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BEAULIEU AND SONS INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameBEAULIEU AND SONS INC. PROFIT SHARING PLAN
Plan identification number 001

BEAULIEU AND SONS INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

BEAULIEU AND SONS INC. has sponsored the creation of one or more 401k plans.

Company Name:BEAULIEU AND SONS INC.
Employer identification number (EIN):463516490
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEAULIEU AND SONS INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRETT BEAULIEU BRETT BEAULIEU2018-02-26
0012016-01-01BRETT BEAULIEU BRETT BEAULIEU2017-03-22
0012015-01-01BRETT BEAULIEU BRETT BEAULIEU2016-08-27
0012014-01-01BRETT BEAULIEU BRETT BEAULIEU2015-06-26

Plan Statistics for BEAULIEU AND SONS INC. PROFIT SHARING PLAN

401k plan membership statisitcs for BEAULIEU AND SONS INC. PROFIT SHARING PLAN

Measure Date Value
2023: BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012
Total number of active participants reported on line 7a of the Form 55002023-01-012
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012
Number of participants with account balances2023-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
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 participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BEAULIEU AND SONS INC. PROFIT SHARING 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
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BEAULIEU AND SONS INC. PROFIT SHARING 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
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BEAULIEU AND SONS INC. PROFIT SHARING 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
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on BEAULIEU AND SONS INC. PROFIT SHARING PLAN

Measure Date Value
2023 : BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$6,541
Total plan assets at end of year2023-12-31$644,333
Total plan assets at beginning of year2023-12-31$637,792
Other income received2023-12-31$6,541
Net income (gross income less expenses)2023-12-31$6,541
Net plan assets at end of year (total assets less liabilities)2023-12-31$644,333
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$637,792
Assets. Value of employer securities2023-12-31$644,333
2022 : BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$179,781
Total plan assets at end of year2022-12-31$637,792
Total plan assets at beginning of year2022-12-31$458,011
Other income received2022-12-31$179,781
Net income (gross income less expenses)2022-12-31$179,781
Net plan assets at end of year (total assets less liabilities)2022-12-31$637,792
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$458,011
Assets. Value of employer securities2022-12-31$637,792
2021 : BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$7,981
Total plan assets at end of year2021-12-31$458,011
Total plan assets at beginning of year2021-12-31$450,030
Other income received2021-12-31$7,981
Net income (gross income less expenses)2021-12-31$7,981
Net plan assets at end of year (total assets less liabilities)2021-12-31$458,011
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$450,030
Assets. Value of employer securities2021-12-31$458,011
2020 : BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$-8,489
Total plan assets at end of year2020-12-31$450,030
Total plan assets at beginning of year2020-12-31$458,519
Other income received2020-12-31$-8,489
Net income (gross income less expenses)2020-12-31$-8,489
Net plan assets at end of year (total assets less liabilities)2020-12-31$450,030
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$458,519
Assets. Value of employer securities2020-12-31$450,030
2019 : BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$-19,324
Total plan assets at end of year2019-12-31$458,519
Total plan assets at beginning of year2019-12-31$477,843
Other income received2019-12-31$-19,324
Net income (gross income less expenses)2019-12-31$-19,324
Net plan assets at end of year (total assets less liabilities)2019-12-31$458,519
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$477,843
Assets. Value of employer securities2019-12-31$458,519
2018 : BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-3,322
Total plan assets at end of year2018-12-31$477,843
Total plan assets at beginning of year2018-12-31$481,165
Other income received2018-12-31$-3,322
Net income (gross income less expenses)2018-12-31$-3,322
Net plan assets at end of year (total assets less liabilities)2018-12-31$477,843
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$481,165
Assets. Value of employer securities2018-12-31$477,843
2017 : BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$12,876
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$481,165
Total plan assets at beginning of year2017-12-31$468,289
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$12,876
Net income (gross income less expenses)2017-12-31$12,876
Net plan assets at end of year (total assets less liabilities)2017-12-31$481,165
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$468,289
Assets. Value of employer securities2017-12-31$481,165
Total contributions received or receivable from employer(s)2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$22,300
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$468,289
Total plan assets at beginning of year2016-12-31$445,989
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$22,300
Net income (gross income less expenses)2016-12-31$22,300
Net plan assets at end of year (total assets less liabilities)2016-12-31$468,289
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$445,989
Assets. Value of employer securities2016-12-31$468,289
Total contributions received or receivable from employer(s)2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$21,237
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$445,989
Total plan assets at beginning of year2015-12-31$424,752
Value of fidelity bond covering the plan2015-12-31$45,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$21,237
Net income (gross income less expenses)2015-12-31$21,237
Net plan assets at end of year (total assets less liabilities)2015-12-31$445,989
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$424,752
Assets. Value of employer securities2015-12-31$445,989
Total contributions received or receivable from employer(s)2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$-150,348
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$424,752
Total plan assets at beginning of year2014-12-31$575,100
Value of fidelity bond covering the plan2014-12-31$45,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-150,348
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-150,348
Net plan assets at end of year (total assets less liabilities)2014-12-31$424,752
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$575,100
Assets. Value of employer securities2014-12-31$424,752
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0

Form 5500 Responses for BEAULIEU AND SONS INC. PROFIT SHARING PLAN

2023: BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BEAULIEU AND SONS INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BEAULIEU AND SONS INC. PROFIT SHARING 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BEAULIEU AND SONS INC. PROFIT SHARING 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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