Logo

BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number 001

BENDER WAREHOUSE COMPANY 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

BENDER WAREHOUSE CO. has sponsored the creation of one or more 401k plans.

Company Name:BENDER WAREHOUSE CO.
Employer identification number (EIN):880085787
NAIC Classification:493100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01SUE MACKIE
0012014-01-01SUSAN MACKIE
0012013-01-01SUE MACKIE
0012012-01-01SUE MACKIE
0012011-01-01SUE MACKIE
0012010-01-01SUE MACKIE
0012009-01-01SUE MACKIE

Plan Statistics for BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01154
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01143
Total number of active participants reported on line 7a of the Form 55002014-01-01129
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01143
Number of participants with account balances2014-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01182
Total number of active participants reported on line 7a of the Form 55002013-01-01126
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01139
Number of participants with account balances2013-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01125
Total number of active participants reported on line 7a of the Form 55002012-01-01139
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01182
Number of participants with account balances2012-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01184
Total number of active participants reported on line 7a of the Form 55002011-01-0152
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0173
Total of all active and inactive participants2011-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01125
Number of participants with account balances2011-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2010: BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01181
Total number of active participants reported on line 7a of the Form 55002010-01-01126
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0156
Total of all active and inactive participants2010-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01182
Number of participants with account balances2010-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0119
2009: BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01256
Total number of active participants reported on line 7a of the Form 55002009-01-01114
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0162
Total of all active and inactive participants2009-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01176
Number of participants with account balances2009-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total transfer of assets from this plan2015-06-23$1,600,007
Total income from all sources (including contributions)2015-06-23$112,565
Total of all expenses incurred2015-06-23$154,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-23$145,261
Value of total corrective distributions2015-06-23$4,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-23$43,610
Value of total assets at end of year2015-06-23$0
Value of total assets at beginning of year2015-06-23$1,642,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-23$5,104
Total interest from all sources2015-06-23$965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-23No
Was this plan covered by a fidelity bond2015-06-23Yes
Value of fidelity bond cover2015-06-23$150,000
If this is an individual account plan, was there a blackout period2015-06-23No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-23$0
Were there any nonexempt tranactions with any party-in-interest2015-06-23No
Contributions received from participants2015-06-23$41,534
Participant contributions at end of year2015-06-23$0
Participant contributions at beginning of year2015-06-23$65,376
Other income not declared elsewhere2015-06-23$844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-23No
Value of net income/loss2015-06-23$-42,147
Value of net assets at end of year (total assets less liabilities)2015-06-23$0
Value of net assets at beginning of year (total assets less liabilities)2015-06-23$1,642,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-23No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-23No
Were any leases to which the plan was party in default or uncollectible2015-06-23No
Value of interest in pooled separate accounts at end of year2015-06-23$0
Value of interest in pooled separate accounts at beginning of year2015-06-23$1,418,158
Interest on participant loans2015-06-23$965
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-23$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-23$157,646
Net investment gain/loss from pooled separate accounts2015-06-23$67,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-23No
Was there a failure to transmit to the plan any participant contributions2015-06-23Yes
Has the plan failed to provide any benefit when due under the plan2015-06-23No
Contributions received in cash from employer2015-06-23$2,076
Employer contributions (assets) at beginning of year2015-06-23$974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-23$145,261
Contract administrator fees2015-06-23$5,104
Did the plan have assets held for investment2015-06-23No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-23No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-23Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-23Yes
Opinion of an independent qualified public accountant for this plan2015-06-23Disclaimer
Accountancy firm name2015-06-23CUPIT, MILLIGAN, OGDEN & WILLIAMS
Accountancy firm EIN2015-06-23880189498
2014 : BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$207,872
Total of all expenses incurred2014-12-31$122,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$109,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$115,072
Value of total assets at end of year2014-12-31$1,642,154
Value of total assets at beginning of year2014-12-31$1,556,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,242
Total interest from all sources2014-12-31$2,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$150,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$110,196
Participant contributions at end of year2014-12-31$65,376
Participant contributions at beginning of year2014-12-31$73,560
Other income not declared elsewhere2014-12-31$2,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$85,193
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,642,154
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,556,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,418,158
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,322,516
Interest on participant loans2014-12-31$2,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$157,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$160,074
Net investment gain/loss from pooled separate accounts2014-12-31$87,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,876
Employer contributions (assets) at end of year2014-12-31$974
Employer contributions (assets) at beginning of year2014-12-31$811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$109,437
Contract administrator fees2014-12-31$13,242
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CUPIT, MILLIGAN, OGDEN & WILLIAMS
Accountancy firm EIN2014-12-31880189498
2013 : BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$349,386
Total of all expenses incurred2013-12-31$68,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$56,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$109,695
Value of total assets at end of year2013-12-31$1,556,961
Value of total assets at beginning of year2013-12-31$1,275,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,456
Total interest from all sources2013-12-31$3,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$150,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$105,143
Participant contributions at end of year2013-12-31$73,560
Participant contributions at beginning of year2013-12-31$101,480
Participant contributions at beginning of year2013-12-31$1,958
Other income not declared elsewhere2013-12-31$2,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$281,213
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,556,961
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,275,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,322,516
Value of interest in pooled separate accounts at beginning of year2013-12-31$999,317
Interest on participant loans2013-12-31$3,635
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$160,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$171,998
Net investment gain/loss from pooled separate accounts2013-12-31$233,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,552
Employer contributions (assets) at end of year2013-12-31$811
Employer contributions (assets) at beginning of year2013-12-31$995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$56,717
Contract administrator fees2013-12-31$11,456
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CUPIT, MILLIGAN, OGDEN & WILLIAMS
Accountancy firm EIN2013-12-31880189498
2012 : BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$238,348
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$48,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$38,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$111,656
Value of total assets at end of year2012-12-31$1,275,748
Value of total assets at beginning of year2012-12-31$1,085,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,315
Total interest from all sources2012-12-31$3,302
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$102,400
Participant contributions at end of year2012-12-31$101,480
Participant contributions at beginning of year2012-12-31$66,303
Participant contributions at end of year2012-12-31$1,958
Participant contributions at beginning of year2012-12-31$1,735
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,212
Other income not declared elsewhere2012-12-31$2,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$190,208
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,275,748
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,085,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$999,317
Value of interest in pooled separate accounts at beginning of year2012-12-31$851,701
Interest on participant loans2012-12-31$3,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$171,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$165,801
Net investment gain/loss from pooled separate accounts2012-12-31$120,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,044
Employer contributions (assets) at end of year2012-12-31$995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$38,825
Contract administrator fees2012-12-31$9,315
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CUPIT, MILLIGAN, OGDEN & WILLIAMS
Accountancy firm EIN2012-12-31880189498
2011 : BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$87,803
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$49,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$40,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$103,646
Value of total assets at end of year2011-12-31$1,085,540
Value of total assets at beginning of year2011-12-31$1,046,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,448
Total interest from all sources2011-12-31$3,589
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$99,174
Participant contributions at end of year2011-12-31$66,303
Participant contributions at beginning of year2011-12-31$53,812
Participant contributions at end of year2011-12-31$1,735
Other income not declared elsewhere2011-12-31$3,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$38,624
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,085,540
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,046,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$851,701
Value of interest in pooled separate accounts at beginning of year2011-12-31$840,286
Interest on participant loans2011-12-31$3,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$165,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$152,818
Net investment gain/loss from pooled separate accounts2011-12-31$-23,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$40,731
Contract administrator fees2011-12-31$8,448
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CUPIT, MILLIGAN, OGDEN & WILLIAMS
Accountancy firm EIN2011-12-31880189498
2010 : BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$216,200
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$167,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$158,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$102,783
Value of total assets at end of year2010-12-31$1,046,916
Value of total assets at beginning of year2010-12-31$997,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,476
Total interest from all sources2010-12-31$3,562
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$98,189
Participant contributions at end of year2010-12-31$53,812
Participant contributions at beginning of year2010-12-31$73,063
Other income not declared elsewhere2010-12-31$4,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$48,921
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,046,916
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$997,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$840,286
Value of interest in pooled separate accounts at beginning of year2010-12-31$665,537
Interest on participant loans2010-12-31$3,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$152,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$258,269
Net investment gain/loss from pooled separate accounts2010-12-31$105,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,594
Employer contributions (assets) at beginning of year2010-12-31$1,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$158,803
Contract administrator fees2010-12-31$8,476
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CUPIT, MILLIGAN, OGDEN & WILLIAMS
Accountancy firm EIN2010-12-31880189498
2009 : BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN

2015: BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BENDER WAREHOUSE COMPANY 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996138-000
Policy instance 1
Insurance contract or identification number996138-000
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-06-23
Total amount of commissions paid to insurance brokerUSD $2,450
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,450
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER A FOY, WELLS FARGO ADVI
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996138-000
Policy instance 1
Insurance contract or identification number996138-000
Number of Individuals Covered56
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,927
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,927
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER A FOY, WELLS FARGO ADVI
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996138
Policy instance 1
Insurance contract or identification number996138
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,423
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,423
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INC AGENCY LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996138
Policy instance 1
Insurance contract or identification number996138
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,840
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,840
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INC AGENCY LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996138
Policy instance 1
Insurance contract or identification number996138
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,580
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996138
Policy instance 1
Insurance contract or identification number996138
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,243
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1