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BODWELL & ASSOCIATES RETIREMENT PLAN 401k Plan overview

Plan NameBODWELL & ASSOCIATES RETIREMENT PLAN
Plan identification number 001

BODWELL & ASSOCIATES RETIREMENT PLAN Benefits

401k Plan TypeDefined 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

BODWELL & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:BODWELL & ASSOCIATES
Employer identification number (EIN):561715434
NAIC Classification:442299
NAIC Description:All Other Home Furnishings Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BODWELL & ASSOCIATES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01KIM CARPENTER
0012014-01-01EDWARD F. DESTEFANI
0012013-01-01EDWARD F. DESTEFANI
0012012-01-01KIM T. CARPENTER
0012012-01-01KIM T. CARPENTER
0012011-01-01EDWARD F. DESTEFANI
0012010-01-01KIM T. CARPENTER
0012009-01-01EDWARD F. DESTEFANI

Plan Statistics for BODWELL & ASSOCIATES RETIREMENT PLAN

401k plan membership statisitcs for BODWELL & ASSOCIATES RETIREMENT PLAN

Measure Date Value
2015: BODWELL & ASSOCIATES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-019
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 participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BODWELL & ASSOCIATES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-019
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 participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019
Number of participants with account balances2014-01-019
2013: BODWELL & ASSOCIATES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110
Number of participants with account balances2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BODWELL & ASSOCIATES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BODWELL & ASSOCIATES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BODWELL & ASSOCIATES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0110
Total number of active participants reported on line 7a of the Form 55002010-01-018
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-019
Number of participants with account balances2010-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BODWELL & ASSOCIATES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BODWELL & ASSOCIATES RETIREMENT PLAN

Measure Date Value
2015 : BODWELL & ASSOCIATES RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,648
Expenses. Total of all expenses incurred2015-12-31$5,955
Benefits paid (including direct rollovers)2015-12-31$384
Total plan assets at end of year2015-12-31$515,274
Total plan assets at beginning of year2015-12-31$519,581
Value of fidelity bond covering the plan2015-12-31$30,000
Total contributions received or receivable from participants2015-12-31$21,630
Other income received2015-12-31$-19,982
Net income (gross income less expenses)2015-12-31$-4,307
Net plan assets at end of year (total assets less liabilities)2015-12-31$515,274
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$519,581
Assets. Value of participant loans2015-12-31$7,261
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,571
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BODWELL & ASSOCIATES RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$46,767
Expenses. Total of all expenses incurred2014-12-31$325,050
Benefits paid (including direct rollovers)2014-12-31$317,316
Total plan assets at end of year2014-12-31$519,581
Total plan assets at beginning of year2014-12-31$797,864
Value of fidelity bond covering the plan2014-12-31$30,000
Total contributions received or receivable from participants2014-12-31$20,110
Other income received2014-12-31$26,657
Net income (gross income less expenses)2014-12-31$-278,283
Net plan assets at end of year (total assets less liabilities)2014-12-31$519,581
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$797,864
Assets. Value of participant loans2014-12-31$10,822
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,734
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : BODWELL & ASSOCIATES RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$180,620
Expenses. Total of all expenses incurred2013-12-31$10,574
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$797,864
Total plan assets at beginning of year2013-12-31$627,818
Value of fidelity bond covering the plan2013-12-31$30,000
Total contributions received or receivable from participants2013-12-31$32,250
Expenses. Other expenses not covered elsewhere2013-12-31$30
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$148,370
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$170,046
Net plan assets at end of year (total assets less liabilities)2013-12-31$797,864
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$627,818
Assets. Value of participant loans2013-12-31$14,922
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$2,960
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$7,584
2012 : BODWELL & ASSOCIATES RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$108,939
Expenses. Total of all expenses incurred2012-12-31$23,875
Benefits paid (including direct rollovers)2012-12-31$17,527
Total plan assets at end of year2012-12-31$645,404
Total plan assets at beginning of year2012-12-31$560,340
Value of fidelity bond covering the plan2012-12-31$30,000
Total contributions received or receivable from participants2012-12-31$24,410
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$66,203
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$85,064
Net plan assets at end of year (total assets less liabilities)2012-12-31$645,404
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$560,340
Assets. Value of participant loans2012-12-31$17,060
Total contributions received or receivable from employer(s)2012-12-31$18,326
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,348
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : BODWELL & ASSOCIATES RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$29,114
Expenses. Total of all expenses incurred2011-12-31$18,631
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$560,340
Total plan assets at beginning of year2011-12-31$549,857
Value of fidelity bond covering the plan2011-12-31$30,000
Total contributions received or receivable from participants2011-12-31$33,614
Expenses. Other expenses not covered elsewhere2011-12-31$60
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-24,658
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$10,483
Net plan assets at end of year (total assets less liabilities)2011-12-31$560,340
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$549,857
Assets. Value of participant loans2011-12-31$6,826
Total contributions received or receivable from employer(s)2011-12-31$20,158
Value of certain deemed distributions of participant loans2011-12-31$12,660
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,911
2010 : BODWELL & ASSOCIATES RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$85,791
Expenses. Total of all expenses incurred2010-12-31$4,774
Benefits paid (including direct rollovers)2010-12-31$1,245
Total plan assets at end of year2010-12-31$549,857
Total plan assets at beginning of year2010-12-31$468,840
Value of fidelity bond covering the plan2010-12-31$30,000
Total contributions received or receivable from participants2010-12-31$23,695
Expenses. Other expenses not covered elsewhere2010-12-31$30
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$62,096
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$81,017
Net plan assets at end of year (total assets less liabilities)2010-12-31$549,857
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$468,840
Assets. Value of participant loans2010-12-31$15,071
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,499
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for BODWELL & ASSOCIATES RETIREMENT PLAN

2015: BODWELL & ASSOCIATES RETIREMENT 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: BODWELL & ASSOCIATES RETIREMENT 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
2013: BODWELL & ASSOCIATES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BODWELL & ASSOCIATES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BODWELL & ASSOCIATES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BODWELL & ASSOCIATES RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BODWELL & ASSOCIATES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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