Plan Name | BREEDLOVE, DENNIS & ASSOCIATES, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | BREEDLOVE, DENNIS & ASSOCIATES, INC |
Employer identification number (EIN): | 591694414 |
NAIC Classification: | 541600 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-04-01 | W MICHAEL DENNIS | 2023-08-28 | ||
001 | 2021-04-01 | W MICHAEL DENNIS | 2022-08-30 | ||
001 | 2020-04-01 | W MICHAEL DENNIS | 2021-08-11 | ||
001 | 2019-04-01 | W MICHAEL DENNIS | 2020-08-27 | ||
001 | 2018-04-01 | W MICHAEL DENNIS | 2019-10-24 | ||
001 | 2017-04-01 | W. MICHAEL DENNIS | 2018-10-26 | ||
001 | 2016-04-01 | W MICHAEL DENNIS | 2017-10-06 | ||
001 | 2015-04-01 | W. MICHAEL DENNIS | 2016-08-03 | ||
001 | 2014-04-01 | WILLIAM MICHAEL DENNIS | 2015-09-21 | ||
001 | 2013-04-01 | WILLIAM MICHAEL DENNIS | 2014-09-18 | ||
001 | 2012-04-01 | W. MICHAEL DENNIS | 2013-08-13 | W. MICHAEL DENNIS | 2013-08-13 |
001 | 2011-04-01 | W. MICHAEL DENNIS | 2012-10-08 | ||
001 | 2009-04-01 | THOMAS G. CHRISTMANN | THOMAS G. CHRISTMANN | 2010-10-05 |
Measure | Date | Value |
---|---|---|
2009: BREEDLOVE, DENNIS & ASSOCIATES, INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-04-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 35 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 5 |
Total of all active and inactive participants | 2009-04-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
Total participants | 2009-04-01 | 40 |
Number of participants with account balances | 2009-04-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : BREEDLOVE, DENNIS & ASSOCIATES, INC. 401(K) PLAN 2011 401k financial data | ||
Transfers to/from the plan | 2011-03-31 | $0 |
Total income from all sources | 2011-03-31 | $861,134 |
Expenses. Total of all expenses incurred | 2011-03-31 | $306,037 |
Benefits paid (including direct rollovers) | 2011-03-31 | $305,667 |
Total plan assets at end of year | 2011-03-31 | $4,127,112 |
Total plan assets at beginning of year | 2011-03-31 | $3,572,015 |
Value of fidelity bond covering the plan | 2011-03-31 | $250,000 |
Total contributions received or receivable from participants | 2011-03-31 | $257,162 |
Expenses. Other expenses not covered elsewhere | 2011-03-31 | $370 |
Contributions received from other sources (not participants or employers) | 2011-03-31 | $7,846 |
Other income received | 2011-03-31 | $460,502 |
Net income (gross income less expenses) | 2011-03-31 | $555,097 |
Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $4,127,112 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $3,572,015 |
Assets. Value of participant loans | 2011-03-31 | $156,075 |
Total contributions received or receivable from employer(s) | 2011-03-31 | $135,624 |
Value of certain deemed distributions of participant loans | 2011-03-31 | $0 |
Value of corrective distributions | 2011-03-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-03-31 | $0 |
Minimum employer required contribution for this plan year | 2011-03-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-03-31 | $0 |
2010 : BREEDLOVE, DENNIS & ASSOCIATES, INC. 401(K) PLAN 2010 401k financial data | ||
Funding deficiency by the employer to the plan for this plan year | 2010-03-31 | $0 |
Minimum employer required contribution for this plan year | 2010-03-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-03-31 | $0 |
2009: BREEDLOVE, DENNIS & ASSOCIATES, INC. 401(K) PLAN 2009 form 5500 responses | ||
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2009-04-01 | Type of plan entity | Single employer plan |
2009-04-01 | Submission has been amended | No |
2009-04-01 | This submission is the final filing | No |
2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-04-01 | Plan is a collectively bargained plan | No |
2009-04-01 | Plan funding arrangement – Insurance | Yes |
2009-04-01 | Plan funding arrangement – Trust | Yes |
2009-04-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | GA-028622 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
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