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GARBO PROFIT SHARING PLAN 401k Plan overview

Plan NameGARBO PROFIT SHARING PLAN
Plan identification number 001

GARBO PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

B,H,& A, INC. has sponsored the creation of one or more 401k plans.

Company Name:B,H,& A, INC.
Employer identification number (EIN):840956356
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARBO PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-02-01
0012019-02-01
0012018-02-01
0012017-02-01GARY BOHALL GARY BOHALL2018-10-30
0012016-02-01GARY BOHALL GARY BOHALL2017-06-06
0012015-02-01GARY BOHALL GARY BOHALL2016-11-04
0012014-02-01GARY BOHALL GARY BOHALL2015-10-27
0012013-02-01GARY B BOHALL GARY B BOHALL2014-08-12
0012012-02-01GARY B BOHALL GARY B BOHALL2013-08-09
0012011-02-01GARY B BOHALL GARY B BOHALL2012-10-01
0012010-02-01GARY B BOHALL GARY B BOHALL2011-07-14
0012009-02-01GARY B BOHALL GARY B BOHALL2010-04-27

Plan Statistics for GARBO PROFIT SHARING PLAN

401k plan membership statisitcs for GARBO PROFIT SHARING PLAN

Measure Date Value
2020: GARBO PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-02-011
Total number of active participants reported on line 7a of the Form 55002020-02-011
Total of all active and inactive participants2020-02-011
Total participants2020-02-011
Number of participants with account balances2020-02-011
2019: GARBO PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-011
Total number of active participants reported on line 7a of the Form 55002019-02-011
Total of all active and inactive participants2019-02-011
Total participants2019-02-011
Number of participants with account balances2019-02-011
2018: GARBO PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-02-011
Total number of active participants reported on line 7a of the Form 55002018-02-011
Total of all active and inactive participants2018-02-011
Total participants2018-02-011
2017: GARBO PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-011
Total number of active participants reported on line 7a of the Form 55002017-02-011
Total of all active and inactive participants2017-02-011
Total participants2017-02-011
2016: GARBO PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-011
Total number of active participants reported on line 7a of the Form 55002016-02-011
Total of all active and inactive participants2016-02-011
Total participants2016-02-011
Number of participants with account balances2016-02-011
2015: GARBO PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-011
Total number of active participants reported on line 7a of the Form 55002015-02-011
Total of all active and inactive participants2015-02-011
Total participants2015-02-011
Number of participants with account balances2015-02-011
2014: GARBO PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-011
Total number of active participants reported on line 7a of the Form 55002014-02-011
Total of all active and inactive participants2014-02-011
Total participants2014-02-011
Number of participants with account balances2014-02-011
2013: GARBO PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-011
Total number of active participants reported on line 7a of the Form 55002013-02-011
Total of all active and inactive participants2013-02-011
Total participants2013-02-011
Number of participants with account balances2013-02-011
2012: GARBO PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-011
Total number of active participants reported on line 7a of the Form 55002012-02-011
Total of all active and inactive participants2012-02-011
Total participants2012-02-011
Number of participants with account balances2012-02-011
2011: GARBO PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-011
Total number of active participants reported on line 7a of the Form 55002011-02-011
Total of all active and inactive participants2011-02-011
Total participants2011-02-011
Number of participants with account balances2011-02-011
2010: GARBO PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-02-011
Total number of active participants reported on line 7a of the Form 55002010-02-011
Total of all active and inactive participants2010-02-011
Total participants2010-02-011
Number of participants with account balances2010-02-011
2009: GARBO PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-011
Total number of active participants reported on line 7a of the Form 55002009-02-011
Total of all active and inactive participants2009-02-011
Total participants2009-02-011
Number of participants with account balances2009-02-011

Financial Data on GARBO PROFIT SHARING PLAN

Measure Date Value
2021 : GARBO PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-01-31$-11,806
Expenses. Total of all expenses incurred2021-01-31$61,482
Benefits paid (including direct rollovers)2021-01-31$57,000
Total plan assets at end of year2021-01-31$717,230
Total plan assets at beginning of year2021-01-31$790,518
Value of fidelity bond covering the plan2021-01-31$10,000
Assets. Value of loans (other than to participants)2021-01-31$14,250
Expenses. Other expenses not covered elsewhere2021-01-31$100
Other income received2021-01-31$-11,806
Net income (gross income less expenses)2021-01-31$-73,288
Net plan assets at end of year (total assets less liabilities)2021-01-31$717,230
Net plan assets at beginning of year (total assets less liabilities)2021-01-31$790,518
Assets. Value of assets in partnership/joint-venture interests2021-01-31$90,957
Expenses. Administrative service providers (salaries,fees and commissions)2021-01-31$4,382
2020 : GARBO PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-01-31$32,897
Expenses. Total of all expenses incurred2020-01-31$43,884
Benefits paid (including direct rollovers)2020-01-31$29,000
Total plan assets at end of year2020-01-31$790,518
Total plan assets at beginning of year2020-01-31$801,505
Value of fidelity bond covering the plan2020-01-31$10,000
Assets. Value of loans (other than to participants)2020-01-31$45,949
Expenses. Other expenses not covered elsewhere2020-01-31$9,991
Other income received2020-01-31$32,897
Net income (gross income less expenses)2020-01-31$-10,987
Net plan assets at end of year (total assets less liabilities)2020-01-31$790,518
Net plan assets at beginning of year (total assets less liabilities)2020-01-31$801,505
Assets. Value of assets in partnership/joint-venture interests2020-01-31$107,840
Expenses. Administrative service providers (salaries,fees and commissions)2020-01-31$4,893
2019 : GARBO PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-01-31$-9,781
Expenses. Total of all expenses incurred2019-01-31$38,052
Benefits paid (including direct rollovers)2019-01-31$30,500
Total plan assets at end of year2019-01-31$801,505
Total plan assets at beginning of year2019-01-31$849,338
Value of fidelity bond covering the plan2019-01-31$10,000
Assets. Value of loans (other than to participants)2019-01-31$54,609
Other income received2019-01-31$-9,781
Net income (gross income less expenses)2019-01-31$-47,833
Net plan assets at end of year (total assets less liabilities)2019-01-31$801,505
Net plan assets at beginning of year (total assets less liabilities)2019-01-31$849,338
Assets. Value of assets in partnership/joint-venture interests2019-01-31$105,030
Expenses. Administrative service providers (salaries,fees and commissions)2019-01-31$7,552
2018 : GARBO PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-01-31$83,773
Expenses. Total of all expenses incurred2018-01-31$51,334
Benefits paid (including direct rollovers)2018-01-31$45,000
Total plan assets at end of year2018-01-31$849,338
Total plan assets at beginning of year2018-01-31$816,899
Value of fidelity bond covering the plan2018-01-31$10,000
Assets. Value of loans (other than to participants)2018-01-31$89,890
Expenses. Other expenses not covered elsewhere2018-01-31$7
Other income received2018-01-31$83,773
Net income (gross income less expenses)2018-01-31$32,439
Net plan assets at end of year (total assets less liabilities)2018-01-31$849,338
Net plan assets at beginning of year (total assets less liabilities)2018-01-31$816,899
Assets. Value of assets in partnership/joint-venture interests2018-01-31$105,814
Expenses. Administrative service providers (salaries,fees and commissions)2018-01-31$6,327
2017 : GARBO PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-01-31$100,070
Expenses. Total of all expenses incurred2017-01-31$81,395
Benefits paid (including direct rollovers)2017-01-31$59,000
Total plan assets at end of year2017-01-31$816,899
Total plan assets at beginning of year2017-01-31$798,224
Value of fidelity bond covering the plan2017-01-31$10,000
Assets. Value of loans (other than to participants)2017-01-31$98,865
Expenses. Other expenses not covered elsewhere2017-01-31$35
Other income received2017-01-31$100,070
Net income (gross income less expenses)2017-01-31$18,675
Net plan assets at end of year (total assets less liabilities)2017-01-31$816,899
Net plan assets at beginning of year (total assets less liabilities)2017-01-31$798,224
Assets. Value of assets in partnership/joint-venture interests2017-01-31$104,529
Expenses. Administrative service providers (salaries,fees and commissions)2017-01-31$22,360
2016 : GARBO PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-01-31$-88,307
Expenses. Total of all expenses incurred2016-01-31$89,238
Benefits paid (including direct rollovers)2016-01-31$78,500
Total plan assets at end of year2016-01-31$798,224
Total plan assets at beginning of year2016-01-31$975,769
Value of fidelity bond covering the plan2016-01-31$10,000
Assets. Value of loans (other than to participants)2016-01-31$108,479
Other income received2016-01-31$-88,307
Net income (gross income less expenses)2016-01-31$-177,545
Net plan assets at end of year (total assets less liabilities)2016-01-31$798,224
Net plan assets at beginning of year (total assets less liabilities)2016-01-31$975,769
Assets. Value of assets in partnership/joint-venture interests2016-01-31$42,883
Expenses. Administrative service providers (salaries,fees and commissions)2016-01-31$10,738
2015 : GARBO PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-01-31$221,184
Expenses. Total of all expenses incurred2015-01-31$100,936
Benefits paid (including direct rollovers)2015-01-31$55,000
Total plan assets at end of year2015-01-31$975,769
Total plan assets at beginning of year2015-01-31$855,521
Value of fidelity bond covering the plan2015-01-31$10,000
Assets. Value of loans (other than to participants)2015-01-31$47,500
Expenses. Other expenses not covered elsewhere2015-01-31$38
Contributions received from other sources (not participants or employers)2015-01-31$113,961
Other income received2015-01-31$107,223
Net income (gross income less expenses)2015-01-31$120,248
Net plan assets at end of year (total assets less liabilities)2015-01-31$975,769
Net plan assets at beginning of year (total assets less liabilities)2015-01-31$855,521
Assets. Value of assets in partnership/joint-venture interests2015-01-31$107,883
Expenses. Administrative service providers (salaries,fees and commissions)2015-01-31$45,898
2014 : GARBO PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-01-31$-3,330
Expenses. Total of all expenses incurred2014-01-31$38,410
Benefits paid (including direct rollovers)2014-01-31$11,000
Total plan assets at end of year2014-01-31$855,521
Total plan assets at beginning of year2014-01-31$897,261
Value of fidelity bond covering the plan2014-01-31$10,000
Expenses. Other expenses not covered elsewhere2014-01-31$152
Other income received2014-01-31$-3,330
Net income (gross income less expenses)2014-01-31$-41,740
Net plan assets at end of year (total assets less liabilities)2014-01-31$855,521
Net plan assets at beginning of year (total assets less liabilities)2014-01-31$897,261
Assets. Value of assets in partnership/joint-venture interests2014-01-31$40,832
Expenses. Administrative service providers (salaries,fees and commissions)2014-01-31$27,258
2013 : GARBO PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-01-31$75,879
Expenses. Total of all expenses incurred2013-01-31$49,482
Benefits paid (including direct rollovers)2013-01-31$24,650
Total plan assets at end of year2013-01-31$897,261
Total plan assets at beginning of year2013-01-31$870,864
Value of fidelity bond covering the plan2013-01-31$10,000
Expenses. Other expenses not covered elsewhere2013-01-31$149
Other income received2013-01-31$75,879
Net income (gross income less expenses)2013-01-31$26,397
Net plan assets at end of year (total assets less liabilities)2013-01-31$897,261
Net plan assets at beginning of year (total assets less liabilities)2013-01-31$870,864
Assets. Value of assets in partnership/joint-venture interests2013-01-31$19,825
Expenses. Administrative service providers (salaries,fees and commissions)2013-01-31$24,683
2012 : GARBO PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-01-31$95,792
Expenses. Total of all expenses incurred2012-01-31$63,613
Benefits paid (including direct rollovers)2012-01-31$56,100
Total plan assets at end of year2012-01-31$870,864
Total plan assets at beginning of year2012-01-31$838,685
Value of fidelity bond covering the plan2012-01-31$10,000
Other income received2012-01-31$95,792
Net income (gross income less expenses)2012-01-31$32,179
Net plan assets at end of year (total assets less liabilities)2012-01-31$870,864
Net plan assets at beginning of year (total assets less liabilities)2012-01-31$838,685
Assets. Value of assets in partnership/joint-venture interests2012-01-31$19,825
Expenses. Administrative service providers (salaries,fees and commissions)2012-01-31$7,513
2011 : GARBO PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-01-31$105,437
Expenses. Total of all expenses incurred2011-01-31$49,970
Benefits paid (including direct rollovers)2011-01-31$42,100
Total plan assets at end of year2011-01-31$838,685
Total plan assets at beginning of year2011-01-31$783,218
Value of fidelity bond covering the plan2011-01-31$10,000
Other income received2011-01-31$105,437
Net income (gross income less expenses)2011-01-31$55,467
Net plan assets at end of year (total assets less liabilities)2011-01-31$838,685
Net plan assets at beginning of year (total assets less liabilities)2011-01-31$783,218
Assets. Value of assets in partnership/joint-venture interests2011-01-31$19,825
Expenses. Administrative service providers (salaries,fees and commissions)2011-01-31$7,870

Form 5500 Responses for GARBO PROFIT SHARING PLAN

2020: GARBO PROFIT SHARING PLAN 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement - TrustYes
2019: GARBO PROFIT SHARING PLAN 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement - TrustYes
2018: GARBO PROFIT SHARING PLAN 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement - TrustYes
2017: GARBO PROFIT SHARING PLAN 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement - TrustYes
2016: GARBO PROFIT SHARING PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: GARBO PROFIT SHARING PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: GARBO PROFIT SHARING PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: GARBO PROFIT SHARING PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: GARBO PROFIT SHARING PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: GARBO PROFIT SHARING PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2010: GARBO PROFIT SHARING PLAN 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement - TrustYes
2009: GARBO PROFIT SHARING PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01This submission is the final filingNo
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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