JOHN W. BRISTOL & CO. INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN
401k plan membership statisitcs for JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 10 |
| Total of all active and inactive participants | 2022-01-01 | 33 |
| Total participants | 2022-01-01 | 33 |
| Number of participants with account balances | 2022-01-01 | 33 |
| 2021: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 3 |
| 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 | 32 |
| Total participants | 2021-01-01 | 32 |
| Number of participants with account balances | 2021-01-01 | 32 |
| 2020: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
| 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 | 32 |
| Total participants | 2020-01-01 | 32 |
| Number of participants with account balances | 2020-01-01 | 32 |
| 2019: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 8 |
| Total of all active and inactive participants | 2019-01-01 | 29 |
| Total participants | 2019-01-01 | 29 |
| Number of participants with account balances | 2019-01-01 | 29 |
| 2018: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 12 |
| Total of all active and inactive participants | 2018-01-01 | 30 |
| Total participants | 2018-01-01 | 30 |
| 2017: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 9 |
| Total of all active and inactive participants | 2017-01-01 | 27 |
| Total participants | 2017-01-01 | 27 |
| Number of participants with account balances | 2017-01-01 | 27 |
| 2016: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 4 |
| Total of all active and inactive participants | 2016-01-01 | 26 |
| Total participants | 2016-01-01 | 26 |
| Number of participants with account balances | 2016-01-01 | 26 |
| 2015: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 4 |
| Total of all active and inactive participants | 2015-01-01 | 26 |
| Total participants | 2015-01-01 | 26 |
| Number of participants with account balances | 2015-01-01 | 26 |
| 2014: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 26 |
| Total participants | 2014-01-01 | 26 |
| Number of participants with account balances | 2014-01-01 | 26 |
| 2013: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 26 |
| Total participants | 2013-01-01 | 26 |
| Number of participants with account balances | 2013-01-01 | 26 |
| 2012: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 24 |
| Total participants | 2012-01-01 | 24 |
| Number of participants with account balances | 2012-01-01 | 26 |
| 2011: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 24 |
| Total participants | 2011-01-01 | 24 |
| Number of participants with account balances | 2011-01-01 | 24 |
| 2009: JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 23 |
| Total participants | 2009-01-01 | 23 |
| Number of participants with account balances | 2009-01-01 | 24 |
| Measure | Date | Value |
|---|
| 2022 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-6,170,729 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $3,128,241 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $3,100,978 |
| Total plan assets at end of year | 2022-12-31 | $80,525,097 |
| Total plan assets at beginning of year | 2022-12-31 | $89,824,067 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $27,263 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $9,802,783 |
| Other income received | 2022-12-31 | $-16,926,643 |
| Net income (gross income less expenses) | 2022-12-31 | $-9,298,970 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $80,525,097 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $89,824,067 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $953,131 |
| 2021 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $15,503,084 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $4,789,354 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $4,770,168 |
| Total plan assets at end of year | 2021-12-31 | $89,824,067 |
| Total plan assets at beginning of year | 2021-12-31 | $79,110,337 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $19,186 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $34,440 |
| Other income received | 2021-12-31 | $14,584,294 |
| Net income (gross income less expenses) | 2021-12-31 | $10,713,730 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $89,824,067 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $79,110,337 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $884,350 |
| 2020 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $15,147,781 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $2,029,404 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $2,010,000 |
| Total plan assets at end of year | 2020-12-31 | $79,110,337 |
| Total plan assets at beginning of year | 2020-12-31 | $65,991,960 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $19,404 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $310,430 |
| Other income received | 2020-12-31 | $13,971,551 |
| Net income (gross income less expenses) | 2020-12-31 | $13,118,377 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $79,110,337 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $65,991,960 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $865,800 |
| 2019 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $15,844,977 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $2,357,302 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $2,335,697 |
| Total plan assets at end of year | 2019-12-31 | $65,991,960 |
| Total plan assets at beginning of year | 2019-12-31 | $52,504,285 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $21,605 |
| Other income received | 2019-12-31 | $15,134,555 |
| Net income (gross income less expenses) | 2019-12-31 | $13,487,675 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $65,991,960 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $52,504,285 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $710,422 |
| 2018 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $1,656,918 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,591,564 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,567,316 |
| Total plan assets at end of year | 2018-12-31 | $52,504,285 |
| Total plan assets at beginning of year | 2018-12-31 | $52,438,931 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $24,248 |
| Other income received | 2018-12-31 | $894,249 |
| Net income (gross income less expenses) | 2018-12-31 | $65,354 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $52,504,285 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $52,438,931 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $762,669 |
| 2017 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $10,728,082 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,745,068 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,726,043 |
| Total plan assets at end of year | 2017-12-31 | $52,438,931 |
| Total plan assets at beginning of year | 2017-12-31 | $43,455,917 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $19,025 |
| Other income received | 2017-12-31 | $9,996,718 |
| Net income (gross income less expenses) | 2017-12-31 | $8,983,014 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $52,438,931 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $43,455,917 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $731,364 |
| 2016 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $4,589,768 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $982,438 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $970,747 |
| Total plan assets at end of year | 2016-12-31 | $43,455,917 |
| Total plan assets at beginning of year | 2016-12-31 | $39,848,587 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $11,691 |
| Other income received | 2016-12-31 | $3,768,035 |
| Net income (gross income less expenses) | 2016-12-31 | $3,607,330 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $43,455,917 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $39,848,587 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $821,733 |
| 2015 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $822,071 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,825,580 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $2,807,253 |
| Total plan assets at end of year | 2015-12-31 | $39,848,587 |
| Total plan assets at beginning of year | 2015-12-31 | $41,852,096 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,850,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $18,327 |
| Other income received | 2015-12-31 | $-39,729 |
| Net income (gross income less expenses) | 2015-12-31 | $-2,003,509 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $39,848,587 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $41,852,096 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $861,800 |
| 2014 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $4,280,464 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $791,001 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $774,325 |
| Total plan assets at end of year | 2014-12-31 | $41,852,096 |
| Total plan assets at beginning of year | 2014-12-31 | $38,362,633 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,850,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $16,676 |
| Other income received | 2014-12-31 | $3,436,870 |
| Net income (gross income less expenses) | 2014-12-31 | $3,489,463 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $41,852,096 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $38,362,633 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $843,594 |
| 2013 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $8,234,553 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $603,086 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $589,199 |
| Total plan assets at end of year | 2013-12-31 | $38,362,633 |
| Total plan assets at beginning of year | 2013-12-31 | $30,731,166 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,850,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $13,887 |
| Other income received | 2013-12-31 | $7,405,584 |
| Net income (gross income less expenses) | 2013-12-31 | $7,631,467 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $38,362,633 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $30,731,166 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $828,969 |
| 2012 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $3,678,208 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $532,968 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $521,537 |
| Total plan assets at end of year | 2012-12-31 | $30,731,166 |
| Total plan assets at beginning of year | 2012-12-31 | $27,585,926 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,850,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $11,431 |
| Other income received | 2012-12-31 | $2,873,108 |
| Net income (gross income less expenses) | 2012-12-31 | $3,145,240 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $30,731,166 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $27,585,926 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $805,100 |
| 2011 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $1,542,169 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $915,601 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $904,638 |
| Total plan assets at end of year | 2011-12-31 | $27,585,926 |
| Total plan assets at beginning of year | 2011-12-31 | $26,959,358 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,056,000 |
| Other income received | 2011-12-31 | $705,819 |
| Net income (gross income less expenses) | 2011-12-31 | $626,568 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $27,585,926 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $26,959,358 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $836,350 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $10,963 |
| 2010 : JOHN W. BRISTOL & CO. INC. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $3,729,953 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $528,234 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $518,568 |
| Total plan assets at end of year | 2010-12-31 | $26,959,358 |
| Total plan assets at beginning of year | 2010-12-31 | $23,757,639 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,080,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $69,674 |
| Other income received | 2010-12-31 | $2,824,830 |
| Net income (gross income less expenses) | 2010-12-31 | $3,201,719 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $26,959,358 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $23,757,639 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $835,449 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $9,666 |
