401k Plan data: ISABEL MARIE BONE plan

ISABEL MARIE BONE 401k Plan overview

Plan Name	ISABEL MARIE BONE
Plan identification number	003

ISABEL MARIE BONE Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

ISABEL MARIE BONE has sponsored the creation of one or more 401k plans.

Company Name: ISABEL MARIE BONE

Employer identification number (EIN): 900080231

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ISABEL MARIE BONE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 ISABEL M. BONE 2024-08-30
003 2022-01-01 ISABEL M. BONE 2023-10-12
003 2021-01-01 ISABEL MARIE BONE 2022-10-12
003 2020-01-01 ISABEL MARIE BONE 2021-10-11
003 2020-01-01 ISABEL MARIE BONE 2021-10-11
003 2019-01-01 ISABEL MARIE BONE 2020-10-14
003 2018-01-01 ISABEL MARIE BONE 2019-10-17
003 2017-01-01 ISABEL MARIE BONE 2018-10-10
003 2016-01-01 ISABEL MARIE BONE 2017-10-11
003 2015-01-01 ISABEL MARIE BONE
003 2014-01-01 ISABEL MARIE BONE
003 2014-01-01 ISABEL MARIE BONE ISABEL MARIE BONE
003 2014-01-01 ISABEL MARIE BONE ISABEL MARIE BONE
003 2013-01-01 ISABEL MARIE BONE ISABEL MARIE BONE 2014-10-13
003 2012-01-01 ISABEL MARIE BONE ISABEL MARIE BONE 2013-10-03
003 2011-01-01 ISABEL MARIE BONE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	ISABEL M. BONE	2024-08-30
003	2022-01-01	ISABEL M. BONE	2023-10-12
003	2021-01-01	ISABEL MARIE BONE	2022-10-12
003	2020-01-01	ISABEL MARIE BONE	2021-10-11
003	2020-01-01	ISABEL MARIE BONE	2021-10-11
003	2019-01-01	ISABEL MARIE BONE	2020-10-14
003	2018-01-01	ISABEL MARIE BONE	2019-10-17
003	2017-01-01	ISABEL MARIE BONE	2018-10-10
003	2016-01-01	ISABEL MARIE BONE	2017-10-11
003	2015-01-01	ISABEL MARIE BONE
003	2014-01-01	ISABEL MARIE BONE
003	2014-01-01	ISABEL MARIE BONE		ISABEL MARIE BONE
003	2014-01-01	ISABEL MARIE BONE		ISABEL MARIE BONE
003	2013-01-01	ISABEL MARIE BONE		ISABEL MARIE BONE	2014-10-13
003	2012-01-01	ISABEL MARIE BONE		ISABEL MARIE BONE	2013-10-03
003	2011-01-01	ISABEL MARIE BONE

Plan Statistics for ISABEL MARIE BONE

401k plan membership statisitcs for ISABEL MARIE BONE

Measure Date Value
2015: ISABEL MARIE BONE 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ISABEL MARIE BONE 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ISABEL MARIE BONE 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ISABEL MARIE BONE 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ISABEL MARIE BONE 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2015: ISABEL MARIE BONE 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ISABEL MARIE BONE 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ISABEL MARIE BONE 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ISABEL MARIE BONE 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ISABEL MARIE BONE 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on ISABEL MARIE BONE

Measure	Date	Value
2015 : ISABEL MARIE BONE 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$33,885
Total income from all sources	2015-12-31	$-216
Expenses. Total of all expenses incurred	2015-12-31	$34,008
Total plan assets at end of year	2015-12-31	$1,377,731
Total plan assets at beginning of year	2015-12-31	$1,378,070
Total contributions received or receivable from participants	2015-12-31	$5,820
Expenses. Other expenses not covered elsewhere	2015-12-31	$34,008
Contributions received from other sources (not participants or employers)	2015-12-31	$62,924
Other income received	2015-12-31	$-68,960
Net income (gross income less expenses)	2015-12-31	$-34,224
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,343,846
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,378,070
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$37,922
2014 : ISABEL MARIE BONE 2014 401k financial data
Total income from all sources	2014-12-31	$123,619
Expenses. Total of all expenses incurred	2014-12-31	$860
Total plan assets at end of year	2014-12-31	$1,378,070
Total plan assets at beginning of year	2014-12-31	$1,255,311
Total contributions received or receivable from participants	2014-12-31	$7,315
Expenses. Other expenses not covered elsewhere	2014-12-31	$860
Other income received	2014-12-31	$116,304
Net income (gross income less expenses)	2014-12-31	$122,759
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,378,070
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,255,311
2013 : ISABEL MARIE BONE 2013 401k financial data
Total income from all sources	2013-12-31	$273,385
Expenses. Total of all expenses incurred	2013-12-31	$7,547
Total plan assets at end of year	2013-12-31	$1,255,311
Total plan assets at beginning of year	2013-12-31	$989,473
Expenses. Other expenses not covered elsewhere	2013-12-31	$7,547
Other income received	2013-12-31	$265,324
Net income (gross income less expenses)	2013-12-31	$265,838
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,255,311
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$989,473
Total contributions received or receivable from employer(s)	2013-12-31	$8,061
2012 : ISABEL MARIE BONE 2012 401k financial data
Total income from all sources	2012-12-31	$176,120
Expenses. Total of all expenses incurred	2012-12-31	$14,236
Total plan assets at end of year	2012-12-31	$989,473
Total plan assets at beginning of year	2012-12-31	$827,589
Expenses. Other expenses not covered elsewhere	2012-12-31	$14,236
Other income received	2012-12-31	$173,623
Net income (gross income less expenses)	2012-12-31	$161,884
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$989,473
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$827,589
Total contributions received or receivable from employer(s)	2012-12-31	$2,497
2011 : ISABEL MARIE BONE 2011 401k financial data
Total income from all sources	2011-12-31	$73,839
Expenses. Total of all expenses incurred	2011-12-31	$11,811
Total plan assets at end of year	2011-12-31	$827,589
Total plan assets at beginning of year	2011-12-31	$765,561
Total contributions received or receivable from participants	2011-12-31	$2,530
Other income received	2011-12-31	$70,676
Net income (gross income less expenses)	2011-12-31	$62,028
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$827,589
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$765,561
Total contributions received or receivable from employer(s)	2011-12-31	$633
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$11,811
2010 : ISABEL MARIE BONE 2010 401k financial data
Transfers to/from the plan	2010-12-31	$354
Total income from all sources	2010-12-31	$123,738
Expenses. Total of all expenses incurred	2010-12-31	$8,721
Total plan assets at end of year	2010-12-31	$765,561
Total plan assets at beginning of year	2010-12-31	$650,190
Total contributions received or receivable from participants	2010-12-31	$874
Other income received	2010-12-31	$122,646
Net income (gross income less expenses)	2010-12-31	$115,017
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$765,561
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$650,190
Total contributions received or receivable from employer(s)	2010-12-31	$218
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$8,721

Form 5500 Responses for ISABEL MARIE BONE

2015: ISABEL MARIE BONE 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ISABEL MARIE BONE 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ISABEL MARIE BONE 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ISABEL MARIE BONE 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ISABEL MARIE BONE 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

ISABEL MARIE BONE [EIN = 273579147]

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Company Name:	ISABEL MARIE BONE
Employer identification number (EIN):	900080231
NAIC Classification:	541600