401k Plan data: BENDER, INC. SAFE HARBOR 401K PLAN plan

BENDER, INC. SAFE HARBOR 401K PLAN 401k Plan overview

Plan Name	BENDER, INC. SAFE HARBOR 401K PLAN
Plan identification number	001

BENDER, INC. SAFE HARBOR 401K PLAN 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.

401k Sponsoring company profile

BENDER, INC. has sponsored the creation of one or more 401k plans.

Company Name: BENDER, INC.

Employer identification number (EIN): 430678030

NAIC Classification: 323100

Additional information about BENDER, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1996-07-25

Company Identification Number: P96000062821

Legal Registered Office Address: 1040 NW 16TH STREET

STUART

34994

More information about BENDER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENDER, INC. SAFE HARBOR 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JIM BENDER 2023-06-20
001 2021-01-01 JIM BENDER 2022-06-08
001 2020-01-01 JIM BENDER 2021-06-04
001 2019-01-01 JIM BENDER 2020-10-13
001 2018-01-01 JIM BENDER 2019-06-11
001 2017-01-01 JIM BENDER 2018-10-05
001 2016-01-01 JIM J. BENDER 2017-10-16
001 2015-01-01 KENNETH BALLHEIMER 2016-07-12
001 2014-01-01 KENNETH BALLHEIMER
001 2013-01-01 KENNETH BALLHEIMER
001 2012-01-01 KEN BALLHEIMER 2013-02-08
001 2011-01-01 KEN BALLHEIMER DAVID BENDER 2012-05-25
001 2009-01-01 KEN BALLHEIMER DAVID BENDER 2010-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JIM BENDER	2023-06-20
001	2021-01-01	JIM BENDER	2022-06-08
001	2020-01-01	JIM BENDER	2021-06-04
001	2019-01-01	JIM BENDER	2020-10-13
001	2018-01-01	JIM BENDER	2019-06-11
001	2017-01-01	JIM BENDER	2018-10-05
001	2016-01-01	JIM J. BENDER	2017-10-16
001	2015-01-01	KENNETH BALLHEIMER	2016-07-12
001	2014-01-01	KENNETH BALLHEIMER
001	2013-01-01	KENNETH BALLHEIMER
001	2012-01-01	KEN BALLHEIMER	2013-02-08
001	2011-01-01	KEN BALLHEIMER		DAVID BENDER	2012-05-25
001	2009-01-01	KEN BALLHEIMER		DAVID BENDER	2010-07-26

Plan Statistics for BENDER, INC. SAFE HARBOR 401K PLAN

401k plan membership statisitcs for BENDER, INC. SAFE HARBOR 401K PLAN

Measure Date Value
2014: BENDER, INC. SAFE HARBOR 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 30
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 4
Total of all active and inactive participants 2014-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 34
Number of participants with account balances 2014-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BENDER, INC. SAFE HARBOR 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 31
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 36
Number of participants with account balances 2013-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2011: BENDER, INC. SAFE HARBOR 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 37
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 43
Number of participants with account balances 2011-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BENDER, INC. SAFE HARBOR 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 29
Number of retired or separated participants receiving benefits 2009-01-01 0
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 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 30
Number of participants with account balances 2009-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: BENDER, INC. SAFE HARBOR 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	30
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	4
Total of all active and inactive participants	2014-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	34
Number of participants with account balances	2014-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BENDER, INC. SAFE HARBOR 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	31
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	36
Number of participants with account balances	2013-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2011: BENDER, INC. SAFE HARBOR 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	37
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	43
Number of participants with account balances	2011-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BENDER, INC. SAFE HARBOR 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	29
Number of retired or separated participants receiving benefits	2009-01-01	0
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	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	30
Number of participants with account balances	2009-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BENDER, INC. SAFE HARBOR 401K PLAN

Measure	Date	Value
2014 : BENDER, INC. SAFE HARBOR 401K PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$326,460
Expenses. Total of all expenses incurred	2014-12-31	$146,747
Benefits paid (including direct rollovers)	2014-12-31	$146,357
Total plan assets at end of year	2014-12-31	$2,520,894
Total plan assets at beginning of year	2014-12-31	$2,341,181
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$131,277
Expenses. Other expenses not covered elsewhere	2014-12-31	$390
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$122,807
Net income (gross income less expenses)	2014-12-31	$179,713
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,520,894
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,341,181
Assets. Value of participant loans	2014-12-31	$146,423
Total contributions received or receivable from employer(s)	2014-12-31	$72,376
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : BENDER, INC. SAFE HARBOR 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$760,147
Expenses. Total of all expenses incurred	2013-12-31	$27,656
Benefits paid (including direct rollovers)	2013-12-31	$25,587
Total plan assets at end of year	2013-12-31	$2,341,182
Total plan assets at beginning of year	2013-12-31	$1,608,691
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$135,114
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,069
Contributions received from other sources (not participants or employers)	2013-12-31	$214,452
Other income received	2013-12-31	$406,363
Net income (gross income less expenses)	2013-12-31	$732,491
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,341,182
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,608,691
Assets. Value of participant loans	2013-12-31	$126,772
Total contributions received or receivable from employer(s)	2013-12-31	$4,218
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	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
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2011 : BENDER, INC. SAFE HARBOR 401K PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$163,674
Expenses. Total of all expenses incurred	2011-12-31	$39,661
Benefits paid (including direct rollovers)	2011-12-31	$39,661
Total plan assets at end of year	2011-12-31	$1,252,710
Total plan assets at beginning of year	2011-12-31	$1,128,697
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$144,171
Contributions received from other sources (not participants or employers)	2011-12-31	$11,697
Other income received	2011-12-31	$-70,782
Net income (gross income less expenses)	2011-12-31	$124,013
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,252,710
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,128,697
Assets. Value of participant loans	2011-12-31	$114,567
Total contributions received or receivable from employer(s)	2011-12-31	$78,588
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BENDER, INC. SAFE HARBOR 401K PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$318,913
Expenses. Total of all expenses incurred	2010-12-31	$46,497
Benefits paid (including direct rollovers)	2010-12-31	$46,497
Total plan assets at end of year	2010-12-31	$1,128,697
Total plan assets at beginning of year	2010-12-31	$856,281
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$132,855
Other income received	2010-12-31	$109,825
Net income (gross income less expenses)	2010-12-31	$272,416
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,128,697
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$856,281
Assets. Value of participant loans	2010-12-31	$73,684
Total contributions received or receivable from employer(s)	2010-12-31	$76,233
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : BENDER, INC. SAFE HARBOR 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BENDER, INC. SAFE HARBOR 401K PLAN

2014: BENDER, INC. SAFE HARBOR 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
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: BENDER, INC. SAFE HARBOR 401K PLAN 2013 form 5500 responses
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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2011: BENDER, INC. SAFE HARBOR 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
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
2009: BENDER, INC. SAFE HARBOR 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
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

Insurance Providers Used on plan

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

Policy contract number

GA-832993

Policy instance

Insurance contract or identification number	GA-832993
Number of Individuals Covered	24
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $4,844
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 $4,844
Insurance broker organization code?	3
Insurance broker name	EDWARD D JONES & CO L P.

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

Policy contract number

GA-832993

Policy instance

Insurance contract or identification number	GA-832993
Number of Individuals Covered	27
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $19,904
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 $19,904
Insurance broker organization code?	3
Insurance broker name	EDWARD D JONES & CO

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BENDER, INC.
Employer identification number (EIN):	430678030
NAIC Classification:	323100

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1996-07-25
Company Identification Number:	P96000062821
Legal Registered Office Address:	1040 NW 16TH STREET STUART 34994