Plan Name | BREAKELL, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BREAKELL, INC. |
Employer identification number (EIN): | 540702766 |
NAIC Classification: | 236200 |
Additional information about BREAKELL, INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1962-01-12 |
Company Identification Number: | 0092382 |
Legal Registered Office Address: |
3256 ALLENDALE ST ROANOKE United States of America (USA) 24014 |
More information about BREAKELL, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2014-01-01 | STAN BREAKELL | |||
001 | 2013-01-01 | STAN BREAKELL | |||
001 | 2012-01-01 | STAN BREAKELL | |||
001 | 2011-01-01 | STAN BREAKELL | |||
001 | 2010-01-01 | ANGELA JAMISON | |||
001 | 2009-01-01 | ANGELA JAMISON | STANLEY G. BREAKELL | 2010-10-05 | |
001 | 2009-01-01 | ANGELA JAMISON | STANLEY G. BREAKELL | 2010-10-05 |
Measure | Date | Value |
---|---|---|
2014: BREAKELL, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2014-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 0 |
Number of participants with account balances | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BREAKELL, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 99 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
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 | 88 |
Total of all active and inactive participants | 2013-01-01 | 88 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 90 |
Number of participants with account balances | 2013-01-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BREAKELL, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 115 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
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 | 97 |
Total of all active and inactive participants | 2012-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 99 |
Number of participants with account balances | 2012-01-01 | 99 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BREAKELL, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 61 |
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 | 49 |
Total of all active and inactive participants | 2011-01-01 | 110 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 112 |
Number of participants with account balances | 2011-01-01 | 100 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 13 |
2010: BREAKELL, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 65 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 34 |
Total of all active and inactive participants | 2010-01-01 | 99 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 2 |
Total participants | 2010-01-01 | 101 |
Number of participants with account balances | 2010-01-01 | 101 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
2009: BREAKELL, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 117 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 65 |
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 | 29 |
Total of all active and inactive participants | 2009-01-01 | 94 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 95 |
Number of participants with account balances | 2009-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2014 : BREAKELL, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-06-30 | $0 |
Total plan liabilities at end of year | 2014-06-30 | $0 |
Total plan liabilities at beginning of year | 2014-06-30 | $16,600 |
Total income from all sources | 2014-06-30 | $-76,087 |
Expenses. Total of all expenses incurred | 2014-06-30 | $318,546 |
Benefits paid (including direct rollovers) | 2014-06-30 | $309,667 |
Total plan assets at end of year | 2014-06-30 | $0 |
Total plan assets at beginning of year | 2014-06-30 | $411,233 |
Value of fidelity bond covering the plan | 2014-06-30 | $100,000 |
Total contributions received or receivable from participants | 2014-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
Other income received | 2014-06-30 | $-76,087 |
Noncash contributions received | 2014-06-30 | $0 |
Net income (gross income less expenses) | 2014-06-30 | $-394,633 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $394,633 |
Assets. Value of employer securities | 2014-06-30 | $0 |
Total contributions received or receivable from employer(s) | 2014-06-30 | $0 |
Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
Value of corrective distributions | 2014-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $8,879 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
2013 : BREAKELL, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $16,600 |
Total plan liabilities at beginning of year | 2013-12-31 | $26,319 |
Total income from all sources | 2013-12-31 | $47,469 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,083,456 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,079,817 |
Total plan assets at end of year | 2013-12-31 | $411,233 |
Total plan assets at beginning of year | 2013-12-31 | $1,456,939 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
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 | $47,469 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $-1,035,987 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $394,633 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,430,620 |
Assets. Value of employer securities | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,639 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : BREAKELL, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2012 401k financial data | ||
Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $26,319 |
Total plan liabilities at beginning of year | 2012-12-31 | $85 |
Total income from all sources | 2012-12-31 | $148,474 |
Expenses. Total of all expenses incurred | 2012-12-31 | $336,160 |
Benefits paid (including direct rollovers) | 2012-12-31 | $290,592 |
Total plan assets at end of year | 2012-12-31 | $1,456,939 |
Total plan assets at beginning of year | 2012-12-31 | $1,618,391 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $20,202 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $26,234 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $128,272 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $-187,686 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,430,620 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,618,306 |
Assets. Value of employer securities | 2012-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $19,334 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : BREAKELL, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2011 401k financial data | ||
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $85 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $34,190 |
Expenses. Total of all expenses incurred | 2011-12-31 | $31,248 |
Benefits paid (including direct rollovers) | 2011-12-31 | $31,163 |
Total plan assets at end of year | 2011-12-31 | $1,618,391 |
Total plan assets at beginning of year | 2011-12-31 | $1,615,364 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $40,871 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $85 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-6,681 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $2,942 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,618,306 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,615,364 |
Assets. Value of employer securities | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 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 |
2010 : BREAKELL, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2010 401k financial data | ||
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $31,142 |
Total income from all sources | 2010-12-31 | $293,391 |
Expenses. Total of all expenses incurred | 2010-12-31 | $87,225 |
Benefits paid (including direct rollovers) | 2010-12-31 | $87,225 |
Total plan assets at end of year | 2010-12-31 | $4,297,664 |
Total plan assets at beginning of year | 2010-12-31 | $4,122,640 |
Value of fidelity bond covering the plan | 2010-12-31 | $240,000 |
Total contributions received or receivable from participants | 2010-12-31 | $39,890 |
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 | $70,761 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $206,166 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,297,664 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,091,498 |
Assets. Value of employer securities | 2010-12-31 | $2,684,324 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $182,740 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 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 |
2009 : BREAKELL, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS 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 |
2014: BREAKELL, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS 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 | Yes |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BREAKELL, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS 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 |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BREAKELL, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2012 form 5500 responses | ||
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 – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BREAKELL, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS 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 – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BREAKELL, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2010 form 5500 responses | ||
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 – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BREAKELL, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2009 form 5500 responses | ||
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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |