JOSEPH J. BLAKE & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN
401k plan membership statisitcs for JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN
Measure | Date | Value |
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2022: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 107 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 11 |
Total of all active and inactive participants | 2022-01-01 | 118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 118 |
Number of participants with account balances | 2022-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 103 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 100 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 10 |
Total of all active and inactive participants | 2021-01-01 | 111 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 111 |
Number of participants with account balances | 2021-01-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 110 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 10 |
Total of all active and inactive participants | 2020-01-01 | 103 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 103 |
Number of participants with account balances | 2020-01-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 12 |
Total of all active and inactive participants | 2019-01-01 | 110 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 110 |
Number of participants with account balances | 2019-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 110 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 94 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 13 |
Total of all active and inactive participants | 2018-01-01 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 108 |
Number of participants with account balances | 2018-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 102 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 93 |
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 | 17 |
Total of all active and inactive participants | 2017-01-01 | 110 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 110 |
Number of participants with account balances | 2017-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 85 |
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 | 17 |
Total of all active and inactive participants | 2016-01-01 | 102 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 102 |
Number of participants with account balances | 2016-01-01 | 73 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 86 |
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 | 12 |
Total of all active and inactive participants | 2015-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 98 |
Number of participants with account balances | 2015-01-01 | 71 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 103 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 87 |
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 | 11 |
Total of all active and inactive participants | 2014-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 98 |
Number of participants with account balances | 2014-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 93 |
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 | 10 |
Total of all active and inactive participants | 2013-01-01 | 103 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 103 |
Number of participants with account balances | 2013-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 84 |
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 | 12 |
Total of all active and inactive participants | 2012-01-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 96 |
Number of participants with account balances | 2012-01-01 | 65 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 70 |
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 | 12 |
Total of all active and inactive participants | 2011-01-01 | 82 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 82 |
Number of participants with account balances | 2011-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 95 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 81 |
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 | 10 |
Total of all active and inactive participants | 2009-01-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 91 |
Number of participants with account balances | 2009-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-3,584,643 |
Expenses. Total of all expenses incurred | 2022-12-31 | $440,277 |
Benefits paid (including direct rollovers) | 2022-12-31 | $437,923 |
Total plan assets at end of year | 2022-12-31 | $16,920,143 |
Total plan assets at beginning of year | 2022-12-31 | $20,945,063 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $895,605 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-4,480,248 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-4,024,920 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $16,920,143 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $20,945,063 |
Assets. Value of participant loans | 2022-12-31 | $69,874 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $74 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,280 |
2021 : JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $4,465,854 |
Expenses. Total of all expenses incurred | 2021-12-31 | $2,506,578 |
Benefits paid (including direct rollovers) | 2021-12-31 | $2,503,223 |
Total plan assets at end of year | 2021-12-31 | $20,945,063 |
Total plan assets at beginning of year | 2021-12-31 | $18,985,787 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $949,508 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $4,498 |
Other income received | 2021-12-31 | $3,511,848 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $1,959,276 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $20,945,063 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $18,985,787 |
Assets. Value of participant loans | 2021-12-31 | $109,931 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $3,355 |
2020 : JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $4,539,178 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,635,773 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,631,800 |
Total plan assets at end of year | 2020-12-31 | $18,985,787 |
Total plan assets at beginning of year | 2020-12-31 | $16,082,382 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $813,150 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $197,751 |
Other income received | 2020-12-31 | $3,528,277 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $2,903,405 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $18,985,787 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $16,082,382 |
Assets. Value of participant loans | 2020-12-31 | $104,076 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $3,973 |
2019 : JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2019 401k financial data |
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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 | $4,046,323 |
Expenses. Total of all expenses incurred | 2019-12-31 | $594,517 |
Benefits paid (including direct rollovers) | 2019-12-31 | $591,682 |
Total plan assets at end of year | 2019-12-31 | $16,082,382 |
Total plan assets at beginning of year | 2019-12-31 | $12,630,576 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $771,310 |
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 | $3,275,013 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $3,451,806 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $16,082,382 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,630,576 |
Assets. Value of participant loans | 2019-12-31 | $134,783 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,835 |
2018 : JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2018 401k financial data |
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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 | $32,677 |
Expenses. Total of all expenses incurred | 2018-12-31 | $319,188 |
Benefits paid (including direct rollovers) | 2018-12-31 | $317,975 |
Total plan assets at end of year | 2018-12-31 | $12,630,576 |
Total plan assets at beginning of year | 2018-12-31 | $12,917,087 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $736,235 |
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 | $-703,558 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-286,511 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $12,630,576 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,917,087 |
Assets. Value of participant loans | 2018-12-31 | $84,250 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,213 |
2017 : JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $2,724,106 |
Expenses. Total of all expenses incurred | 2017-12-31 | $362,174 |
Benefits paid (including direct rollovers) | 2017-12-31 | $361,714 |
Total plan assets at end of year | 2017-12-31 | $12,917,087 |
Total plan assets at beginning of year | 2017-12-31 | $10,555,155 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $668,581 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $10,441 |
Other income received | 2017-12-31 | $2,045,084 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $2,361,932 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $12,917,087 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,555,155 |
Assets. Value of participant loans | 2017-12-31 | $52,772 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $460 |
2016 : JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2016 401k financial data |
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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 | $1,260,524 |
Expenses. Total of all expenses incurred | 2016-12-31 | $910,293 |
Benefits paid (including direct rollovers) | 2016-12-31 | $909,942 |
Total plan assets at end of year | 2016-12-31 | $10,555,155 |
Total plan assets at beginning of year | 2016-12-31 | $10,204,924 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $640,642 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $14,380 |
Other income received | 2016-12-31 | $605,502 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $350,231 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $10,555,155 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,204,924 |
Assets. Value of participant loans | 2016-12-31 | $29,848 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
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 | $351 |
2015 : JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2015 401k financial data |
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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 | $739,150 |
Expenses. Total of all expenses incurred | 2015-12-31 | $48,635 |
Benefits paid (including direct rollovers) | 2015-12-31 | $48,260 |
Total plan assets at end of year | 2015-12-31 | $10,204,924 |
Total plan assets at beginning of year | 2015-12-31 | $9,514,409 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $636,656 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $102,494 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $690,515 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $10,204,924 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,514,409 |
Assets. Value of participant loans | 2015-12-31 | $40,692 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $375 |
2014 : JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2014 401k financial data |
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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 | $1,459,481 |
Expenses. Total of all expenses incurred | 2014-12-31 | $358,314 |
Benefits paid (including direct rollovers) | 2014-12-31 | $357,934 |
Total plan assets at end of year | 2014-12-31 | $9,514,409 |
Total plan assets at beginning of year | 2014-12-31 | $8,413,242 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $556,692 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $2,330 |
Other income received | 2014-12-31 | $900,459 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $1,101,167 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $9,514,409 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,413,242 |
Assets. Value of participant loans | 2014-12-31 | $42,248 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
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 | $380 |
2013 : JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT 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 income from all sources | 2013-12-31 | $2,054,838 |
Expenses. Total of all expenses incurred | 2013-12-31 | $568,488 |
Benefits paid (including direct rollovers) | 2013-12-31 | $567,888 |
Total plan assets at end of year | 2013-12-31 | $8,413,242 |
Total plan assets at beginning of year | 2013-12-31 | $6,926,892 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $527,942 |
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 | $1,526,896 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $1,486,350 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $8,413,242 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,926,892 |
Assets. Value of participant loans | 2013-12-31 | $100,988 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
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 | $600 |
2012 : JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $1,284,033 |
Expenses. Total of all expenses incurred | 2012-12-31 | $272,793 |
Benefits paid (including direct rollovers) | 2012-12-31 | $272,218 |
Total plan assets at end of year | 2012-12-31 | $6,926,892 |
Total plan assets at beginning of year | 2012-12-31 | $5,915,652 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $444,257 |
Other income received | 2012-12-31 | $839,776 |
Net income (gross income less expenses) | 2012-12-31 | $1,011,240 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $6,926,892 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,915,652 |
Assets. Value of participant loans | 2012-12-31 | $86,475 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $575 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $324,656 |
Expenses. Total of all expenses incurred | 2011-12-31 | $605,408 |
Benefits paid (including direct rollovers) | 2011-12-31 | $600,521 |
Total plan assets at end of year | 2011-12-31 | $5,915,652 |
Total plan assets at beginning of year | 2011-12-31 | $6,196,404 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $439,917 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $37,099 |
Other income received | 2011-12-31 | $-152,360 |
Net income (gross income less expenses) | 2011-12-31 | $-280,752 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,915,652 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,196,404 |
Assets. Value of participant loans | 2011-12-31 | $62,674 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $4,639 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $248 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $1,108,147 |
Expenses. Total of all expenses incurred | 2010-12-31 | $250,694 |
Benefits paid (including direct rollovers) | 2010-12-31 | $250,319 |
Total plan assets at end of year | 2010-12-31 | $6,196,404 |
Total plan assets at beginning of year | 2010-12-31 | $5,338,951 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $438,529 |
Other income received | 2010-12-31 | $669,618 |
Net income (gross income less expenses) | 2010-12-31 | $857,453 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6,196,404 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,338,951 |
Assets. Value of participant loans | 2010-12-31 | $66,758 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $375 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT 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 |
2022: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT 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: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT 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 – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT 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 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses |
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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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses |
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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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses |
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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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT 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 |
2012: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT 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 funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: JOSEPH J. BLAKE & ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
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 |