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BODTKE & STEWART CAFETERIA PLAN 401k Plan overview

Plan NameBODTKE & STEWART CAFETERIA PLAN
Plan identification number 578

BODTKE & STEWART CAFETERIA PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

BODTKE CHARTERED has sponsored the creation of one or more 401k plans.

Company Name:BODTKE CHARTERED
Employer identification number (EIN):371237945
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BODTKE & STEWART CAFETERIA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5782017-01-01JAMES BODTKE JAMES BODTKE2017-07-12
5782016-01-01JAMES E BODTKE JAMES E BODTKE2017-07-10
5782015-01-01JAMES E BODTKE JAMES E BODTKE2016-07-07
5782014-01-01JAMES E BODTKE JAMES E BODTKE2015-07-14
5782013-01-01JAMES E BODTKE JAMES E BODTKE2014-06-24
5782012-01-01JAMES E BODTKE JAMES E BODTKE2013-07-15
5782011-01-01JAMES E BODTKE JAMES E BODTKE2012-07-13
5782010-01-01JAMES E BODTKE JAMES E BODTKE2011-07-22
5782009-01-01JAMES E BODTKE JAMES E BODTKE2010-07-19

Plan Statistics for BODTKE & STEWART CAFETERIA PLAN

401k plan membership statisitcs for BODTKE & STEWART CAFETERIA PLAN

Measure Date Value
2017: BODTKE & STEWART CAFETERIA PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-010
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
2016: BODTKE & STEWART CAFETERIA PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
2015: BODTKE & STEWART CAFETERIA PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
2014: BODTKE & STEWART CAFETERIA PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
2013: BODTKE & STEWART CAFETERIA PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
2012: BODTKE & STEWART CAFETERIA PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
2011: BODTKE & STEWART CAFETERIA PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
2010: BODTKE & STEWART CAFETERIA PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
2009: BODTKE & STEWART CAFETERIA PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013

Financial Data on BODTKE & STEWART CAFETERIA PLAN

Measure Date Value
2017 : BODTKE & STEWART CAFETERIA PLAN 2017 401k financial data
Total income from all sources2017-06-30$585
Expenses. Total of all expenses incurred2017-06-30$897
Benefits paid (including direct rollovers)2017-06-30$585
Total plan assets at end of year2017-06-30$0
Total plan assets at beginning of year2017-06-30$312
Value of fidelity bond covering the plan2017-06-30$500,000
Total contributions received or receivable from participants2017-06-30$585
Expenses. Other expenses not covered elsewhere2017-06-30$312
Net income (gross income less expenses)2017-06-30$-312
Net plan assets at end of year (total assets less liabilities)2017-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$312
2016 : BODTKE & STEWART CAFETERIA PLAN 2016 401k financial data
Total income from all sources2016-12-31$2,876
Expenses. Total of all expenses incurred2016-12-31$2,876
Benefits paid (including direct rollovers)2016-12-31$2,876
Total plan assets at end of year2016-12-31$312
Total plan assets at beginning of year2016-12-31$312
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$2,876
Net income (gross income less expenses)2016-12-31$0
Net plan assets at end of year (total assets less liabilities)2016-12-31$312
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$312
2015 : BODTKE & STEWART CAFETERIA PLAN 2015 401k financial data
Total income from all sources2015-12-31$2,950
Expenses. Total of all expenses incurred2015-12-31$3,015
Benefits paid (including direct rollovers)2015-12-31$3,015
Total plan assets at end of year2015-12-31$312
Total plan assets at beginning of year2015-12-31$377
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$2,950
Net income (gross income less expenses)2015-12-31$-65
Net plan assets at end of year (total assets less liabilities)2015-12-31$312
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$377
2014 : BODTKE & STEWART CAFETERIA PLAN 2014 401k financial data
Total income from all sources2014-12-31$7,870
Expenses. Total of all expenses incurred2014-12-31$7,805
Benefits paid (including direct rollovers)2014-12-31$7,805
Total plan assets at end of year2014-12-31$377
Total plan assets at beginning of year2014-12-31$312
Value of fidelity bond covering the plan2014-12-31$571,000
Total contributions received or receivable from participants2014-12-31$7,870
Net income (gross income less expenses)2014-12-31$65
Net plan assets at end of year (total assets less liabilities)2014-12-31$377
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$312
2013 : BODTKE & STEWART CAFETERIA PLAN 2013 401k financial data
Total income from all sources2013-12-31$3,640
Expenses. Total of all expenses incurred2013-12-31$3,640
Benefits paid (including direct rollovers)2013-12-31$3,640
Total plan assets at end of year2013-12-31$312
Total plan assets at beginning of year2013-12-31$312
Value of fidelity bond covering the plan2013-12-31$571,000
Total contributions received or receivable from participants2013-12-31$3,640
Net income (gross income less expenses)2013-12-31$0
Net plan assets at end of year (total assets less liabilities)2013-12-31$312
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$312
2012 : BODTKE & STEWART CAFETERIA PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,105
Expenses. Total of all expenses incurred2012-12-31$1,105
Benefits paid (including direct rollovers)2012-12-31$1,105
Total plan assets at end of year2012-12-31$312
Total plan assets at beginning of year2012-12-31$312
Value of fidelity bond covering the plan2012-12-31$71,000
Total contributions received or receivable from participants2012-12-31$1,105
Net income (gross income less expenses)2012-12-31$0
Net plan assets at end of year (total assets less liabilities)2012-12-31$312
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$312
2011 : BODTKE & STEWART CAFETERIA PLAN 2011 401k financial data
Total income from all sources2011-12-31$2,205
Expenses. Total of all expenses incurred2011-12-31$2,205
Benefits paid (including direct rollovers)2011-12-31$2,205
Total plan assets at end of year2011-12-31$312
Total plan assets at beginning of year2011-12-31$312
Value of fidelity bond covering the plan2011-12-31$60,000
Total contributions received or receivable from participants2011-12-31$2,205
Net income (gross income less expenses)2011-12-31$0
Net plan assets at end of year (total assets less liabilities)2011-12-31$312
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$312
2010 : BODTKE & STEWART CAFETERIA PLAN 2010 401k financial data
Total income from all sources2010-12-31$2,120
Expenses. Total of all expenses incurred2010-12-31$2,120
Benefits paid (including direct rollovers)2010-12-31$2,120
Total plan assets at end of year2010-12-31$312
Total plan assets at beginning of year2010-12-31$312
Value of fidelity bond covering the plan2010-12-31$40,000
Total contributions received or receivable from participants2010-12-31$2,120
Net income (gross income less expenses)2010-12-31$0
Net plan assets at end of year (total assets less liabilities)2010-12-31$312
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$312

Form 5500 Responses for BODTKE & STEWART CAFETERIA PLAN

2017: BODTKE & STEWART CAFETERIA PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BODTKE & STEWART CAFETERIA PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BODTKE & STEWART CAFETERIA PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BODTKE & STEWART CAFETERIA PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BODTKE & STEWART CAFETERIA PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BODTKE & STEWART CAFETERIA PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BODTKE & STEWART CAFETERIA PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BODTKE & STEWART CAFETERIA PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BODTKE & STEWART CAFETERIA PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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