CARSON, MCBEATH & BOSWELL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
---|
2019: CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 25 |
Total of all active and inactive participants | 2019-01-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 59 |
Number of participants with account balances | 2019-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 9 |
2018: CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 28 |
Total of all active and inactive participants | 2018-01-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 59 |
Number of participants with account balances | 2018-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 7 |
2017: CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 15 |
Total of all active and inactive participants | 2017-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 50 |
Number of participants with account balances | 2017-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 4 |
2016: CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 12 |
Total of all active and inactive participants | 2016-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 50 |
Number of participants with account balances | 2016-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 5 |
2015: CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 6 |
Total of all active and inactive participants | 2015-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 46 |
Number of participants with account balances | 2015-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 7 |
Total of all active and inactive participants | 2014-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 46 |
Number of participants with account balances | 2014-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 43 |
Number of participants with account balances | 2013-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
Total of all active and inactive participants | 2012-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 38 |
Number of participants with account balances | 2012-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 9 |
Total of all active and inactive participants | 2011-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 36 |
Number of participants with account balances | 2011-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 4 |
2009: CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 28 |
Number of participants with account balances | 2009-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2019 : CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
---|
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,007,119 |
Expenses. Total of all expenses incurred | 2019-12-31 | $130,419 |
Benefits paid (including direct rollovers) | 2019-12-31 | $119,551 |
Total plan assets at end of year | 2019-12-31 | $5,468,843 |
Total plan assets at beginning of year | 2019-12-31 | $4,592,143 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $145,096 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $661,506 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $876,700 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,468,843 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,592,143 |
Assets. Value of participant loans | 2019-12-31 | $38,099 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $200,517 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $7,158 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $3,710 |
2018 : CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
---|
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-207,367 |
Expenses. Total of all expenses incurred | 2018-12-31 | $141,895 |
Benefits paid (including direct rollovers) | 2018-12-31 | $122,532 |
Total plan assets at end of year | 2018-12-31 | $4,592,143 |
Total plan assets at beginning of year | 2018-12-31 | $4,941,405 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Assets. Value of tangible personal property | 2018-12-31 | $12,765 |
Total contributions received or receivable from participants | 2018-12-31 | $141,671 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-541,639 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-349,262 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,592,143 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,941,405 |
Assets. Value of participant loans | 2018-12-31 | $47,516 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $192,601 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $17,793 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,570 |
2017 : CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
---|
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $789,244 |
Expenses. Total of all expenses incurred | 2017-12-31 | $2,304,901 |
Benefits paid (including direct rollovers) | 2017-12-31 | $2,287,075 |
Total plan assets at end of year | 2017-12-31 | $4,941,405 |
Total plan assets at beginning of year | 2017-12-31 | $6,457,062 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Assets. Value of tangible personal property | 2017-12-31 | $12,965 |
Total contributions received or receivable from participants | 2017-12-31 | $128,108 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $248 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $482,801 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $-1,515,657 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,941,405 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,457,062 |
Assets. Value of participant loans | 2017-12-31 | $66,819 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $75 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $178,335 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $16,108 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,470 |
2016 : CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
---|
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $811,901 |
Expenses. Total of all expenses incurred | 2016-12-31 | $151,749 |
Benefits paid (including direct rollovers) | 2016-12-31 | $146,082 |
Total plan assets at end of year | 2016-12-31 | $6,457,062 |
Total plan assets at beginning of year | 2016-12-31 | $5,796,910 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Assets. Value of tangible personal property | 2016-12-31 | $11,514 |
Total contributions received or receivable from participants | 2016-12-31 | $147,318 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $1,814 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $470,033 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $660,152 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $6,457,062 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,796,910 |
Assets. Value of participant loans | 2016-12-31 | $94,926 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-12-31 | $20 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $194,550 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $3,853 |
2015 : CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
---|
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $64,534 |
Expenses. Total of all expenses incurred | 2015-12-31 | $318,808 |
Benefits paid (including direct rollovers) | 2015-12-31 | $304,865 |
Total plan assets at end of year | 2015-12-31 | $5,796,910 |
Total plan assets at beginning of year | 2015-12-31 | $6,051,184 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Assets. Value of tangible personal property | 2015-12-31 | $10,600 |
Total contributions received or receivable from participants | 2015-12-31 | $142,079 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $6,000 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $736 |
Other income received | 2015-12-31 | $-264,451 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-254,274 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,796,910 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,051,184 |
Assets. Value of participant loans | 2015-12-31 | $58,871 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $154,994 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $186,170 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $896 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $7,047 |
2014 : CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
---|
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $529,463 |
Expenses. Total of all expenses incurred | 2014-12-31 | $39,540 |
Benefits paid (including direct rollovers) | 2014-12-31 | $35,414 |
Total plan assets at end of year | 2014-12-31 | $6,051,184 |
Total plan assets at beginning of year | 2014-12-31 | $5,561,261 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Assets. Value of tangible personal property | 2014-12-31 | $11,839 |
Total contributions received or receivable from participants | 2014-12-31 | $133,626 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $208,197 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $489,923 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $6,051,184 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,561,261 |
Assets. Value of participant loans | 2014-12-31 | $56,331 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $181,107 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $155,009 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $187,640 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $4,126 |
2013 : CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
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 | $982,383 |
Expenses. Total of all expenses incurred | 2013-12-31 | $8,651 |
Benefits paid (including direct rollovers) | 2013-12-31 | $4,063 |
Total plan assets at end of year | 2013-12-31 | $5,561,261 |
Total plan assets at beginning of year | 2013-12-31 | $4,587,529 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Assets. Value of tangible personal property | 2013-12-31 | $11,967 |
Total contributions received or receivable from participants | 2013-12-31 | $133,410 |
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 | $663,363 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $973,732 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,561,261 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,587,529 |
Assets. Value of participant loans | 2013-12-31 | $59,353 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $222,576 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $147,022 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $185,610 |
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 | $4,588 |
2012 : CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $465,864 |
Expenses. Total of all expenses incurred | 2012-12-31 | $265,335 |
Benefits paid (including direct rollovers) | 2012-12-31 | $261,095 |
Total plan assets at end of year | 2012-12-31 | $4,587,529 |
Total plan assets at beginning of year | 2012-12-31 | $4,387,000 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Assets. Value of tangible personal property | 2012-12-31 | $16,640 |
Total contributions received or receivable from participants | 2012-12-31 | $120,022 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $174,856 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $200,529 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,587,529 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,387,000 |
Assets. Value of participant loans | 2012-12-31 | $44,900 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $254,739 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $147,773 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $170,986 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $4,240 |
2011 : CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $1,788 |
Total income from all sources | 2011-12-31 | $181,927 |
Expenses. Total of all expenses incurred | 2011-12-31 | $164,661 |
Benefits paid (including direct rollovers) | 2011-12-31 | $163,658 |
Total plan assets at end of year | 2011-12-31 | $4,387,000 |
Total plan assets at beginning of year | 2011-12-31 | $4,371,522 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Assets. Value of tangible personal property | 2011-12-31 | $13,872 |
Total contributions received or receivable from participants | 2011-12-31 | $143,338 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-119,820 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $17,266 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,387,000 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,369,734 |
Assets. Value of participant loans | 2011-12-31 | $54,792 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $341,365 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $147,124 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-12-31 | $6,039 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $158,409 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,003 |
2010 : CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
---|
Total plan liabilities at end of year | 2010-12-31 | $1,788 |
Total income from all sources | 2010-12-31 | $613,422 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,805 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,780 |
Total plan assets at end of year | 2010-12-31 | $4,371,522 |
Total plan assets at beginning of year | 2010-12-31 | $3,758,117 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Assets. Value of tangible personal property | 2010-12-31 | $13,872 |
Total contributions received or receivable from participants | 2010-12-31 | $119,898 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $311,283 |
Net income (gross income less expenses) | 2010-12-31 | $611,617 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,369,734 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,758,117 |
Assets. Value of participant loans | 2010-12-31 | $3,345 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $377,113 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $150,000 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $182,241 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $25 |
2009 : CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2019: CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CARSON, MCBEATH & BOSWELL, INC. 401(K) 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 – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CARSON, MCBEATH & BOSWELL, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 99390 |
Policy instance | 1 |
Insurance contract or identification number | 99390 | Number of Individuals Covered | 0 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-10-29 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,005 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 1005 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker organization code? | 5 |
|
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
Policy contract number | 70159760 |
Policy instance | 2 |
Insurance contract or identification number | 70159760 | Number of Individuals Covered | 0 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Other information about contract | DEFERRED ANNUITY |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 99390 |
Policy instance | 1 |
Insurance contract or identification number | 99390 | Number of Individuals Covered | 44 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $870 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 870 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker organization code? | 5 | Insurance broker name | MIDWEST BENEFIT CONSULTANTS, LTD. |
|
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
Policy contract number | 70159760 |
Policy instance | 2 |
Insurance contract or identification number | 70159760 | Number of Individuals Covered | 1 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Other information about contract | DEFERRED ANNUITY |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 99390 |
Policy instance | 1 |
Insurance contract or identification number | 99390 | Number of Individuals Covered | 41 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $2,124 | Total amount of fees paid to insurance company | USD $480 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,124 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker name | MIDWEST BENEFIT CONSULTANTS, LTD. |
|
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
Policy contract number | 70159760 |
Policy instance | 2 |
Insurance contract or identification number | 70159760 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Other information about contract | DEFERRED ANNUITY |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 99390 |
Policy instance | 1 |
Insurance contract or identification number | 99390 | Number of Individuals Covered | 40 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $2,474 | Total amount of fees paid to insurance company | USD $855 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,474 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | MIDWEST BENEFIT CONSULTANTS, LTD. |
|
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
Policy contract number | 70159760 |
Policy instance | 2 |
Insurance contract or identification number | 70159760 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Other information about contract | DEFERRED ANNUITY |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 99390 |
Policy instance | 1 |
Insurance contract or identification number | 99390 | Number of Individuals Covered | 39 | Insurance policy start date | 2013-01-10 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $2,017 | Total amount of fees paid to insurance company | USD $945 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,017 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | MIDWEST BENEFIT CONSULTANTS, LTD. |
|
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
Policy contract number | 70159760 |
Policy instance | 2 |
Insurance contract or identification number | 70159760 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Other information about contract | DEFERRED ANNUITY |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 99390 |
Policy instance | 1 |
Insurance contract or identification number | 99390 | Number of Individuals Covered | 34 | Insurance policy start date | 2012-01-10 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $1,606 | Total amount of fees paid to insurance company | USD $955 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,606 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 955 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | MIDWEST BENEFIT CONSULTANTS, LTD. |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 99390 |
Policy instance | 1 |
Insurance contract or identification number | 99390 | Number of Individuals Covered | 24 | Insurance policy start date | 2011-01-10 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $527 | Total amount of fees paid to insurance company | USD $350 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
Policy contract number | 70159760 |
Policy instance | 2 |
Insurance contract or identification number | 70159760 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Other information about contract | DEFERRED ANNUITY |
|
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
Policy contract number | 70159760 |
Policy instance | 1 |
Insurance contract or identification number | 70159760 | Number of Individuals Covered | 1 | Insurance policy start date | 2009-09-02 | Insurance policy end date | 2010-09-02 | Total amount of commissions paid to insurance broker | USD $0 | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Other information about contract | DEFERRED ANNUITY |
|