Logo

BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

BETTY LOU'S, INC. 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.

401k Sponsoring company profile

BETTY LOU'S, INC. has sponsored the creation of one or more 401k plans.

Company Name:BETTY LOU'S, INC.
Employer identification number (EIN):930936651
NAIC Classification:311400
NAIC Description: Fruit and Vegetable Preserving and Specialty Food Manufacturing

Additional information about BETTY LOU'S, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1986-11-26
Company Identification Number: 5495882
Legal Registered Office Address: 805 SW BROADWAY SUITE 1900

PORTLAND
United States of America (USA)
97205

More information about BETTY LOU'S, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01JIM WHITE2021-10-11 JIM WHITE2021-10-11
0012019-01-01CAROLE MAYLENDER2020-10-14 CAROLE MAYLENDER2020-10-14
0012018-01-01
0012017-01-01JIM WHITE JIM WHITE2018-10-15
0012016-01-01JIM WHITE JIM WHITE2017-10-16
0012015-01-01CAROLE MAYLENDER
0012014-01-01JIM WHITE
0012013-01-01JIM WHITE
0012012-01-01JAMES WHITE2013-10-14
0012011-01-01JAMES WHITE2012-11-01
0012010-01-01JAMES WHITE2011-10-03

Plan Statistics for BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01118
Total number of active participants reported on line 7a of the Form 55002022-01-0132
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0181
Total of all active and inactive participants2022-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01116
Number of participants with account balances2022-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01173
Total number of active participants reported on line 7a of the Form 55002021-01-0140
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0173
Total of all active and inactive participants2021-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01120
Number of participants with account balances2021-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01245
Total number of active participants reported on line 7a of the Form 55002020-01-0172
Number of retired or separated participants receiving benefits2020-01-0114
Number of other retired or separated participants entitled to future benefits2020-01-0187
Total of all active and inactive participants2020-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01173
Number of participants with account balances2020-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01232
Total number of active participants reported on line 7a of the Form 55002019-01-01167
Number of retired or separated participants receiving benefits2019-01-0116
Number of other retired or separated participants entitled to future benefits2019-01-0149
Total of all active and inactive participants2019-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01232
Number of participants with account balances2019-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01246
Total number of active participants reported on line 7a of the Form 55002018-01-01182
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01230
Number of participants with account balances2018-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01170
Total number of active participants reported on line 7a of the Form 55002017-01-01191
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01232
Number of participants with account balances2017-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01265
Total number of active participants reported on line 7a of the Form 55002016-01-01242
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01261
Number of participants with account balances2016-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01223
Total number of active participants reported on line 7a of the Form 55002015-01-01148
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-0171
Total of all active and inactive participants2015-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01227
Number of participants with account balances2015-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01171
Total number of active participants reported on line 7a of the Form 55002014-01-01171
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01203
Number of participants with account balances2014-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01109
Total number of active participants reported on line 7a of the Form 55002013-01-01106
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01135
Number of participants with account balances2013-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111

Financial Data on BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-205,357
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$500,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$444,817
Expenses. Certain deemed distributions of participant loans2022-12-31$30,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$122,888
Value of total assets at end of year2022-12-31$1,830,277
Value of total assets at beginning of year2022-12-31$2,535,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$24,324
Total interest from all sources2022-12-31$10,157
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$44,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$44,132
Administrative expenses professional fees incurred2022-12-31$708
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$250,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$75,860
Participant contributions at end of year2022-12-31$164,334
Participant contributions at beginning of year2022-12-31$214,323
Total non interest bearing cash at end of year2022-12-31$4
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-705,432
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,830,277
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,535,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$3,554
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,654,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,306,079
Interest on participant loans2022-12-31$10,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$11,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$15,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$15,307
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-382,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$47,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$444,817
Contract administrator fees2022-12-31$20,062
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOFFAMN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2022-12-31930743240
2021 : BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$486,182
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$508,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$485,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$143,364
Value of total assets at end of year2021-12-31$2,535,709
Value of total assets at beginning of year2021-12-31$2,557,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,186
Total interest from all sources2021-12-31$16,289
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$199,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$199,890
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$300,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$88,234
Participant contributions at end of year2021-12-31$214,323
Participant contributions at beginning of year2021-12-31$231,759
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$3,770
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$12,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-21,898
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,535,709
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,557,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$16,847
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,306,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,294,380
Interest on participant loans2021-12-31$13,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$15,307
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$12,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$12,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$126,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$55,130
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$2,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$485,894
Contract administrator fees2021-12-31$5,339
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HOFFAMN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2021-12-31930743240
2020 : BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$664,964
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,577,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,314,360
Expenses. Certain deemed distributions of participant loans2020-12-31$220,186
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$284,758
Value of total assets at end of year2020-12-31$2,557,607
Value of total assets at beginning of year2020-12-31$3,470,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$43,243
Total interest from all sources2020-12-31$22,107
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$73,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$73,476
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$149,828
Participant contributions at end of year2020-12-31$231,759
Participant contributions at beginning of year2020-12-31$403,031
Participant contributions at end of year2020-12-31$3,770
Participant contributions at beginning of year2020-12-31$9,294
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,259
Total non interest bearing cash at end of year2020-12-31$12,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-912,825
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,557,607
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,470,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$43,243
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,294,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,030,462
Interest on participant loans2020-12-31$22,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$12,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$16,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$16,561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$76
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$284,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$128,671
Employer contributions (assets) at end of year2020-12-31$2,677
Employer contributions (assets) at beginning of year2020-12-31$11,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,314,360
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HOFFAMN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2020-12-31930743240
2019 : BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,027,440
Total income from all sources (including contributions)2019-12-31$1,027,440
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$177,648
Total of all expenses incurred2019-12-31$177,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$127,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$127,106
Expenses. Certain deemed distributions of participant loans2019-12-31$14,559
Expenses. Certain deemed distributions of participant loans2019-12-31$14,559
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$469,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$469,622
Value of total assets at end of year2019-12-31$3,470,432
Value of total assets at end of year2019-12-31$3,470,432
Value of total assets at beginning of year2019-12-31$2,620,640
Value of total assets at beginning of year2019-12-31$2,620,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,983
Total interest from all sources2019-12-31$22,792
Total interest from all sources2019-12-31$22,792
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$87,601
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$87,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$87,601
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$87,601
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$254,663
Contributions received from participants2019-12-31$254,663
Participant contributions at end of year2019-12-31$403,031
Participant contributions at end of year2019-12-31$403,031
Participant contributions at beginning of year2019-12-31$295,283
Participant contributions at beginning of year2019-12-31$295,283
Participant contributions at end of year2019-12-31$9,294
Participant contributions at end of year2019-12-31$9,294
Participant contributions at beginning of year2019-12-31$9,979
Participant contributions at beginning of year2019-12-31$9,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$849,792
Value of net income/loss2019-12-31$849,792
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,470,432
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,470,432
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,620,640
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,620,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$35,983
Investment advisory and management fees2019-12-31$35,983
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,030,462
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,030,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,292,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,292,639
Interest on participant loans2019-12-31$22,476
Interest on participant loans2019-12-31$22,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$16,561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$14,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$14,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$14,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$14,002
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$447,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$447,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$214,959
Contributions received in cash from employer2019-12-31$214,959
Employer contributions (assets) at end of year2019-12-31$11,084
Employer contributions (assets) at end of year2019-12-31$11,084
Employer contributions (assets) at beginning of year2019-12-31$8,737
Employer contributions (assets) at beginning of year2019-12-31$8,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$127,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$127,106
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm name2019-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2019-12-31930743240
Accountancy firm EIN2019-12-31930743240
2018 : BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$314,034
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$676,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$614,591
Expenses. Certain deemed distributions of participant loans2018-12-31$32,197
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$426,516
Value of total assets at end of year2018-12-31$2,620,640
Value of total assets at beginning of year2018-12-31$2,983,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,993
Total interest from all sources2018-12-31$16,009
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$98,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$98,517
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$230,290
Participant contributions at end of year2018-12-31$295,283
Participant contributions at beginning of year2018-12-31$239,869
Participant contributions at end of year2018-12-31$9,979
Participant contributions at beginning of year2018-12-31$10,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-362,747
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,620,640
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,983,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$29,993
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,292,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,698,560
Interest on participant loans2018-12-31$15,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$14,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$25,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$25,237
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-227,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$196,226
Employer contributions (assets) at end of year2018-12-31$8,737
Employer contributions (assets) at beginning of year2018-12-31$9,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$614,591
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS
Accountancy firm EIN2018-12-31910189318
2017 : BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$842,470
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$367,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$345,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$409,627
Value of total assets at end of year2017-12-31$2,983,387
Value of total assets at beginning of year2017-12-31$2,508,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,157
Total interest from all sources2017-12-31$13,272
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$105,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$105,131
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$223,778
Participant contributions at end of year2017-12-31$239,869
Participant contributions at beginning of year2017-12-31$291,629
Participant contributions at end of year2017-12-31$10,704
Participant contributions at beginning of year2017-12-31$8,762
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,777
Total non interest bearing cash at beginning of year2017-12-31$8,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$474,822
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,983,387
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,508,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$22,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,698,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,178,621
Interest on participant loans2017-12-31$12,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$25,237
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$14,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$314,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$177,072
Employer contributions (assets) at end of year2017-12-31$9,017
Employer contributions (assets) at beginning of year2017-12-31$6,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$345,491
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$552,240
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$416,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$390,955
Expenses. Certain deemed distributions of participant loans2016-12-31$2,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$409,805
Value of total assets at end of year2016-12-31$2,508,565
Value of total assets at beginning of year2016-12-31$2,372,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,133
Total interest from all sources2016-12-31$9,746
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$214,244
Participant contributions at end of year2016-12-31$291,629
Participant contributions at beginning of year2016-12-31$214,525
Participant contributions at end of year2016-12-31$8,762
Participant contributions at beginning of year2016-12-31$6,798
Administrative expenses (other) incurred2016-12-31$4,100
Total non interest bearing cash at end of year2016-12-31$8,870
Total non interest bearing cash at beginning of year2016-12-31$8,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$136,017
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,508,565
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,372,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$11,904
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,178,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,124,927
Interest on participant loans2016-12-31$9,691
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$55
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$14,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$12,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$132,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$195,561
Employer contributions (assets) at end of year2016-12-31$6,513
Employer contributions (assets) at beginning of year2016-12-31$5,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$390,955
Contract administrator fees2016-12-31$7,129
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$347,358
Total of all expenses incurred2015-12-31$102,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$81,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$368,143
Value of total assets at end of year2015-12-31$2,372,548
Value of total assets at beginning of year2015-12-31$2,127,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,900
Total interest from all sources2015-12-31$8,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$195,829
Participant contributions at end of year2015-12-31$214,525
Participant contributions at beginning of year2015-12-31$177,838
Participant contributions at end of year2015-12-31$6,798
Participant contributions at beginning of year2015-12-31$6,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$3,500
Total non interest bearing cash at end of year2015-12-31$8,100
Total non interest bearing cash at beginning of year2015-12-31$13,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$245,016
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,372,548
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,127,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$11,276
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,124,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,912,701
Interest on participant loans2015-12-31$8,239
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$24
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$12,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$11,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-29,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$172,314
Employer contributions (assets) at end of year2015-12-31$5,912
Employer contributions (assets) at beginning of year2015-12-31$5,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$81,442
Contract administrator fees2015-12-31$6,124
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,881
Total income from all sources (including contributions)2014-12-31$430,183
Total of all expenses incurred2014-12-31$100,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$79,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$360,504
Value of total assets at end of year2014-12-31$2,127,532
Value of total assets at beginning of year2014-12-31$1,803,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,381
Total interest from all sources2014-12-31$6,573
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$125,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$181,514
Participant contributions at end of year2014-12-31$177,838
Participant contributions at beginning of year2014-12-31$141,456
Participant contributions at end of year2014-12-31$6,582
Participant contributions at beginning of year2014-12-31$297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$5,881
Administrative expenses (other) incurred2014-12-31$3,925
Total non interest bearing cash at end of year2014-12-31$13,165
Total non interest bearing cash at beginning of year2014-12-31$7,336
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$329,537
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,127,532
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,797,995
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
Investment advisory and management fees2014-12-31$4,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,912,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,535,531
Interest on participant loans2014-12-31$6,560
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$13
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$11,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$63,106
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$178,990
Employer contributions (assets) at end of year2014-12-31$5,883
Employer contributions (assets) at beginning of year2014-12-31$110,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$79,265
Contract administrator fees2014-12-31$12,468
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,881
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$907
Total income from all sources (including contributions)2013-12-31$592,028
Total of all expenses incurred2013-12-31$112,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$93,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$359,942
Value of total assets at end of year2013-12-31$1,803,876
Value of total assets at beginning of year2013-12-31$1,318,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,063
Total interest from all sources2013-12-31$5,143
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$125,000
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$116,799
Participant contributions at end of year2013-12-31$141,456
Participant contributions at beginning of year2013-12-31$93,373
Participant contributions at end of year2013-12-31$297
Participant contributions at beginning of year2013-12-31$12,749
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$2,063
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,881
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$907
Administrative expenses (other) incurred2013-12-31$3,500
Total non interest bearing cash at end of year2013-12-31$7,336
Total non interest bearing cash at beginning of year2013-12-31$8,549
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$479,990
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,797,995
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,318,005
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$1,535,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,122,657
Income. Interest from loans (other than to participants)2013-12-31$5,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$226,943
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$243,143
Employer contributions (assets) at end of year2013-12-31$110,695
Employer contributions (assets) at beginning of year2013-12-31$74,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$91,912
Contract administrator fees2013-12-31$14,563
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 name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318

Form 5500 Responses for BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN

2022: BETTY LOU'S, INC. 401(K) 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BETTY LOU'S, INC. 401(K) 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BETTY LOU'S, INC. 401(K) 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BETTY LOU'S, INC. 401(K) 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BETTY LOU'S, INC. 401(K) 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: BETTY LOU'S, INC. 401(K) 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: BETTY LOU'S, INC. 401(K) 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 - TrustYes
2015: BETTY LOU'S, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BETTY LOU'S, INC. 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 - TrustYes
2013: BETTY LOU'S, INC. 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 - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39652
Policy instance 1
Insurance contract or identification number39652
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?5
Amount paid for insurance broker fees0
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39652
Policy instance 1
Insurance contract or identification number39652
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-02-27
Total amount of commissions paid to insurance brokerUSD $208
Total amount of fees paid to insurance companyUSD $100
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
Commission paid to Insurance BrokerUSD $208
Insurance broker organization code?5
Amount paid for insurance broker fees100
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker namePREMIER RETIREMENT SERVICES

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