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BDL FAMILY HOLDINGS INC. 401(K) PLAN 401k Plan overview

Plan NameBDL FAMILY HOLDINGS INC. 401(K) PLAN
Plan identification number 001

BDL FAMILY HOLDINGS INC. 401(K) 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.
  • 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

BDL FAMILY HOLDINGS INC. has sponsored the creation of one or more 401k plans.

Company Name:BDL FAMILY HOLDINGS INC.
Employer identification number (EIN):813951899
NAIC Classification:325300

Additional information about BDL FAMILY HOLDINGS INC.

Jurisdiction of Incorporation: Secretary of State Rhode Island
Incorporation Date: 2016-09-16
Company Identification Number: 1666800
Legal Registered Office Address: 8 STEERE ROAD

CUMBERLAND
United States of America (USA)
02864

More information about BDL FAMILY HOLDINGS INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BDL FAMILY HOLDINGS INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ROBERT BRIAN LARENCE ROBERT BRIAN LARENCE2019-07-13
0012017-01-01ROBERT BRIAN LARENCE ROBERT BRIAN LARENCE2018-06-25
0012016-09-17ROBERT BRIAN LARENCE ROBERT BRIAN LARENCE2017-06-21

Plan Statistics for BDL FAMILY HOLDINGS INC. 401(K) PLAN

401k plan membership statisitcs for BDL FAMILY HOLDINGS INC. 401(K) PLAN

Measure Date Value
2023: BDL FAMILY HOLDINGS INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011
Total number of active participants reported on line 7a of the Form 55002023-01-012
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012
Number of participants with account balances2023-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: BDL FAMILY HOLDINGS INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BDL FAMILY HOLDINGS INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BDL FAMILY HOLDINGS INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BDL FAMILY HOLDINGS INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BDL FAMILY HOLDINGS INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BDL FAMILY HOLDINGS INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BDL FAMILY HOLDINGS INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-170
Total number of active participants reported on line 7a of the Form 55002016-09-171
Number of retired or separated participants receiving benefits2016-09-170
Number of other retired or separated participants entitled to future benefits2016-09-170
Total of all active and inactive participants2016-09-171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-170
Total participants2016-09-171
Number of participants with account balances2016-09-171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-170

Financial Data on BDL FAMILY HOLDINGS INC. 401(K) PLAN

Measure Date Value
2023 : BDL FAMILY HOLDINGS INC. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$322,171
Expenses. Total of all expenses incurred2023-12-31$0
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$674,548
Total plan assets at beginning of year2023-12-31$352,377
Value of fidelity bond covering the plan2023-12-31$50,000
Total contributions received or receivable from participants2023-12-31$30,546
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$284,429
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$322,171
Net plan assets at end of year (total assets less liabilities)2023-12-31$674,548
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$352,377
Assets. Value of employer securities2023-12-31$497,333
Total contributions received or receivable from employer(s)2023-12-31$7,196
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : BDL FAMILY HOLDINGS INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$71,310
Expenses. Total of all expenses incurred2022-12-31$0
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$352,377
Total plan assets at beginning of year2022-12-31$281,067
Value of fidelity bond covering the plan2022-12-31$20,000
Total contributions received or receivable from participants2022-12-31$26,352
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$39,896
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$71,310
Net plan assets at end of year (total assets less liabilities)2022-12-31$352,377
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$281,067
Assets. Value of employer securities2022-12-31$285,436
Total contributions received or receivable from employer(s)2022-12-31$5,062
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : BDL FAMILY HOLDINGS INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$18,635
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$281,067
Total plan assets at beginning of year2021-12-31$262,432
Value of fidelity bond covering the plan2021-12-31$20,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$18,635
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$18,635
Net plan assets at end of year (total assets less liabilities)2021-12-31$281,067
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$262,432
Assets. Value of employer securities2021-12-31$281,067
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : BDL FAMILY HOLDINGS INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$64,581
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$262,432
Total plan assets at beginning of year2020-12-31$197,851
Value of fidelity bond covering the plan2020-12-31$20,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$64,581
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$64,581
Net plan assets at end of year (total assets less liabilities)2020-12-31$262,432
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$197,851
Assets. Value of employer securities2020-12-31$262,432
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : BDL FAMILY HOLDINGS INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$-24,867
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$197,851
Total plan assets at beginning of year2019-12-31$222,718
Value of fidelity bond covering the plan2019-12-31$20,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$-24,867
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-24,867
Net plan assets at end of year (total assets less liabilities)2019-12-31$197,851
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$222,718
Assets. Value of employer securities2019-12-31$197,851
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : BDL FAMILY HOLDINGS INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$43,321
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$222,718
Total plan assets at beginning of year2018-12-31$179,397
Value of fidelity bond covering the plan2018-12-31$20,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$43,321
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$43,321
Net plan assets at end of year (total assets less liabilities)2018-12-31$222,718
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$179,397
Assets. Value of employer securities2018-12-31$222,718
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : BDL FAMILY HOLDINGS INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$-9,698
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$179,397
Total plan assets at beginning of year2017-12-31$189,095
Value of fidelity bond covering the plan2017-12-31$20,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$-9,698
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-9,698
Net plan assets at end of year (total assets less liabilities)2017-12-31$179,397
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$189,095
Assets. Value of employer securities2017-12-31$179,397
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : BDL FAMILY HOLDINGS INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$189,095
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$189,095
Total plan assets at beginning of year2016-12-31$0
Value of fidelity bond covering the plan2016-12-31$20,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$200,376
Other income received2016-12-31$-11,281
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$189,095
Net plan assets at end of year (total assets less liabilities)2016-12-31$189,095
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Assets. Value of employer securities2016-12-31$189,095
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0

Form 5500 Responses for BDL FAMILY HOLDINGS INC. 401(K) PLAN

2023: BDL FAMILY HOLDINGS INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BDL FAMILY HOLDINGS INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BDL FAMILY HOLDINGS INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BDL FAMILY HOLDINGS INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BDL FAMILY HOLDINGS INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BDL FAMILY HOLDINGS INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BDL FAMILY HOLDINGS INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BDL FAMILY HOLDINGS INC. 401(K) PLAN 2016 form 5500 responses
2016-09-17Type of plan entitySingle employer plan
2016-09-17First time form 5500 has been submittedYes
2016-09-17Submission has been amendedNo
2016-09-17This submission is the final filingNo
2016-09-17This return/report is a short plan year return/report (less than 12 months)Yes
2016-09-17Plan is a collectively bargained planNo
2016-09-17Plan funding arrangement – TrustYes
2016-09-17Plan benefit arrangement - TrustYes

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