401k Plan data: BOLLINGER GROUP 401K PROFIT SHARING PLAN plan

BOLLINGER GROUP 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	BOLLINGER GROUP 401K PROFIT SHARING PLAN
Plan identification number	001

BOLLINGER GROUP 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PETER P. BOLLINGER INVESTMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name: PETER P. BOLLINGER INVESTMENT COMPANY

Employer identification number (EIN): 941735067

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOLLINGER GROUP 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 TANYA HARO 2024-09-18 TANYA HARO 2024-09-18
001 2022-01-01 TANYA HARO 2023-09-21 TANYA HARO 2023-09-21
001 2021-01-01 TANYA HARO 2022-09-21
001 2020-01-01 TANYA HARO 2021-08-06 TANYA HARO 2021-08-06
001 2019-01-01 TANYA HARO 2020-10-02 TANYA HARO 2020-10-02
001 2018-01-01 TANYA HARO 2019-07-19
001 2017-01-01 LIZA BAYLON 2018-07-23
001 2016-01-01 CLARK WALLACE 2017-05-26
001 2015-01-01 PETER BOLLINGER 2016-05-20
001 2014-01-01 CLARK WALLACE 2015-05-15
001 2013-01-01 CLARK WALLACE
001 2012-01-01 PETER P. BOLLINGER 2013-07-08
001 2011-01-01 PETER P. BOLLINGER 2012-09-18
001 2010-01-01 PETER P. BOLLINGER 2011-04-21 PETER P. BOLLINGER 2011-04-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	TANYA HARO	2024-09-18	TANYA HARO	2024-09-18
001	2022-01-01	TANYA HARO	2023-09-21	TANYA HARO	2023-09-21
001	2021-01-01	TANYA HARO	2022-09-21
001	2020-01-01	TANYA HARO	2021-08-06	TANYA HARO	2021-08-06
001	2019-01-01	TANYA HARO	2020-10-02	TANYA HARO	2020-10-02
001	2018-01-01	TANYA HARO	2019-07-19
001	2017-01-01	LIZA BAYLON	2018-07-23
001	2016-01-01	CLARK WALLACE	2017-05-26
001	2015-01-01	PETER BOLLINGER	2016-05-20
001	2014-01-01	CLARK WALLACE	2015-05-15
001	2013-01-01	CLARK WALLACE
001	2012-01-01	PETER P. BOLLINGER	2013-07-08
001	2011-01-01	PETER P. BOLLINGER	2012-09-18
001	2010-01-01	PETER P. BOLLINGER	2011-04-21	PETER P. BOLLINGER	2011-04-21

Plan Statistics for BOLLINGER GROUP 401K PROFIT SHARING PLAN

401k plan membership statisitcs for BOLLINGER GROUP 401K PROFIT SHARING PLAN

Measure Date Value
2013: BOLLINGER GROUP 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 19
Number of participants with account balances 2013-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2

Measure	Date	Value
2013: BOLLINGER GROUP 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	19
Number of participants with account balances	2013-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2

Financial Data on BOLLINGER GROUP 401K PROFIT SHARING PLAN

Measure	Date	Value
2013 : BOLLINGER GROUP 401K PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$251,838
Expenses. Total of all expenses incurred	2013-12-31	$907
Benefits paid (including direct rollovers)	2013-12-31	$365
Total plan assets at end of year	2013-12-31	$930,265
Total plan assets at beginning of year	2013-12-31	$679,334
Value of fidelity bond covering the plan	2013-12-31	$0
Total contributions received or receivable from participants	2013-12-31	$101,717
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$128,639
Net income (gross income less expenses)	2013-12-31	$250,931
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$930,265
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$679,334
Total contributions received or receivable from employer(s)	2013-12-31	$21,482
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$542

Form 5500 Responses for BOLLINGER GROUP 401K PROFIT SHARING PLAN

2013: BOLLINGER GROUP 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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

Company Name:	PETER P. BOLLINGER INVESTMENT COMPANY
Employer identification number (EIN):	941735067
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate