN 2022-10-13 STEPHEN L BERGMAN 2022-10-13
002 2020-01-01 STEPHEN L BERGMAN 2021-10-14 STEPHEN L BERGMAN 2021-10-14
002 2019-01-01 STEPHEN L BERGMAN 2020-10-14 STEPHEN L BERGMAN 2020-10-14
002 2018-01-01 STEPHEN L BERGMAN 2019-10-05
002 2017-01-01 STEPHEN L BERGMAN 2018-09-24
002 2016-01-01 STEPHEN BERGMAN 2017-07-28
002 2015-01-01 STEPHEN L BERGMAN 2016-07-12
002 2014-01-01 STEPHEN L BERGMAN
002 2013-01-01 STEPHEN L BERGMAN
002 2012-01-01 STEPHEN L BERGMAN STEPHEN L BERGMAN 2013-07-19
002 2011-01-01 STEPHEN L BERGMAN
002 2009-01-01 STEPHEN L BERGMAN
002 2009-01-01 STEPHEN L BERGMAN 2010-07-27
002 2009-01-01 STEPHEN L BERGMAN 2010-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	PLAN SPONSOR	2023-10-16
002	2021-01-01	STEPHEN L BERGMAN	2022-10-13	STEPHEN L BERGMAN	2022-10-13
002	2020-01-01	STEPHEN L BERGMAN	2021-10-14	STEPHEN L BERGMAN	2021-10-14
002	2019-01-01	STEPHEN L BERGMAN	2020-10-14	STEPHEN L BERGMAN	2020-10-14
002	2018-01-01	STEPHEN L BERGMAN	2019-10-05
002	2017-01-01	STEPHEN L BERGMAN	2018-09-24
002	2016-01-01	STEPHEN BERGMAN	2017-07-28
002	2015-01-01	STEPHEN L BERGMAN	2016-07-12
002	2014-01-01	STEPHEN L BERGMAN
002	2013-01-01	STEPHEN L BERGMAN
002	2012-01-01	STEPHEN L BERGMAN		STEPHEN L BERGMAN	2013-07-19
002	2011-01-01	STEPHEN L BERGMAN
002	2009-01-01	STEPHEN L BERGMAN
002	2009-01-01			STEPHEN L BERGMAN	2010-07-27
002	2009-01-01			STEPHEN L BERGMAN	2010-07-26

Plan Statistics for BHGP&S CO., INC.

401k plan membership statisitcs for BHGP&S CO., INC.

Measure Date Value
2014: BHGP&S CO., INC. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 1
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BHGP&S CO., INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 10
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
2012: BHGP&S CO., INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
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 2
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BHGP&S CO., INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 10
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BHGP&S CO., INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 12
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12

Measure	Date	Value
2014: BHGP&S CO., INC. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	1
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BHGP&S CO., INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	10
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
2012: BHGP&S CO., INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
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	2
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BHGP&S CO., INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	10
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BHGP&S CO., INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	12
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12

Financial Data on BHGP&S CO., INC.

Measure	Date	Value
2014 : BHGP&S CO., INC. 2014 401k financial data
Transfers to/from the plan	2014-12-31	$21
Total income from all sources	2014-12-31	$258,251
Expenses. Total of all expenses incurred	2014-12-31	$8,147
Benefits paid (including direct rollovers)	2014-12-31	$8,098
Total plan assets at end of year	2014-12-31	$3,774,783
Total plan assets at beginning of year	2014-12-31	$3,524,658
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$77,056
Expenses. Other expenses not covered elsewhere	2014-12-31	$49
Other income received	2014-12-31	$155,411
Net income (gross income less expenses)	2014-12-31	$250,104
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,774,783
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,524,658
Total contributions received or receivable from employer(s)	2014-12-31	$25,784
2013 : BHGP&S CO., INC. 2013 401k financial data
Total income from all sources	2013-12-31	$672,806
Expenses. Total of all expenses incurred	2013-12-31	$56
Total plan assets at end of year	2013-12-31	$3,524,658
Total plan assets at beginning of year	2013-12-31	$2,851,908
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$86,064
Other income received	2013-12-31	$559,349
Net income (gross income less expenses)	2013-12-31	$672,750
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,524,658
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,851,908
Assets. Value of participant loans	2013-12-31	$49,950
Total contributions received or receivable from employer(s)	2013-12-31	$27,393
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$56
2012 : BHGP&S CO., INC. 2012 401k financial data
Total income from all sources	2012-12-31	$417,121
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	$2,851,908
Total plan assets at beginning of year	2012-12-31	$2,434,787
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$80,600
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	$309,521
Net income (gross income less expenses)	2012-12-31	$417,121
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,851,908
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,434,787
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$27,000
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
2011 : BHGP&S CO., INC. 2011 401k financial data
Total income from all sources	2011-12-31	$9,853
Expenses. Total of all expenses incurred	2011-12-31	$42,130
Benefits paid (including direct rollovers)	2011-12-31	$36,838
Total plan assets at end of year	2011-12-31	$2,434,787
Total plan assets at beginning of year	2011-12-31	$2,467,064
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$67,535
Contributions received from other sources (not participants or employers)	2011-12-31	$37,176
Other income received	2011-12-31	$-121,531
Net income (gross income less expenses)	2011-12-31	$-32,277
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,434,787
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,467,064
Total contributions received or receivable from employer(s)	2011-12-31	$26,673
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$5,292
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : BHGP&S CO., INC. 2010 401k financial data
Total income from all sources	2010-12-31	$378,756
Expenses. Total of all expenses incurred	2010-12-31	$9,120
Benefits paid (including direct rollovers)	2010-12-31	$1,845
Total plan assets at end of year	2010-12-31	$2,467,064
Total plan assets at beginning of year	2010-12-31	$2,097,428
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$67,494
Other income received	2010-12-31	$284,589
Net income (gross income less expenses)	2010-12-31	$369,636
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,467,064
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,097,428
Assets. Value of participant loans	2010-12-31	$16,043
Total contributions received or receivable from employer(s)	2010-12-31	$26,673
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$7,275

Form 5500 Responses for BHGP&S CO., INC.

2014: BHGP&S CO., INC. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: BHGP&S CO., INC. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: BHGP&S CO., INC. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: BHGP&S CO., INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BHGP&S CO., INC. 2009 form 5500 responses
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

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-826061

Policy instance

Insurance contract or identification number	GA-826061
Number of Individuals Covered	9
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $3,548
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,548
Insurance broker organization code?	3
Insurance broker name	SECURITIES AMERICA INC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-826061

Policy instance

Insurance contract or identification number	GA-826061
Number of Individuals Covered	10
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $3,021
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,021
Insurance broker name	SECURITIES AMERICA INC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-826061

Policy instance

Insurance contract or identification number	GA-826061
Number of Individuals Covered	8
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,401
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,401
Insurance broker organization code?	3
Insurance broker name	SECURITIES AMERICA INC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-826061

Policy instance

Insurance contract or identification number	GA-826061
Number of Individuals Covered	10
Insurance policy start date	2011-04-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $13,005
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BHGP&S CO., INC.
Employer identification number (EIN):	341088148
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants