B & P SWAB SERVICE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan B&P SWAB SERVICE INC 401K PS PLAN
| Measure | Date | Value |
|---|
| 2014: B&P SWAB SERVICE INC 401K PS PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 28 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 6 |
| Total of all active and inactive participants | 2014-07-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 34 |
| Number of participants with account balances | 2014-07-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| 2013: B&P SWAB SERVICE INC 401K PS PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 34 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 6 |
| Total of all active and inactive participants | 2013-07-01 | 40 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 40 |
| Number of participants with account balances | 2013-07-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| 2012: B&P SWAB SERVICE INC 401K PS PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 36 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 5 |
| Total of all active and inactive participants | 2012-07-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 41 |
| Number of participants with account balances | 2012-07-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 2 |
| 2011: B&P SWAB SERVICE INC 401K PS PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 40 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 3 |
| Total of all active and inactive participants | 2011-07-01 | 43 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 43 |
| Number of participants with account balances | 2011-07-01 | 40 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 4 |
| 2008: B&P SWAB SERVICE INC 401K PS PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-07-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-07-01 | 32 |
| Number of retired or separated participants receiving benefits | 2008-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-07-01 | 2 |
| Total of all active and inactive participants | 2008-07-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-07-01 | 0 |
| Total participants | 2008-07-01 | 34 |
| Number of participants with account balances | 2008-07-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-07-01 | 2 |
| Measure | Date | Value |
|---|
| 2015 : B&P SWAB SERVICE INC 401K PS PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-06-30 | $0 |
| Total income from all sources | 2015-06-30 | $211,630 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $84,392 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $84,153 |
| Total plan assets at end of year | 2015-06-30 | $1,893,845 |
| Total plan assets at beginning of year | 2015-06-30 | $1,766,607 |
| Value of fidelity bond covering the plan | 2015-06-30 | $60,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $108,195 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $239 |
| Contributions received from other sources (not participants or employers) | 2015-06-30 | $0 |
| Other income received | 2015-06-30 | $55,709 |
| Net income (gross income less expenses) | 2015-06-30 | $127,238 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $1,893,845 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $1,766,607 |
| Assets. Value of participant loans | 2015-06-30 | $15,017 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $47,726 |
| Value of certain deemed distributions of participant loans | 2015-06-30 | $0 |
| Value of corrective distributions | 2015-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| 2014 : B&P SWAB SERVICE INC 401K PS PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-06-30 | $2 |
| Total income from all sources | 2014-06-30 | $390,540 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $21,758 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $21,250 |
| Total plan assets at end of year | 2014-06-30 | $1,766,607 |
| Total plan assets at beginning of year | 2014-06-30 | $1,397,823 |
| Value of fidelity bond covering the plan | 2014-06-30 | $60,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $106,707 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $508 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
| Other income received | 2014-06-30 | $240,601 |
| Net income (gross income less expenses) | 2014-06-30 | $368,782 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $1,766,607 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $1,397,823 |
| Assets. Value of participant loans | 2014-06-30 | $24,839 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $43,232 |
| Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
| Value of corrective distributions | 2014-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2014-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-06-30 | $0 |
| 2013 : B&P SWAB SERVICE INC 401K PS PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-06-30 | $0 |
| Total income from all sources | 2013-06-30 | $340,158 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $97,589 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $96,923 |
| Total plan assets at end of year | 2013-06-30 | $1,397,823 |
| Total plan assets at beginning of year | 2013-06-30 | $1,155,254 |
| Value of fidelity bond covering the plan | 2013-06-30 | $60,000 |
| Total contributions received or receivable from participants | 2013-06-30 | $108,523 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $666 |
| Contributions received from other sources (not participants or employers) | 2013-06-30 | $0 |
| Other income received | 2013-06-30 | $188,688 |
| Net income (gross income less expenses) | 2013-06-30 | $242,569 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $1,397,823 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $1,155,254 |
| Assets. Value of participant loans | 2013-06-30 | $18,370 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $42,947 |
| Value of certain deemed distributions of participant loans | 2013-06-30 | $0 |
| Value of corrective distributions | 2013-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2013-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-06-30 | $0 |
| 2012 : B&P SWAB SERVICE INC 401K PS PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-06-30 | $0 |
| Total income from all sources | 2012-06-30 | $138,599 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $51,043 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $45,716 |
| Total plan assets at end of year | 2012-06-30 | $1,155,254 |
| Total plan assets at beginning of year | 2012-06-30 | $1,067,698 |
| Value of fidelity bond covering the plan | 2012-06-30 | $60,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $123,699 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $5,327 |
| Contributions received from other sources (not participants or employers) | 2012-06-30 | $0 |
| Other income received | 2012-06-30 | $-34,309 |
| Net income (gross income less expenses) | 2012-06-30 | $87,556 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $1,155,254 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,067,698 |
| Assets. Value of participant loans | 2012-06-30 | $13,891 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $49,209 |
| Value of certain deemed distributions of participant loans | 2012-06-30 | $0 |
| Value of corrective distributions | 2012-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2012-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-06-30 | $0 |
| 2009 : B&P SWAB SERVICE INC 401K PS PLAN 2009 401k financial data |
|---|
| Total income from all sources | 2009-06-30 | $-11,296 |
| Expenses. Total of all expenses incurred | 2009-06-30 | $10,025 |
| Total plan assets at end of year | 2009-06-30 | $613,300 |
| Total plan assets at beginning of year | 2009-06-30 | $634,621 |
| Value of fidelity bond covering the plan | 2009-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2009-06-30 | $141,172 |
| Expenses. Other expenses not covered elsewhere | 2009-06-30 | $10,025 |
| Other income received | 2009-06-30 | $-205,877 |
| Net income (gross income less expenses) | 2009-06-30 | $-21,321 |
| Net plan assets at end of year (total assets less liabilities) | 2009-06-30 | $613,300 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-06-30 | $634,621 |
| Assets. Value of participant loans | 2009-06-30 | $766 |
| Total contributions received or receivable from employer(s) | 2009-06-30 | $53,409 |
| 2014: B&P SWAB SERVICE INC 401K PS PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: B&P SWAB SERVICE INC 401K PS PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: B&P SWAB SERVICE INC 401K PS PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: B&P SWAB SERVICE INC 401K PS PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: B&P SWAB SERVICE INC 401K PS PLAN 2008 form 5500 responses |
|---|
| 2008-07-01 | Type of plan entity | Single employer plan |
| 2008-07-01 | Submission has been amended | No |
| 2008-07-01 | This submission is the final filing | No |
| 2008-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-07-01 | Plan is a collectively bargained plan | No |
| 2008-07-01 | Plan funding arrangement – Trust | Yes |
| 2008-07-01 | Plan benefit arrangement - Trust | Yes |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-828110 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-828110 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $5,267 | | 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 $5,267 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO ADVISORS INS AGENCY, LL |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-828110 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-828110 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $4,465 | | 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 $4,465 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO ADVISORS INS AGENCY, LL |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-828110 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-828110 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $1,724 | | 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 $1,724 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO ADVISORS INS AGY |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-828110 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-828110 | | Number of Individuals Covered | 40 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $11,446 | | 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 |
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