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| Plan Name | BEACON HILL FINANCIAL CORPORATION PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | BEACON HILL FINANCIAL CORPORATION |
| Employer identification number (EIN): | 042813870 |
| NAIC Classification: | 523120 |
| NAIC Description: | Securities Brokerage |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2018-10-01 | ||||
| 001 | 2017-10-01 | ||||
| 001 | 2016-10-01 | ||||
| 001 | 2015-10-01 | ROBERT F. JOHNSTON | 2017-04-07 | ||
| 001 | 2014-10-01 | ROBERT F. JOHNSTON | 2016-05-11 | ||
| 001 | 2013-10-01 | ROBERT F. JOHNSTON | 2015-04-06 | ||
| 001 | 2012-10-01 | ROBERT F. JOHNSTON | 2014-04-30 | ||
| 001 | 2011-10-01 | ROBERT F. JOHNSTON | 2013-01-30 | ||
| 001 | 2009-10-01 | ROBERT F. JOHNSTON |
| Measure | Date | Value |
|---|---|---|
| 2011 : BEACON HILL FINANCIAL CORPORATION PROFIT SHARING PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-09-30 | $22,592 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $3,088 |
| Total plan assets at end of year | 2011-09-30 | $831,561 |
| Total plan assets at beginning of year | 2011-09-30 | $812,057 |
| Value of fidelity bond covering the plan | 2011-09-30 | $125,000 |
| Other income received | 2011-09-30 | $22,592 |
| Net income (gross income less expenses) | 2011-09-30 | $19,504 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $831,561 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $812,057 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $3,088 |
| 2009: BEACON HILL FINANCIAL CORPORATION PROFIT SHARING PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
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