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THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN 401k Plan overview

Plan NameTHE BCP EMPLOYER CONTRIBUTION 401(A) PLAN
Plan identification number 001

THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

BELLARMINE COLLEGE PREPARATORY has sponsored the creation of one or more 401k plans.

Company Name:BELLARMINE COLLEGE PREPARATORY
Employer identification number (EIN):941160938
NAIC Classification:611000

Additional information about BELLARMINE COLLEGE PREPARATORY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0128154

More information about BELLARMINE COLLEGE PREPARATORY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-07-01MIKE ROGERS
0012015-07-01MIKE ROGERS MIKE ROGERS2017-04-13
0012014-07-01RON MILLER
0012013-07-01RON MILLER RON MILLER2015-02-20
0012012-07-01THOMAS GORNDT THOMAS GORNDT2014-02-19
0012011-07-01THOMAS GORNDT THOMAS GORNDT2013-03-07
0012009-07-01THOMAS GORNDT THOMAS GORNDT2011-03-07

Plan Statistics for THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN

401k plan membership statisitcs for THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN

Measure Date Value
2016: THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01204
Total number of active participants reported on line 7a of the Form 55002016-07-010
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-010
Number of participants with account balances2016-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01220
Total number of active participants reported on line 7a of the Form 55002015-07-01152
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0148
Total of all active and inactive participants2015-07-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-014
Total participants2015-07-01204
Number of participants with account balances2015-07-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01259
Total number of active participants reported on line 7a of the Form 55002014-07-01160
Number of other retired or separated participants entitled to future benefits2014-07-0157
Total of all active and inactive participants2014-07-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-013
Total participants2014-07-01220
Number of participants with account balances2014-07-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01255
Total number of active participants reported on line 7a of the Form 55002013-07-01197
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0162
Total of all active and inactive participants2013-07-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01259
Number of participants with account balances2013-07-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01205
Total number of active participants reported on line 7a of the Form 55002012-07-01186
Number of other retired or separated participants entitled to future benefits2012-07-0146
Total of all active and inactive participants2012-07-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-014
Total participants2012-07-01236
Number of participants with account balances2012-07-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01197
Total number of active participants reported on line 7a of the Form 55002011-07-01183
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0122
Total of all active and inactive participants2011-07-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01205
Number of participants with account balances2011-07-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01241
Total number of active participants reported on line 7a of the Form 55002009-07-01180
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0135
Total of all active and inactive participants2009-07-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-013
Total participants2009-07-01218
Number of participants with account balances2009-07-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-012

Financial Data on THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN

Measure Date Value
2016 : THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-21$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-21$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-21$0
Total income from all sources (including contributions)2016-09-21$294,616
Total loss/gain on sale of assets2016-09-21$0
Total of all expenses incurred2016-09-21$15,259,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-21$15,259,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-21$0
Value of total assets at end of year2016-09-21$0
Value of total assets at beginning of year2016-09-21$14,964,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-21$324
Total interest from all sources2016-09-21$132
Total dividends received (eg from common stock, registered investment company shares)2016-09-21$5,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-21Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-09-21$0
Total dividends received from registered investment company shares (eg mutual funds)2016-09-21$5,074
Administrative expenses professional fees incurred2016-09-21$324
Was this plan covered by a fidelity bond2016-09-21Yes
Value of fidelity bond cover2016-09-21$500,000
If this is an individual account plan, was there a blackout period2016-09-21No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-21$0
Funding deficiency by the employer to the plan for this plan year2016-09-21$0
Minimum employer required contribution for this plan year2016-09-21$0
Amount contributed by the employer to the plan for this plan year2016-09-21$0
Were there any nonexempt tranactions with any party-in-interest2016-09-21No
Participant contributions at end of year2016-09-21$0
Participant contributions at beginning of year2016-09-21$14,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-21No
Value of net income/loss2016-09-21$-14,964,878
Value of net assets at end of year (total assets less liabilities)2016-09-21$0
Value of net assets at beginning of year (total assets less liabilities)2016-09-21$14,964,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-21No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-21No
Were any leases to which the plan was party in default or uncollectible2016-09-21No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-21$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-21$11,791,957
Income. Interest from loans (other than to participants)2016-09-21$120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-21$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-21$175,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-21$175,412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-21$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-21$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-21$2,983,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-21$289,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-21No
Was there a failure to transmit to the plan any participant contributions2016-09-21No
Has the plan failed to provide any benefit when due under the plan2016-09-21No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-21$15,259,170
Did the plan have assets held for investment2016-09-21No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-21No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-21Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-21Yes
Opinion of an independent qualified public accountant for this plan2016-09-21Disclaimer
Accountancy firm name2016-09-21BPM LLP
Accountancy firm EIN2016-09-21814234542
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$-48,055
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$3,811,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$3,806,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$0
Value of total assets at end of year2016-06-30$14,964,878
Value of total assets at beginning of year2016-06-30$18,824,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$5,009
Total interest from all sources2016-06-30$136,359
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$393,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$393,829
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$0
Amount contributed by the employer to the plan for this plan year2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Participant contributions at end of year2016-06-30$14,162
Participant contributions at beginning of year2016-06-30$27,287
Other income not declared elsewhere2016-06-30$547
Administrative expenses (other) incurred2016-06-30$225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-3,860,047
Value of net assets at end of year (total assets less liabilities)2016-06-30$14,964,878
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$18,824,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$4,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$11,791,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$15,304,871
Interest on participant loans2016-06-30$829
Interest earned on other investments2016-06-30$135,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$175,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$185,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$185,252
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$34
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$2,983,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$3,307,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-578,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$3,806,983
Contract administrator fees2016-06-30$552
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BPM LLP
Accountancy firm EIN2016-06-30814234542
2015 : THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$672,613
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$914,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$866,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$0
Value of total assets at end of year2015-06-30$18,824,925
Value of total assets at beginning of year2015-06-30$19,066,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$48,177
Total interest from all sources2015-06-30$1,592
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$608,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$608,506
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$0
Amount contributed by the employer to the plan for this plan year2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Participant contributions at end of year2015-06-30$27,287
Participant contributions at beginning of year2015-06-30$48,747
Other income not declared elsewhere2015-06-30$142,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-241,927
Value of net assets at end of year (total assets less liabilities)2015-06-30$18,824,925
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$19,066,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$48,177
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$15,304,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$15,520,289
Interest on participant loans2015-06-30$1,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$185,252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$235,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$235,065
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$3,307,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$3,262,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-79,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$866,363
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BURR PILGER MAYER
Accountancy firm EIN2015-06-30263839190
2014 : THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$2,419,109
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$380,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$349,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$0
Value of total assets at end of year2014-06-30$19,066,852
Value of total assets at beginning of year2014-06-30$17,028,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$30,704
Total interest from all sources2014-06-30$2,824
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$738,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$738,363
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$0
Amount contributed by the employer to the plan for this plan year2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Participant contributions at end of year2014-06-30$48,747
Participant contributions at beginning of year2014-06-30$80,456
Other income not declared elsewhere2014-06-30$140,360
Administrative expenses (other) incurred2014-06-30$27,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,038,826
Value of net assets at end of year (total assets less liabilities)2014-06-30$19,066,852
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$17,028,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$3,407
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$15,520,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$13,468,005
Interest on participant loans2014-06-30$2,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$235,065
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$283,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$283,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$31
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$3,262,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$3,195,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,537,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$349,579
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BURR PILGER MAYER, INC.
Accountancy firm EIN2014-06-30263839190
2013 : THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$1,528,629
Total of all expenses incurred2013-06-30$490,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$484,727
Value of total assets at end of year2013-06-30$17,028,026
Value of total assets at beginning of year2013-06-30$15,989,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$5,576
Total interest from all sources2013-06-30$4,599
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$336,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$336,890
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$0
Amount contributed by the employer to the plan for this plan year2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Participant contributions at end of year2013-06-30$80,456
Participant contributions at beginning of year2013-06-30$120,629
Other income not declared elsewhere2013-06-30$130,772
Administrative expenses (other) incurred2013-06-30$4,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,038,326
Value of net assets at end of year (total assets less liabilities)2013-06-30$17,028,026
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$15,989,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$595
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$13,468,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$9,938,609
Interest on participant loans2013-06-30$4,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$283,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$224,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$224,132
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$31
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$3,195,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$5,706,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,056,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$484,727
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BURR PILGER MAYER, INC.
Accountancy firm EIN2013-06-30263839190
2012 : THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$1,186,569
Total of all expenses incurred2012-06-30$181,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$175,523
Expenses. Certain deemed distributions of participant loans2012-06-30$4,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,041,676
Value of total assets at end of year2012-06-30$15,989,700
Value of total assets at beginning of year2012-06-30$14,984,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$910
Total interest from all sources2012-06-30$137,433
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$292,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$292,163
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$998,220
Amount contributed by the employer to the plan for this plan year2012-06-30$998,220
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$120,629
Participant contributions at beginning of year2012-06-30$106,762
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$43,456
Administrative expenses (other) incurred2012-06-30$641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,005,304
Value of net assets at end of year (total assets less liabilities)2012-06-30$15,989,700
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$14,984,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$269
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$9,938,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$8,872,014
Interest on participant loans2012-06-30$4,941
Interest earned on other investments2012-06-30$132,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$224,132
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$252,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$252,530
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$5,706,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$5,753,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-284,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$998,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$175,523
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BURR PILGER MAYER, INC.
Accountancy firm EIN2012-06-30263839190
2011 : THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$3,070,627
Total of all expenses incurred2011-06-30$212,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$211,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$970,286
Value of total assets at end of year2011-06-30$14,984,396
Value of total assets at beginning of year2011-06-30$12,126,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$519
Total interest from all sources2011-06-30$5,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$106,762
Participant contributions at beginning of year2011-06-30$92,776
Other income not declared elsewhere2011-06-30$538,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,858,342
Value of net assets at end of year (total assets less liabilities)2011-06-30$14,984,396
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$12,126,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$519
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$8,872,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$6,384,905
Interest on participant loans2011-06-30$5,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$252,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$221,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$221,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$5,753,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$5,427,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,556,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$970,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$211,766
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BURR PILGER MAYER, INC.
Accountancy firm EIN2011-06-30263839190
2010 : THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$925,103
Amount contributed by the employer to the plan for this plan year2010-06-30$925,103

Form 5500 Responses for THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN

2016: THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingYes
2016-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: THE BCP EMPLOYER CONTRIBUTION 401(A) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346811
Policy instance 1
Insurance contract or identification number346811
Number of Individuals Covered116
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346811
Policy instance 1
Insurance contract or identification number346811
Number of Individuals Covered129
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346811
Policy instance 1
Insurance contract or identification number346811
Number of Individuals Covered141
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346811
Policy instance 1
Insurance contract or identification number346811
Number of Individuals Covered149
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346811
Policy instance 1
Insurance contract or identification number346811
Number of Individuals Covered155
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346811
Policy instance 1
Insurance contract or identification number346811
Number of Individuals Covered164
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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