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STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSTACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

STACEY A. BARDFIELD CO., INC. 401(K) 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.
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STACEY A. BARDFIELD CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:STACEY A. BARDFIELD CO., INC.
Employer identification number (EIN):770045292
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-11-01STACEY A. BARDFIELD2024-02-01
0012021-11-01STACEY A. BARDFIELD2022-11-15
0012020-11-01STACEY A. BARDFIELD2022-01-10
0012019-11-01STACEY A. BARDFIELD2020-11-25
0012018-11-01STACEY A. BARDFIELD2019-12-09
0012017-11-01
0012016-11-01
0012015-11-01
0012014-11-01
0012013-11-01STACEY BARDFIELD STACEY BARDFIELD2015-02-10
0012012-11-01STACEY BARDFIELD STACEY BARDFIELD2014-01-02
0012011-11-01STACEY BARDFIELD STACEY BARDFIELD2013-01-22
0012010-11-01STACEY A. BARDFIELD STACEY A. BARDFIELD2011-11-16
0012009-11-01STACEY BARDFIELD STACEY BARDFIELD2010-12-28

Plan Statistics for STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-11-012
Total number of active participants reported on line 7a of the Form 55002022-11-012
Number of retired or separated participants receiving benefits2022-11-010
Number of other retired or separated participants entitled to future benefits2022-11-010
Total of all active and inactive participants2022-11-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-11-010
Total participants2022-11-012
Number of participants with account balances2022-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-11-010
2021: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-11-012
Total number of active participants reported on line 7a of the Form 55002021-11-012
Total of all active and inactive participants2021-11-012
Total participants2021-11-012
Number of participants with account balances2021-11-012
2020: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-012
Total number of active participants reported on line 7a of the Form 55002020-11-012
Number of retired or separated participants receiving benefits2020-11-010
Total of all active and inactive participants2020-11-012
Total participants2020-11-012
Number of participants with account balances2020-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-11-010
2019: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-012
Total number of active participants reported on line 7a of the Form 55002019-11-012
Total of all active and inactive participants2019-11-012
Total participants2019-11-012
Number of participants with account balances2019-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-11-010
2018: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-012
Total number of active participants reported on line 7a of the Form 55002018-11-012
Number of retired or separated participants receiving benefits2018-11-010
Total of all active and inactive participants2018-11-012
Total participants2018-11-012
Number of participants with account balances2018-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-010
2017: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-012
Total number of active participants reported on line 7a of the Form 55002017-11-012
Total of all active and inactive participants2017-11-012
Total participants2017-11-012
Number of participants with account balances2017-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-010
2016: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-012
Total number of active participants reported on line 7a of the Form 55002016-11-012
Number of retired or separated participants receiving benefits2016-11-010
Number of other retired or separated participants entitled to future benefits2016-11-010
Total of all active and inactive participants2016-11-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-012
Number of participants with account balances2016-11-012
2015: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-012
Total number of active participants reported on line 7a of the Form 55002015-11-012
Number of retired or separated participants receiving benefits2015-11-010
Number of other retired or separated participants entitled to future benefits2015-11-010
Total of all active and inactive participants2015-11-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-012
Number of participants with account balances2015-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
2014: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-012
Total number of active participants reported on line 7a of the Form 55002014-11-012
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-010
Total of all active and inactive participants2014-11-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-012
Number of participants with account balances2014-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
2013: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-012
Total number of active participants reported on line 7a of the Form 55002013-11-012
Total of all active and inactive participants2013-11-012
Total participants2013-11-012
Number of participants with account balances2013-11-012
2012: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-012
Total number of active participants reported on line 7a of the Form 55002012-11-012
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-010
Total of all active and inactive participants2012-11-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-012
Number of participants with account balances2012-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-010
2011: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-012
Total number of active participants reported on line 7a of the Form 55002011-11-012
Number of retired or separated participants receiving benefits2011-11-010
Number of other retired or separated participants entitled to future benefits2011-11-010
Total of all active and inactive participants2011-11-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-012
Number of participants with account balances2011-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010
2010: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-11-012
Total number of active participants reported on line 7a of the Form 55002010-11-012
Number of retired or separated participants receiving benefits2010-11-010
Number of other retired or separated participants entitled to future benefits2010-11-010
Total of all active and inactive participants2010-11-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-010
Total participants2010-11-012
Number of participants with account balances2010-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-010
2009: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-012
Total number of active participants reported on line 7a of the Form 55002009-11-012
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-010
Total of all active and inactive participants2009-11-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-012
Number of participants with account balances2009-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010

Financial Data on STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-10-31$599,009
Expenses. Total of all expenses incurred2023-10-31$133,946
Total plan assets at end of year2023-10-31$11,326,300
Total plan assets at beginning of year2023-10-31$10,861,237
Value of fidelity bond covering the plan2023-10-31$500,000
Total contributions received or receivable from participants2023-10-31$30,000
Expenses. Other expenses not covered elsewhere2023-10-31$0
Contributions received from other sources (not participants or employers)2023-10-31$0
Other income received2023-10-31$525,509
Net income (gross income less expenses)2023-10-31$465,063
Net plan assets at end of year (total assets less liabilities)2023-10-31$11,326,300
Net plan assets at beginning of year (total assets less liabilities)2023-10-31$10,861,237
Assets. Value of real-estate (other than employer real property)2023-10-31$600,000
Total contributions received or receivable from employer(s)2023-10-31$43,500
Expenses. Administrative service providers (salaries,fees and commissions)2023-10-31$133,946
2022 : STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-10-31$-1,440,354
Expenses. Total of all expenses incurred2022-10-31$87,478
Total plan assets at end of year2022-10-31$10,861,237
Total plan assets at beginning of year2022-10-31$12,389,069
Value of fidelity bond covering the plan2022-10-31$500,000
Total contributions received or receivable from participants2022-10-31$38,250
Other income received2022-10-31$-1,544,354
Net income (gross income less expenses)2022-10-31$-1,527,832
Net plan assets at end of year (total assets less liabilities)2022-10-31$10,861,237
Net plan assets at beginning of year (total assets less liabilities)2022-10-31$12,389,069
Assets. Value of real-estate (other than employer real property)2022-10-31$500,000
Total contributions received or receivable from employer(s)2022-10-31$65,750
Expenses. Administrative service providers (salaries,fees and commissions)2022-10-31$87,478
2021 : STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-10-31$2,243,334
Expenses. Total of all expenses incurred2021-10-31$107,599
Total plan assets at end of year2021-10-31$12,389,069
Total plan assets at beginning of year2021-10-31$10,253,334
Value of fidelity bond covering the plan2021-10-31$500,000
Total contributions received or receivable from participants2021-10-31$52,000
Other income received2021-10-31$2,114,334
Net income (gross income less expenses)2021-10-31$2,135,735
Net plan assets at end of year (total assets less liabilities)2021-10-31$12,389,069
Net plan assets at beginning of year (total assets less liabilities)2021-10-31$10,253,334
Assets. Value of real-estate (other than employer real property)2021-10-31$500,000
Total contributions received or receivable from employer(s)2021-10-31$77,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-10-31$107,599
2020 : STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-10-31$1,006,401
Expenses. Total of all expenses incurred2020-10-31$86,957
Total plan assets at end of year2020-10-31$10,253,334
Total plan assets at beginning of year2020-10-31$9,333,890
Value of fidelity bond covering the plan2020-10-31$500,000
Total contributions received or receivable from participants2020-10-31$52,000
Other income received2020-10-31$879,401
Net income (gross income less expenses)2020-10-31$919,444
Net plan assets at end of year (total assets less liabilities)2020-10-31$10,253,334
Net plan assets at beginning of year (total assets less liabilities)2020-10-31$9,333,890
Assets. Value of real-estate (other than employer real property)2020-10-31$500,000
Total contributions received or receivable from employer(s)2020-10-31$75,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-10-31$86,957
2019 : STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-10-31$871,788
Expenses. Total of all expenses incurred2019-10-31$87,203
Total plan assets at end of year2019-10-31$9,333,890
Total plan assets at beginning of year2019-10-31$8,549,305
Value of fidelity bond covering the plan2019-10-31$500,000
Total contributions received or receivable from participants2019-10-31$50,000
Other income received2019-10-31$747,788
Net income (gross income less expenses)2019-10-31$784,585
Net plan assets at end of year (total assets less liabilities)2019-10-31$9,333,890
Net plan assets at beginning of year (total assets less liabilities)2019-10-31$8,549,305
Assets. Value of real-estate (other than employer real property)2019-10-31$400,000
Total contributions received or receivable from employer(s)2019-10-31$74,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-10-31$87,203
2018 : STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-10-31$0
Total income from all sources2018-10-31$653,671
Expenses. Total of all expenses incurred2018-10-31$70,404
Total plan assets at end of year2018-10-31$8,549,305
Total plan assets at beginning of year2018-10-31$7,966,038
Value of fidelity bond covering the plan2018-10-31$500,000
Total contributions received or receivable from participants2018-10-31$49,000
Expenses. Other expenses not covered elsewhere2018-10-31$3,634
Other income received2018-10-31$531,671
Net income (gross income less expenses)2018-10-31$583,267
Net plan assets at end of year (total assets less liabilities)2018-10-31$8,549,305
Net plan assets at beginning of year (total assets less liabilities)2018-10-31$7,966,038
Assets. Value of real-estate (other than employer real property)2018-10-31$400,000
Total contributions received or receivable from employer(s)2018-10-31$73,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-10-31$66,770
2017 : STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-10-31$0
Total plan liabilities at beginning of year2017-10-31$0
Total income from all sources2017-10-31$1,319,384
Expenses. Total of all expenses incurred2017-10-31$69,736
Total plan assets at end of year2017-10-31$7,966,038
Total plan assets at beginning of year2017-10-31$6,716,390
Value of fidelity bond covering the plan2017-10-31$600,000
Total contributions received or receivable from participants2017-10-31$48,000
Expenses. Other expenses not covered elsewhere2017-10-31$4,127
Other income received2017-10-31$1,201,384
Net income (gross income less expenses)2017-10-31$1,249,648
Net plan assets at end of year (total assets less liabilities)2017-10-31$7,966,038
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$6,716,390
Assets. Value of real-estate (other than employer real property)2017-10-31$350,000
Total contributions received or receivable from employer(s)2017-10-31$70,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-10-31$65,609
2016 : STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-10-31$0
Total plan liabilities at beginning of year2016-10-31$0
Total income from all sources2016-10-31$297,731
Expenses. Total of all expenses incurred2016-10-31$61,645
Total plan assets at end of year2016-10-31$6,716,390
Total plan assets at beginning of year2016-10-31$6,480,304
Value of fidelity bond covering the plan2016-10-31$600,000
Total contributions received or receivable from participants2016-10-31$48,000
Expenses. Other expenses not covered elsewhere2016-10-31$3,426
Other income received2016-10-31$179,731
Net income (gross income less expenses)2016-10-31$236,086
Net plan assets at end of year (total assets less liabilities)2016-10-31$6,716,390
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$6,480,304
Assets. Value of real-estate (other than employer real property)2016-10-31$300,000
Total contributions received or receivable from employer(s)2016-10-31$70,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-10-31$58,219
2015 : STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-10-31$0
Total income from all sources2015-10-31$161,033
Expenses. Total of all expenses incurred2015-10-31$53,000
Total plan assets at end of year2015-10-31$6,480,304
Total plan assets at beginning of year2015-10-31$6,372,271
Value of fidelity bond covering the plan2015-10-31$500,000
Total contributions received or receivable from participants2015-10-31$48,000
Expenses. Other expenses not covered elsewhere2015-10-31$3,473
Other income received2015-10-31$67,033
Net income (gross income less expenses)2015-10-31$108,033
Net plan assets at end of year (total assets less liabilities)2015-10-31$6,480,304
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$6,372,271
Assets. Value of real-estate (other than employer real property)2015-10-31$300,000
Total contributions received or receivable from employer(s)2015-10-31$46,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-10-31$49,527
2014 : STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-10-31$663,269
Expenses. Total of all expenses incurred2014-10-31$49,490
Total plan assets at end of year2014-10-31$6,372,271
Total plan assets at beginning of year2014-10-31$5,758,492
Value of fidelity bond covering the plan2014-10-31$200,000
Total contributions received or receivable from participants2014-10-31$38,618
Other income received2014-10-31$579,985
Net income (gross income less expenses)2014-10-31$613,779
Net plan assets at end of year (total assets less liabilities)2014-10-31$6,372,271
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$5,758,492
Assets. Value of real-estate (other than employer real property)2014-10-31$350,000
Total contributions received or receivable from employer(s)2014-10-31$44,666
Expenses. Administrative service providers (salaries,fees and commissions)2014-10-31$49,490
2013 : STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-10-31$0
Total plan liabilities at end of year2013-10-31$0
Total plan liabilities at beginning of year2013-10-31$0
Total income from all sources2013-10-31$3,714,098
Expenses. Total of all expenses incurred2013-10-31$36,715
Benefits paid (including direct rollovers)2013-10-31$0
Total plan assets at end of year2013-10-31$5,758,492
Total plan assets at beginning of year2013-10-31$2,081,109
Value of fidelity bond covering the plan2013-10-31$200,000
Total contributions received or receivable from participants2013-10-31$47,716
Expenses. Other expenses not covered elsewhere2013-10-31$0
Contributions received from other sources (not participants or employers)2013-10-31$3,292,439
Other income received2013-10-31$367,943
Noncash contributions received2013-10-31$0
Net income (gross income less expenses)2013-10-31$3,677,383
Net plan assets at end of year (total assets less liabilities)2013-10-31$5,758,492
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$2,081,109
Assets. Value of real-estate (other than employer real property)2013-10-31$350,000
Total contributions received or receivable from employer(s)2013-10-31$6,000
Value of certain deemed distributions of participant loans2013-10-31$0
Value of corrective distributions2013-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-10-31$36,715
2012 : STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-10-31$0
Total plan liabilities at end of year2012-10-31$0
Total plan liabilities at beginning of year2012-10-31$0
Total income from all sources2012-10-31$292,642
Expenses. Total of all expenses incurred2012-10-31$28,411
Benefits paid (including direct rollovers)2012-10-31$0
Total plan assets at end of year2012-10-31$2,068,102
Total plan assets at beginning of year2012-10-31$1,803,871
Value of fidelity bond covering the plan2012-10-31$200,000
Total contributions received or receivable from participants2012-10-31$35,926
Expenses. Other expenses not covered elsewhere2012-10-31$0
Contributions received from other sources (not participants or employers)2012-10-31$0
Other income received2012-10-31$194,650
Noncash contributions received2012-10-31$0
Net income (gross income less expenses)2012-10-31$264,231
Net plan assets at end of year (total assets less liabilities)2012-10-31$2,068,102
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$1,803,871
Assets. Value of real-estate (other than employer real property)2012-10-31$300,000
Total contributions received or receivable from employer(s)2012-10-31$62,066
Value of certain deemed distributions of participant loans2012-10-31$0
Value of corrective distributions2012-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-10-31$28,411
2011 : STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-10-31$0
Total plan liabilities at end of year2011-10-31$0
Total plan liabilities at beginning of year2011-10-31$0
Total income from all sources2011-10-31$-83,628
Expenses. Total of all expenses incurred2011-10-31$24,244
Benefits paid (including direct rollovers)2011-10-31$0
Total plan assets at end of year2011-10-31$1,803,871
Total plan assets at beginning of year2011-10-31$1,911,743
Value of fidelity bond covering the plan2011-10-31$200,000
Total contributions received or receivable from participants2011-10-31$63,623
Expenses. Other expenses not covered elsewhere2011-10-31$0
Contributions received from other sources (not participants or employers)2011-10-31$0
Other income received2011-10-31$-147,251
Noncash contributions received2011-10-31$0
Net income (gross income less expenses)2011-10-31$-107,872
Net plan assets at end of year (total assets less liabilities)2011-10-31$1,803,871
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$1,911,743
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-10-31$200,000
Assets. Value of real-estate (other than employer real property)2011-10-31$226,000
Total contributions received or receivable from employer(s)2011-10-31$0
Value of certain deemed distributions of participant loans2011-10-31$0
Value of corrective distributions2011-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-10-31$24,244

Form 5500 Responses for STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN

2022: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-11-01Type of plan entitySingle employer plan
2022-11-01Submission has been amendedNo
2022-11-01This submission is the final filingNo
2022-11-01This return/report is a short plan year return/report (less than 12 months)No
2022-11-01Plan is a collectively bargained planNo
2022-11-01Plan funding arrangement – InsuranceYes
2022-11-01Plan funding arrangement – TrustYes
2022-11-01Plan benefit arrangement - TrustYes
2021: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Submission has been amendedNo
2021-11-01This submission is the final filingNo
2021-11-01This return/report is a short plan year return/report (less than 12 months)No
2021-11-01Plan is a collectively bargained planNo
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement - TrustYes
2020: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement - TrustYes
2019: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement - TrustYes
2018: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement - TrustYes
2017: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement – InsuranceYes
2014-11-01Plan benefit arrangement - TrustYes
2013: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement – InsuranceYes
2013-11-01Plan benefit arrangement - TrustYes
2012: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-11-01Plan benefit arrangement - TrustYes
2011: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedYes
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement – InsuranceYes
2011-11-01Plan benefit arrangement - TrustYes
2010: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Submission has been amendedNo
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)No
2010-11-01Plan is a collectively bargained planNo
2010-11-01Plan funding arrangement – InsuranceYes
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement – InsuranceYes
2010-11-01Plan benefit arrangement - TrustYes
2009: STACEY A. BARDFIELD CO., INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number1OUL014393
Policy instance 1
Insurance contract or identification number1OUL014393
Number of Individuals Covered1
Insurance policy start date2022-11-01
Insurance policy end date2023-10-31
Total amount of fees paid to insurance companyUSD $0
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number10UL014393
Policy instance 1
Insurance contract or identification number10UL014393
Number of Individuals Covered1
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of fees paid to insurance companyUSD $0
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number10UL014393
Policy instance 1
Insurance contract or identification number10UL014393
Number of Individuals Covered1
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number10UL014393
Policy instance 1
Insurance contract or identification number10UL014393
Number of Individuals Covered1
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number10UL014393
Policy instance 1
Insurance contract or identification number10UL014393
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number10UL014393
Policy instance 1
Insurance contract or identification number10UL014393
Number of Individuals Covered1
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number10UL014393
Policy instance 1
Insurance contract or identification number10UL014393
Number of Individuals Covered1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number1OUL014393
Policy instance 1
Insurance contract or identification number1OUL014393
Number of Individuals Covered1
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number1OUL014393
Policy instance 1
Insurance contract or identification number1OUL014393
Number of Individuals Covered1
Insurance policy start date2013-11-01
Insurance policy end date2014-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Insurance broker organization code?3
Insurance broker nameCONNIE K. STAMOLIS
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number1OUL014393
Policy instance 1
Insurance contract or identification number1OUL014393
Number of Individuals Covered1
Insurance policy start date2012-11-01
Insurance policy end date2013-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Insurance broker nameCONNIE K. STAMOLIS
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number1OUL014393
Policy instance 1
Insurance contract or identification number1OUL014393
Number of Individuals Covered1
Insurance policy start date2011-11-01
Insurance policy end date2012-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number1OUL014393
Policy instance 1
Insurance contract or identification number1OUL014393
Number of Individuals Covered1
Insurance policy start date2010-11-01
Insurance policy end date2011-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes

Potentially related plans

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