Logo

BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameBBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN
Plan identification number 001

BBM FINANCIAL SERVICES, INC. PROFIT SHARING 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.

401k Sponsoring company profile

BBM FINANCIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BBM FINANCIAL SERVICES, INC.
Employer identification number (EIN):910967757
NAIC Classification:523900

Additional information about BBM FINANCIAL SERVICES, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1976-07-26
Company Identification Number: 600204356
Legal Registered Office Address: 1440 N 16TH AVE

YAKIMA
United States of America (USA)
989021381

More information about BBM FINANCIAL SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01STEVE PILGER
0012022-01-01
0012022-01-01STEVE PILGER
0012021-01-01
0012021-01-01STEVE PILGER
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEVE PILGER STEVE PILGER2018-10-12
0012016-01-01STEVE PILGER STEVE PILGER2017-07-27
0012015-01-01STEVE PILGER
0012014-01-01STEVE PILGER
0012013-01-01STEVE PILGER
0012012-01-01STEVE PILGER
0012011-01-01STEVE PILGER
0012009-01-01STEVE PILGER

Financial Data on BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN

Measure Date Value
2025 : BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-07279067
Net assets as of the end of the plan year2025-10-075219291
Total assets as of the beginning of the plan year2025-10-074716751
Value of plan covered by a fidelity bond2025-10-07500000
Participant contributions to plan in this plan year2025-10-0767749
Value of participant loans at end of plan year2025-10-0715000
Other income to plan in this plan year2025-10-07671408
Plan net income in this plan year2025-10-07502540
Net assets as of the end of the plan year2025-10-075219291
Net assets as of the beginning of the plan year2025-10-074716751
Employer contributions to plan in this plan year2025-10-0742450
2023 : BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$834,740
Expenses. Total of all expenses incurred2023-12-31$1,384,714
Benefits paid (including direct rollovers)2023-12-31$1,384,714
Total plan assets at end of year2023-12-31$4,716,751
Total plan assets at beginning of year2023-12-31$5,266,725
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$69,889
Other income received2023-12-31$721,773
Net income (gross income less expenses)2023-12-31$-549,974
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,716,751
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$5,266,725
Assets. Value of participant loans2023-12-31$0
Assets. Value of assets in partnership/joint-venture interests2023-12-31$11,559
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$307
Total contributions received or receivable from employer(s)2023-12-31$43,078
2022 : BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-1,120,417
Expenses. Total of all expenses incurred2022-12-31$109,000
Benefits paid (including direct rollovers)2022-12-31$109,000
Total plan assets at end of year2022-12-31$5,266,725
Total plan assets at beginning of year2022-12-31$6,496,142
Value of fidelity bond covering the plan2022-12-31$650,000
Total contributions received or receivable from participants2022-12-31$93,745
Other income received2022-12-31$-1,264,049
Net income (gross income less expenses)2022-12-31$-1,229,417
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,266,725
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$6,496,142
Assets. Value of participant loans2022-12-31$1,411
Assets. Value of assets in partnership/joint-venture interests2022-12-31$49,583
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$6,383
Total contributions received or receivable from employer(s)2022-12-31$49,887
2021 : BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$932,201
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$6,496,142
Total plan assets at beginning of year2021-12-31$5,563,941
Value of fidelity bond covering the plan2021-12-31$650,000
Total contributions received or receivable from participants2021-12-31$90,486
Assets. Value of loans (other than to participants)2021-12-31$0
Other income received2021-12-31$804,212
Net income (gross income less expenses)2021-12-31$932,201
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,496,142
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,563,941
Assets. Value of participant loans2021-12-31$2,582
Assets. Value of assets in partnership/joint-venture interests2021-12-31$49,209
Total contributions received or receivable from employer(s)2021-12-31$37,503
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$949,372
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$5,563,941
Total plan assets at beginning of year2020-12-31$4,614,569
Value of fidelity bond covering the plan2020-12-31$575,000
Total contributions received or receivable from participants2020-12-31$89,523
Assets. Value of loans (other than to participants)2020-12-31$14,516
Other income received2020-12-31$824,081
Net income (gross income less expenses)2020-12-31$949,372
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,563,941
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,614,569
Assets. Value of participant loans2020-12-31$4,036
Assets. Value of assets in partnership/joint-venture interests2020-12-31$171,404
Total contributions received or receivable from employer(s)2020-12-31$35,768
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$923,488
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$4,614,569
Total plan assets at beginning of year2019-12-31$3,691,081
Value of fidelity bond covering the plan2019-12-31$462,000
Total contributions received or receivable from participants2019-12-31$79,769
Assets. Value of loans (other than to participants)2019-12-31$34,517
Other income received2019-12-31$810,687
Net income (gross income less expenses)2019-12-31$923,488
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,614,569
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,691,081
Assets. Value of participant loans2019-12-31$5,259
Assets. Value of assets in partnership/joint-venture interests2019-12-31$117,520
Total contributions received or receivable from employer(s)2019-12-31$33,032
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$253,372
Expenses. Total of all expenses incurred2018-12-31$7,526
Benefits paid (including direct rollovers)2018-12-31$4,538
Total plan assets at end of year2018-12-31$3,691,081
Total plan assets at beginning of year2018-12-31$3,445,235
Value of fidelity bond covering the plan2018-12-31$350,000
Total contributions received or receivable from participants2018-12-31$103,621
Assets. Value of loans (other than to participants)2018-12-31$50,000
Expenses. Other expenses not covered elsewhere2018-12-31$2,988
Other income received2018-12-31$109,807
Net income (gross income less expenses)2018-12-31$245,846
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,691,081
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,445,235
Assets. Value of participant loans2018-12-31$6,454
Assets. Value of assets in partnership/joint-venture interests2018-12-31$117,835
Total contributions received or receivable from employer(s)2018-12-31$39,944
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$777,407
Expenses. Total of all expenses incurred2017-12-31$2,988
Total plan assets at end of year2017-12-31$3,445,235
Total plan assets at beginning of year2017-12-31$2,670,816
Value of fidelity bond covering the plan2017-12-31$350,000
Total contributions received or receivable from participants2017-12-31$98,445
Expenses. Other expenses not covered elsewhere2017-12-31$2,988
Other income received2017-12-31$641,733
Net income (gross income less expenses)2017-12-31$774,419
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,445,235
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,670,816
Assets. Value of assets in partnership/joint-venture interests2017-12-31$19,410
Total contributions received or receivable from employer(s)2017-12-31$37,229
2016 : BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$345,078
Expenses. Total of all expenses incurred2016-12-31$2,988
Total plan assets at end of year2016-12-31$2,670,816
Total plan assets at beginning of year2016-12-31$2,328,726
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$97,166
Expenses. Other expenses not covered elsewhere2016-12-31$2,988
Contributions received from other sources (not participants or employers)2016-12-31$18,252
Other income received2016-12-31$196,133
Net income (gross income less expenses)2016-12-31$342,090
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,670,816
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,328,726
Assets. Value of assets in partnership/joint-venture interests2016-12-31$25,277
Total contributions received or receivable from employer(s)2016-12-31$33,527
2015 : BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$154,706
Expenses. Total of all expenses incurred2015-12-31$3,432
Benefits paid (including direct rollovers)2015-12-31$3,432
Total plan assets at end of year2015-12-31$2,328,726
Total plan assets at beginning of year2015-12-31$2,177,452
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$82,800
Other income received2015-12-31$49,796
Net income (gross income less expenses)2015-12-31$151,274
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,328,726
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,177,452
Assets. Value of assets in partnership/joint-venture interests2015-12-31$4,777
Total contributions received or receivable from employer(s)2015-12-31$22,110
2014 : BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$157,695
Expenses. Total of all expenses incurred2014-12-31$98
Benefits paid (including direct rollovers)2014-12-31$98
Total plan assets at end of year2014-12-31$2,177,452
Total plan assets at beginning of year2014-12-31$2,019,855
Value of fidelity bond covering the plan2014-12-31$220,000
Total contributions received or receivable from participants2014-12-31$75,500
Other income received2014-12-31$61,850
Net income (gross income less expenses)2014-12-31$157,597
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,177,452
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,019,855
Total contributions received or receivable from employer(s)2014-12-31$20,345
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$540,484
Expenses. Total of all expenses incurred2013-12-31$342,529
Benefits paid (including direct rollovers)2013-12-31$340,088
Total plan assets at end of year2013-12-31$2,019,855
Total plan assets at beginning of year2013-12-31$1,821,900
Value of fidelity bond covering the plan2013-12-31$202,000
Total contributions received or receivable from participants2013-12-31$73,450
Expenses. Other expenses not covered elsewhere2013-12-31$2,441
Other income received2013-12-31$437,593
Net income (gross income less expenses)2013-12-31$197,955
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,019,855
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,821,900
Total contributions received or receivable from employer(s)2013-12-31$29,441
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$367,394
Expenses. Total of all expenses incurred2012-12-31$2,988
Total plan assets at end of year2012-12-31$1,821,900
Total plan assets at beginning of year2012-12-31$1,457,494
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$98,088
Expenses. Other expenses not covered elsewhere2012-12-31$2,988
Other income received2012-12-31$243,603
Net income (gross income less expenses)2012-12-31$364,406
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,821,900
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,457,494
Assets. Value of assets in partnership/joint-venture interests2012-12-31$8,800
Total contributions received or receivable from employer(s)2012-12-31$25,703
2011 : BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-2,563
Expenses. Total of all expenses incurred2011-12-31$139,802
Benefits paid (including direct rollovers)2011-12-31$136,868
Total plan assets at end of year2011-12-31$1,457,494
Total plan assets at beginning of year2011-12-31$1,599,859
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$99,397
Expenses. Other expenses not covered elsewhere2011-12-31$2,934
Other income received2011-12-31$-129,584
Net income (gross income less expenses)2011-12-31$-142,365
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,457,494
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,599,859
Assets. Value of assets in partnership/joint-venture interests2011-12-31$9,450
Total contributions received or receivable from employer(s)2011-12-31$27,624
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$301,341
Expenses. Total of all expenses incurred2010-12-31$2,988
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,597,647
Total plan assets at beginning of year2010-12-31$1,299,294
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$90,550
Expenses. Other expenses not covered elsewhere2010-12-31$2,988
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$186,791
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$298,353
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,597,647
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,299,294
Assets. Value of participant loans2010-12-31$5,752
Assets. Value of assets in partnership/joint-venture interests2010-12-31$9,975
Total contributions received or receivable from employer(s)2010-12-31$24,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
2009 : BBM FINANCIAL SERVICES, INC. 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 BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN

2023: BBM FINANCIAL SERVICES, INC. PROFIT SHARING 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 – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BBM FINANCIAL SERVICES, INC. PROFIT SHARING 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BBM FINANCIAL SERVICES, INC. PROFIT SHARING 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BBM FINANCIAL SERVICES, INC. PROFIT SHARING 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BBM FINANCIAL SERVICES, INC. PROFIT SHARING 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BBM FINANCIAL SERVICES, INC. PROFIT SHARING 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BBM FINANCIAL SERVICES, INC. PROFIT SHARING 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: BBM FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: BBM FINANCIAL SERVICES, INC. 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: BBM FINANCIAL SERVICES, INC. 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
2009: BBM FINANCIAL SERVICES, INC. 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

NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number6998914
Policy instance 1
Insurance contract or identification number6998914
Number of Individuals Covered1
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number6998914
Policy instance 1
Insurance contract or identification number6998914
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number6998914
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number6998914
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number6998914
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number6998914
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number6998914
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number6998914
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number6998914
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number6998914
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number6998914
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number6998914
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number6998914
Policy instance 1

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