BAUMGARTNER & BEITLER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BAUMGARTNER & BEITLER PENSION PLAN
Measure | Date | Value |
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2013: BAUMGARTNER & BEITLER PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
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 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 8 |
Number of participants with account balances | 2013-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BAUMGARTNER & BEITLER PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
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 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 6 |
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: BAUMGARTNER & BEITLER PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
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 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 7 |
Number of participants with account balances | 2011-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: BAUMGARTNER & BEITLER PENSION PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 7 |
Number of participants with account balances | 2010-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: BAUMGARTNER & BEITLER PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 7 |
Number of participants with account balances | 2009-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2013 : BAUMGARTNER & BEITLER PENSION PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $342,724 |
Expenses. Total of all expenses incurred | 2013-12-31 | $39,836 |
Benefits paid (including direct rollovers) | 2013-12-31 | $39,836 |
Total plan assets at end of year | 2013-12-31 | $3,845,557 |
Total plan assets at beginning of year | 2013-12-31 | $3,542,669 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
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 | $308,092 |
Net income (gross income less expenses) | 2013-12-31 | $302,888 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,845,557 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,542,669 |
Assets. Value of participant loans | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $34,632 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
2012 : BAUMGARTNER & BEITLER PENSION PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $651,671 |
Expenses. Total of all expenses incurred | 2012-12-31 | $39,377 |
Benefits paid (including direct rollovers) | 2012-12-31 | $39,377 |
Total plan assets at end of year | 2012-12-31 | $3,542,669 |
Total plan assets at beginning of year | 2012-12-31 | $2,930,376 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
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 | $599,587 |
Net income (gross income less expenses) | 2012-12-31 | $612,294 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,542,669 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,930,376 |
Assets. Value of participant loans | 2012-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $52,084 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $52,084 |
Minimum employer required contribution for this plan year | 2012-12-31 | $52,084 |
2011 : BAUMGARTNER & BEITLER PENSION PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $383,897 |
Expenses. Total of all expenses incurred | 2011-12-31 | $103,485 |
Benefits paid (including direct rollovers) | 2011-12-31 | $103,485 |
Total plan assets at end of year | 2011-12-31 | $2,930,376 |
Total plan assets at beginning of year | 2011-12-31 | $2,649,965 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $351,589 |
Net income (gross income less expenses) | 2011-12-31 | $280,412 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,930,376 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,649,965 |
Assets. Value of participant loans | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $32,308 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $6,907 |
Minimum employer required contribution for this plan year | 2011-12-31 | $6,907 |
2010 : BAUMGARTNER & BEITLER PENSION PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $486,011 |
Expenses. Total of all expenses incurred | 2010-12-31 | $38,934 |
Benefits paid (including direct rollovers) | 2010-12-31 | $38,934 |
Total plan assets at end of year | 2010-12-31 | $2,649,965 |
Total plan assets at beginning of year | 2010-12-31 | $2,202,888 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $464,740 |
Net income (gross income less expenses) | 2010-12-31 | $447,077 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,649,965 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,202,888 |
Assets. Value of participant loans | 2010-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $21,271 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $21,271 |
Minimum employer required contribution for this plan year | 2010-12-31 | $21,271 |
2009 : BAUMGARTNER & BEITLER PENSION PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $7,126 |
Minimum employer required contribution for this plan year | 2009-12-31 | $7,126 |
2013: BAUMGARTNER & BEITLER PENSION PLAN 2013 form 5500 responses |
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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: BAUMGARTNER & BEITLER PENSION PLAN 2012 form 5500 responses |
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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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BAUMGARTNER & BEITLER PENSION PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BAUMGARTNER & BEITLER PENSION PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BAUMGARTNER & BEITLER PENSION PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |