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B.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) PLAN 401k Plan overview

Plan NameB.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) PLAN
Plan identification number 001

B.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

B.E.T.LTD has sponsored the creation of one or more 401k plans.

Company Name:B.E.T.LTD
Employer identification number (EIN):341800484
NAIC Classification:532289
NAIC Description:All Other Consumer Goods Rental

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01TOM KNIGHT
0012016-01-01
0012015-01-01PHIL TISUE
0012014-01-01PHIL TISUE
0012013-01-01PHIL TISUE
0012012-01-01PHIL TISUE2014-11-06

Plan Statistics for B.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) PLAN

401k plan membership statisitcs for B.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) PLAN

Measure Date Value
2017: B.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01212
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: B.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01191
Total number of active participants reported on line 7a of the Form 55002016-01-01212
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01222
Number of participants with account balances2016-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: B.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01143
Total number of active participants reported on line 7a of the Form 55002015-01-01161
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01173
Number of participants with account balances2015-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: B.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01129
Total number of active participants reported on line 7a of the Form 55002014-01-01133
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01143
Number of participants with account balances2014-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: B.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01122
Total number of active participants reported on line 7a of the Form 55002013-01-01122
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01129
Number of participants with account balances2013-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016

Financial Data on B.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) PLAN

Measure Date Value
2017 : B.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$15,270
Total transfer of assets from this plan2017-12-31$26,053
Total income from all sources (including contributions)2017-12-31$84,154
Total of all expenses incurred2017-12-31$806,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$794,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$16,517
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$733,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$10,216
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$3,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-722,260
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$733,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at beginning of year2017-12-31$678,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$48,690
Net investment gain/loss from pooled separate accounts2017-12-31$67,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$6,301
Employer contributions (assets) at beginning of year2017-12-31$2,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$794,035
Contract administrator fees2017-12-31$12,379
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
2016 : B.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
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$205,062
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$38,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$32,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$165,114
Value of total assets at end of year2016-12-31$733,043
Value of total assets at beginning of year2016-12-31$566,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,891
Total interest from all sources2016-12-31$610
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$101,077
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$3,889
Participant contributions at beginning of year2016-12-31$8,551
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$166,126
Value of net assets at end of year (total assets less liabilities)2016-12-31$733,043
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$566,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$678,063
Value of interest in pooled separate accounts at beginning of year2016-12-31$516,425
Interest earned on other investments2016-12-31$610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$48,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$36,704
Net investment gain/loss from pooled separate accounts2016-12-31$39,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$64,037
Employer contributions (assets) at end of year2016-12-31$2,401
Employer contributions (assets) at beginning of year2016-12-31$5,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$32,045
Contract administrator fees2016-12-31$6,891
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COULTER & JUSTUS
Accountancy firm EIN2016-12-31621532536
2015 : B.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$156,935
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$39,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$33,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$163,825
Value of total assets at end of year2015-12-31$566,917
Value of total assets at beginning of year2015-12-31$449,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,243
Total interest from all sources2015-12-31$455
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$100,705
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$8,551
Participant contributions at beginning of year2015-12-31$4,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$117,344
Value of net assets at end of year (total assets less liabilities)2015-12-31$566,917
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$449,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$516,425
Value of interest in pooled separate accounts at beginning of year2015-12-31$417,752
Interest earned on other investments2015-12-31$455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$36,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$24,793
Net investment gain/loss from pooled separate accounts2015-12-31$-7,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$63,120
Employer contributions (assets) at end of year2015-12-31$5,237
Employer contributions (assets) at beginning of year2015-12-31$2,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$33,348
Contract administrator fees2015-12-31$6,243
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COULTER & JUSTUS
Accountancy firm EIN2015-12-31621532536
2014 : B.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$168,322
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$152,616
Value of total assets at end of year2014-12-31$449,573
Value of total assets at beginning of year2014-12-31$292,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,344
Total interest from all sources2014-12-31$342
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$93,223
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$4,290
Participant contributions at beginning of year2014-12-31$4,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$156,876
Value of net assets at end of year (total assets less liabilities)2014-12-31$449,573
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$292,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$417,752
Value of interest in pooled separate accounts at beginning of year2014-12-31$266,301
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$24,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$18,193
Net investment gain/loss from pooled separate accounts2014-12-31$15,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$59,393
Employer contributions (assets) at end of year2014-12-31$2,738
Employer contributions (assets) at beginning of year2014-12-31$3,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,102
Contract administrator fees2014-12-31$6,344
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COULTER & JUSTUS
Accountancy firm EIN2014-12-31621532536
2013 : B.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$181,361
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$151,316
Value of total assets at end of year2013-12-31$292,745
Value of total assets at beginning of year2013-12-31$122,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,219
Total interest from all sources2013-12-31$215
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$91,400
Participant contributions at end of year2013-12-31$4,986
Participant contributions at beginning of year2013-12-31$3,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$170,664
Value of net assets at end of year (total assets less liabilities)2013-12-31$292,745
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$122,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$266,301
Value of interest in pooled separate accounts at beginning of year2013-12-31$107,023
Interest earned on other investments2013-12-31$215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$18,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,642
Net investment gain/loss from pooled separate accounts2013-12-31$29,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$59,916
Employer contributions (assets) at end of year2013-12-31$3,265
Employer contributions (assets) at beginning of year2013-12-31$2,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,478
Contract administrator fees2013-12-31$3,219
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COULTER & JUSTUS
Accountancy firm EIN2013-12-31621532536

Form 5500 Responses for B.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) PLAN

2017: B.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: B.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: B.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: B.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: B.E.T. LTD. DBA BRIDGEPORT EQUIPMENT & TOOL 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-616
Policy instance 1
Insurance contract or identification number931061-616
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,379
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-616
Policy instance 1
Insurance contract or identification number931061-616
Number of Individuals Covered173
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,013
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $2,013
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0.00
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-616
Policy instance 1
Insurance contract or identification number931061-616
Number of Individuals Covered143
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,437
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $1,437
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0.00
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number961061-616
Policy instance 1
Insurance contract or identification number961061-616
Number of Individuals Covered129
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $784
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $606
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS, LLC

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