401k Plan data: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN plan

BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 401k Plan overview

Plan Name	BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN
Plan identification number	003

BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Long-term disability cover

401k Sponsoring company profile

BLUMENFELD INSURANCE MARKETING INC has sponsored the creation of one or more 401k plans.

Company Name: BLUMENFELD INSURANCE MARKETING INC

Employer identification number (EIN): 953665349

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about BLUMENFELD INSURANCE MARKETING INC

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1049564

More information about BLUMENFELD INSURANCE MARKETING INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-03-01
003 2017-03-01
003 2016-03-01
003 2015-03-01
003 2014-03-01 JOSEPH S BLUMENFELD
003 2013-03-01 JOSEPH S BLUMENFELD
003 2012-03-01 JOSEPH S BLUMENFELD
003 2011-03-01 JOSEPH S BLUMENFELD

Plan Statistics for BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN

401k plan membership statisitcs for BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN

Measure Date Value
2018: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-03-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-03-01 0
Number of retired or separated participants receiving benefits 2018-03-01 0
Number of other retired or separated participants entitled to future benefits 2018-03-01 0
Total of all active and inactive participants 2018-03-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-03-01 0
Total participants 2018-03-01 0
Number of participants with account balances 2018-03-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-03-01 0
2017: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-03-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-03-01 3
Number of retired or separated participants receiving benefits 2017-03-01 0
Number of other retired or separated participants entitled to future benefits 2017-03-01 0
Total of all active and inactive participants 2017-03-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-03-01 0
Total participants 2017-03-01 3
Number of participants with account balances 2017-03-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-03-01 0
2016: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-03-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-03-01 3
Number of retired or separated participants receiving benefits 2016-03-01 0
Number of other retired or separated participants entitled to future benefits 2016-03-01 0
Total of all active and inactive participants 2016-03-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-03-01 0
Total participants 2016-03-01 3
Number of participants with account balances 2016-03-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-03-01 0
2015: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-03-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-03-01 3
Number of retired or separated participants receiving benefits 2015-03-01 0
Number of other retired or separated participants entitled to future benefits 2015-03-01 0
Total of all active and inactive participants 2015-03-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-03-01 0
Total participants 2015-03-01 3
Number of participants with account balances 2015-03-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-03-01 0
2014: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-03-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-03-01 3
Number of retired or separated participants receiving benefits 2014-03-01 0
Number of other retired or separated participants entitled to future benefits 2014-03-01 0
Total of all active and inactive participants 2014-03-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-03-01 0
Total participants 2014-03-01 3
Number of participants with account balances 2014-03-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-03-01 0
2013: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-03-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-03-01 3
Number of retired or separated participants receiving benefits 2013-03-01 0
Number of other retired or separated participants entitled to future benefits 2013-03-01 0
Total of all active and inactive participants 2013-03-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-03-01 0
Total participants 2013-03-01 3
Number of participants with account balances 2013-03-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-03-01 0
2012: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-03-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-03-01 3
Number of retired or separated participants receiving benefits 2012-03-01 0
Number of other retired or separated participants entitled to future benefits 2012-03-01 0
Total of all active and inactive participants 2012-03-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-03-01 0
Total participants 2012-03-01 3
Number of participants with account balances 2012-03-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-03-01 0
2011: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-03-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-03-01 3
Number of retired or separated participants receiving benefits 2011-03-01 0
Number of other retired or separated participants entitled to future benefits 2011-03-01 0
Total of all active and inactive participants 2011-03-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-03-01 0
Total participants 2011-03-01 3
Number of participants with account balances 2011-03-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-03-01 0

Measure	Date	Value
2018: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-03-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-03-01	0
Number of retired or separated participants receiving benefits	2018-03-01	0
Number of other retired or separated participants entitled to future benefits	2018-03-01	0
Total of all active and inactive participants	2018-03-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-03-01	0
Total participants	2018-03-01	0
Number of participants with account balances	2018-03-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-03-01	0
2017: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-03-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-03-01	3
Number of retired or separated participants receiving benefits	2017-03-01	0
Number of other retired or separated participants entitled to future benefits	2017-03-01	0
Total of all active and inactive participants	2017-03-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-03-01	0
Total participants	2017-03-01	3
Number of participants with account balances	2017-03-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-03-01	0
2016: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-03-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-03-01	3
Number of retired or separated participants receiving benefits	2016-03-01	0
Number of other retired or separated participants entitled to future benefits	2016-03-01	0
Total of all active and inactive participants	2016-03-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-03-01	0
Total participants	2016-03-01	3
Number of participants with account balances	2016-03-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-03-01	0
2015: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-03-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-03-01	3
Number of retired or separated participants receiving benefits	2015-03-01	0
Number of other retired or separated participants entitled to future benefits	2015-03-01	0
Total of all active and inactive participants	2015-03-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-03-01	0
Total participants	2015-03-01	3
Number of participants with account balances	2015-03-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-03-01	0
2014: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-03-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-03-01	3
Number of retired or separated participants receiving benefits	2014-03-01	0
Number of other retired or separated participants entitled to future benefits	2014-03-01	0
Total of all active and inactive participants	2014-03-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-03-01	0
Total participants	2014-03-01	3
Number of participants with account balances	2014-03-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-03-01	0
2013: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-03-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-03-01	3
Number of retired or separated participants receiving benefits	2013-03-01	0
Number of other retired or separated participants entitled to future benefits	2013-03-01	0
Total of all active and inactive participants	2013-03-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-03-01	0
Total participants	2013-03-01	3
Number of participants with account balances	2013-03-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-03-01	0
2012: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-03-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-03-01	3
Number of retired or separated participants receiving benefits	2012-03-01	0
Number of other retired or separated participants entitled to future benefits	2012-03-01	0
Total of all active and inactive participants	2012-03-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-03-01	0
Total participants	2012-03-01	3
Number of participants with account balances	2012-03-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-03-01	0
2011: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-03-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-03-01	3
Number of retired or separated participants receiving benefits	2011-03-01	0
Number of other retired or separated participants entitled to future benefits	2011-03-01	0
Total of all active and inactive participants	2011-03-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-03-01	0
Total participants	2011-03-01	3
Number of participants with account balances	2011-03-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-03-01	0

Financial Data on BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN

Measure	Date	Value
2019 : BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-02-28	$0
Total plan liabilities at end of year	2019-02-28	$0
Total plan liabilities at beginning of year	2019-02-28	$0
Total income from all sources	2019-02-28	$14,805
Expenses. Total of all expenses incurred	2019-02-28	$6,350,650
Benefits paid (including direct rollovers)	2019-02-28	$6,350,650
Total plan assets at end of year	2019-02-28	$0
Total plan assets at beginning of year	2019-02-28	$6,335,845
Value of fidelity bond covering the plan	2019-02-28	$800,000
Total contributions received or receivable from participants	2019-02-28	$0
Expenses. Other expenses not covered elsewhere	2019-02-28	$0
Contributions received from other sources (not participants or employers)	2019-02-28	$0
Other income received	2019-02-28	$14,805
Noncash contributions received	2019-02-28	$0
Net income (gross income less expenses)	2019-02-28	$-6,335,845
Net plan assets at end of year (total assets less liabilities)	2019-02-28	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-02-28	$6,335,845
Total contributions received or receivable from employer(s)	2019-02-28	$0
Value of certain deemed distributions of participant loans	2019-02-28	$0
Value of corrective distributions	2019-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-02-28	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-02-28	$0
2018 : BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-02-28	$0
Total plan liabilities at end of year	2018-02-28	$0
Total plan liabilities at beginning of year	2018-02-28	$0
Total income from all sources	2018-02-28	$1,175,957
Expenses. Total of all expenses incurred	2018-02-28	$181,093
Benefits paid (including direct rollovers)	2018-02-28	$176,042
Total plan assets at end of year	2018-02-28	$6,335,845
Total plan assets at beginning of year	2018-02-28	$5,340,981
Value of fidelity bond covering the plan	2018-02-28	$800,000
Total contributions received or receivable from participants	2018-02-28	$0
Expenses. Other expenses not covered elsewhere	2018-02-28	$0
Contributions received from other sources (not participants or employers)	2018-02-28	$0
Other income received	2018-02-28	$1,175,957
Noncash contributions received	2018-02-28	$0
Net income (gross income less expenses)	2018-02-28	$994,864
Net plan assets at end of year (total assets less liabilities)	2018-02-28	$6,335,845
Net plan assets at beginning of year (total assets less liabilities)	2018-02-28	$5,340,981
Assets. Value of assets in partnership/joint-venture interests	2018-02-28	$103,566
Total contributions received or receivable from employer(s)	2018-02-28	$0
Value of certain deemed distributions of participant loans	2018-02-28	$0
Value of corrective distributions	2018-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-02-28	$5,051
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-02-28	$0
2017 : BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-02-28	$0
Total plan liabilities at end of year	2017-02-28	$0
Total plan liabilities at beginning of year	2017-02-28	$0
Total income from all sources	2017-02-28	$658,330
Expenses. Total of all expenses incurred	2017-02-28	$76,543
Benefits paid (including direct rollovers)	2017-02-28	$76,531
Total plan assets at end of year	2017-02-28	$5,340,981
Total plan assets at beginning of year	2017-02-28	$4,759,194
Value of fidelity bond covering the plan	2017-02-28	$800,000
Total contributions received or receivable from participants	2017-02-28	$0
Expenses. Other expenses not covered elsewhere	2017-02-28	$0
Contributions received from other sources (not participants or employers)	2017-02-28	$0
Other income received	2017-02-28	$596,614
Noncash contributions received	2017-02-28	$0
Net income (gross income less expenses)	2017-02-28	$581,787
Net plan assets at end of year (total assets less liabilities)	2017-02-28	$5,340,981
Net plan assets at beginning of year (total assets less liabilities)	2017-02-28	$4,759,194
Assets. Value of assets in partnership/joint-venture interests	2017-02-28	$216,396
Total contributions received or receivable from employer(s)	2017-02-28	$61,716
Value of certain deemed distributions of participant loans	2017-02-28	$0
Value of corrective distributions	2017-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-02-28	$12
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-02-28	$0
2016 : BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-02-29	$0
Total plan liabilities at end of year	2016-02-29	$0
Total plan liabilities at beginning of year	2016-02-29	$0
Total income from all sources	2016-02-29	$214,846
Expenses. Total of all expenses incurred	2016-02-29	$414
Benefits paid (including direct rollovers)	2016-02-29	$0
Total plan assets at end of year	2016-02-29	$4,759,194
Total plan assets at beginning of year	2016-02-29	$4,544,762
Value of fidelity bond covering the plan	2016-02-29	$800,000
Total contributions received or receivable from participants	2016-02-29	$0
Assets. Value of loans (other than to participants)	2016-02-29	$0
Expenses. Other expenses not covered elsewhere	2016-02-29	$0
Contributions received from other sources (not participants or employers)	2016-02-29	$0
Other income received	2016-02-29	$106,905
Noncash contributions received	2016-02-29	$0
Net income (gross income less expenses)	2016-02-29	$214,432
Net plan assets at end of year (total assets less liabilities)	2016-02-29	$4,759,194
Net plan assets at beginning of year (total assets less liabilities)	2016-02-29	$4,544,762
Assets. Value of assets in partnership/joint-venture interests	2016-02-29	$236,124
Total contributions received or receivable from employer(s)	2016-02-29	$107,941
Value of certain deemed distributions of participant loans	2016-02-29	$0
Value of corrective distributions	2016-02-29	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-02-29	$414
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-02-29	$0
2015 : BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-02-28	$0
Total plan liabilities at end of year	2015-02-28	$0
Total plan liabilities at beginning of year	2015-02-28	$0
Total income from all sources	2015-02-28	$4,301,725
Expenses. Total of all expenses incurred	2015-02-28	$0
Benefits paid (including direct rollovers)	2015-02-28	$0
Total plan assets at end of year	2015-02-28	$4,544,762
Total plan assets at beginning of year	2015-02-28	$243,037
Value of fidelity bond covering the plan	2015-02-28	$800,000
Total contributions received or receivable from participants	2015-02-28	$0
Assets. Value of loans (other than to participants)	2015-02-28	$12,330
Expenses. Other expenses not covered elsewhere	2015-02-28	$0
Contributions received from other sources (not participants or employers)	2015-02-28	$4,198,192
Other income received	2015-02-28	$-4,183
Noncash contributions received	2015-02-28	$0
Net income (gross income less expenses)	2015-02-28	$4,301,725
Net plan assets at end of year (total assets less liabilities)	2015-02-28	$4,544,762
Net plan assets at beginning of year (total assets less liabilities)	2015-02-28	$243,037
Assets. Value of assets in partnership/joint-venture interests	2015-02-28	$377,394
Total contributions received or receivable from employer(s)	2015-02-28	$107,716
Value of certain deemed distributions of participant loans	2015-02-28	$0
Value of corrective distributions	2015-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-02-28	$0
2014 : BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-02-28	$0
Total plan liabilities at end of year	2014-02-28	$0
Total plan liabilities at beginning of year	2014-02-28	$0
Total income from all sources	2014-02-28	$122,230
Expenses. Total of all expenses incurred	2014-02-28	$138
Benefits paid (including direct rollovers)	2014-02-28	$0
Total plan assets at end of year	2014-02-28	$243,037
Total plan assets at beginning of year	2014-02-28	$120,945
Value of fidelity bond covering the plan	2014-02-28	$800,000
Total contributions received or receivable from participants	2014-02-28	$0
Assets. Value of loans (other than to participants)	2014-02-28	$1,540
Expenses. Other expenses not covered elsewhere	2014-02-28	$0
Contributions received from other sources (not participants or employers)	2014-02-28	$0
Other income received	2014-02-28	$17,130
Noncash contributions received	2014-02-28	$0
Net income (gross income less expenses)	2014-02-28	$122,092
Net plan assets at end of year (total assets less liabilities)	2014-02-28	$243,037
Net plan assets at beginning of year (total assets less liabilities)	2014-02-28	$120,945
Assets. Value of assets in partnership/joint-venture interests	2014-02-28	$12,720
Total contributions received or receivable from employer(s)	2014-02-28	$105,100
Value of certain deemed distributions of participant loans	2014-02-28	$0
Value of corrective distributions	2014-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-02-28	$138
2013 : BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-02-28	$0
Total plan liabilities at end of year	2013-02-28	$0
Total plan liabilities at beginning of year	2013-02-28	$0
Total income from all sources	2013-02-28	$45,000
Expenses. Total of all expenses incurred	2013-02-28	$0
Benefits paid (including direct rollovers)	2013-02-28	$0
Total plan assets at end of year	2013-02-28	$120,945
Total plan assets at beginning of year	2013-02-28	$75,945
Value of fidelity bond covering the plan	2013-02-28	$800,000
Total contributions received or receivable from participants	2013-02-28	$0
Assets. Value of loans (other than to participants)	2013-02-28	$1,947
Expenses. Other expenses not covered elsewhere	2013-02-28	$0
Contributions received from other sources (not participants or employers)	2013-02-28	$0
Other income received	2013-02-28	$0
Noncash contributions received	2013-02-28	$0
Net income (gross income less expenses)	2013-02-28	$45,000
Net plan assets at end of year (total assets less liabilities)	2013-02-28	$120,945
Net plan assets at beginning of year (total assets less liabilities)	2013-02-28	$75,945
Assets. Value of assets in partnership/joint-venture interests	2013-02-28	$9,765
Total contributions received or receivable from employer(s)	2013-02-28	$45,000
Value of certain deemed distributions of participant loans	2013-02-28	$0
Value of corrective distributions	2013-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-02-28	$0
2012 : BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-02-29	$0
Total plan liabilities at end of year	2012-02-29	$0
Total plan liabilities at beginning of year	2012-02-29	$0
Total income from all sources	2012-02-29	$75,945
Expenses. Total of all expenses incurred	2012-02-29	$0
Benefits paid (including direct rollovers)	2012-02-29	$0
Total plan assets at end of year	2012-02-29	$75,945
Total plan assets at beginning of year	2012-02-29	$0
Value of fidelity bond covering the plan	2012-02-29	$800,000
Total contributions received or receivable from participants	2012-02-29	$0
Expenses. Other expenses not covered elsewhere	2012-02-29	$0
Contributions received from other sources (not participants or employers)	2012-02-29	$0
Other income received	2012-02-29	$0
Noncash contributions received	2012-02-29	$0
Net income (gross income less expenses)	2012-02-29	$75,945
Net plan assets at end of year (total assets less liabilities)	2012-02-29	$75,945
Net plan assets at beginning of year (total assets less liabilities)	2012-02-29	$0
Total contributions received or receivable from employer(s)	2012-02-29	$75,945
Value of certain deemed distributions of participant loans	2012-02-29	$0
Value of corrective distributions	2012-02-29	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-02-29	$0

Form 5500 Responses for BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN

2018: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-03-01	Type of plan entity	Single employer plan
2018-03-01	Submission has been amended	No
2018-03-01	This submission is the final filing	Yes
2018-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-03-01	Plan is a collectively bargained plan	No
2018-03-01	Plan funding arrangement – Trust	Yes
2018-03-01	Plan benefit arrangement - Trust	Yes
2017: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-03-01	Type of plan entity	Single employer plan
2017-03-01	Submission has been amended	No
2017-03-01	This submission is the final filing	No
2017-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-03-01	Plan is a collectively bargained plan	No
2017-03-01	Plan funding arrangement – Trust	Yes
2017-03-01	Plan benefit arrangement - Trust	Yes
2016: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-03-01	Type of plan entity	Single employer plan
2016-03-01	Submission has been amended	No
2016-03-01	This submission is the final filing	No
2016-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-03-01	Plan is a collectively bargained plan	No
2016-03-01	Plan funding arrangement – Trust	Yes
2016-03-01	Plan benefit arrangement - Trust	Yes
2015: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-03-01	Type of plan entity	Single employer plan
2015-03-01	Submission has been amended	No
2015-03-01	This submission is the final filing	No
2015-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-03-01	Plan is a collectively bargained plan	No
2015-03-01	Plan funding arrangement – Trust	Yes
2015-03-01	Plan benefit arrangement - Trust	Yes
2014: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-03-01	Type of plan entity	Single employer plan
2014-03-01	Submission has been amended	No
2014-03-01	This submission is the final filing	No
2014-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-03-01	Plan is a collectively bargained plan	No
2014-03-01	Plan funding arrangement – Trust	Yes
2014-03-01	Plan benefit arrangement - Trust	Yes
2013: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-03-01	Type of plan entity	Single employer plan
2013-03-01	Submission has been amended	No
2013-03-01	This submission is the final filing	No
2013-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-03-01	Plan is a collectively bargained plan	No
2013-03-01	Plan funding arrangement – Trust	Yes
2013-03-01	Plan benefit arrangement - Trust	Yes
2012: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-03-01	Type of plan entity	Single employer plan
2012-03-01	Submission has been amended	No
2012-03-01	This submission is the final filing	No
2012-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-03-01	Plan is a collectively bargained plan	No
2012-03-01	Plan funding arrangement – Trust	Yes
2012-03-01	Plan benefit arrangement - Trust	Yes
2011: BLUMENFELD INSURANCE MARKETING INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-03-01	Type of plan entity	Single employer plan
2011-03-01	First time form 5500 has been submitted	Yes
2011-03-01	Submission has been amended	No
2011-03-01	This submission is the final filing	No
2011-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-03-01	Plan is a collectively bargained plan	No
2011-03-01	Plan funding arrangement – Trust	Yes
2011-03-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BLUMENFELD INSURANCE MARKETING INC
Employer identification number (EIN):	953665349
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1049564