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JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameJOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN
Plan identification number 002

JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.

401k Sponsoring company profile

JOHN W. BRISTOL & CO. INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN W. BRISTOL & CO. INC.
Employer identification number (EIN):132944656
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01ROBERT F. COVIELLO ROBERT F. COVIELLO2018-10-08
0022016-01-01ROBERT F. COVIELLO ROBERT F. COVIELLO2017-10-13
0022015-01-01ROBERT F. COVIELLO ROBERT F. COVIELLO2016-10-10
0022014-01-01ROBERT F. COVIELLO ROBERT F. COVIELLO2015-10-14
0022013-01-01ROBERT F. COVIELLO ROBERT F. COVIELLO2014-10-15
0022012-01-01ROBERT F. COVIELLO ROBERT F. COVIELLO2013-10-15
0022011-01-01ROBERT F. COVIELLO ROBERT F. COVIELLO2012-10-12
0022009-01-01ROBERT F. COVIELLO ROBERT F. COVIELLO2010-10-15

Plan Statistics for JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0124
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-016
Total participants2022-01-016
2021: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-10-3117,749,010
Acturial value of plan assets2021-10-3115,974,109
Funding target for retired participants and beneficiaries receiving payment2021-10-311,475,458
Number of terminated vested participants2021-10-311
Fundng target for terminated vested participants2021-10-312,082,864
Active participant vested funding target2021-10-318,108,882
Number of active participants2021-10-3117
Total funding liabilities for active participants2021-10-318,160,203
Total participant count2021-10-3123
Total funding target for all participants2021-10-3111,718,525
Balance at beginning of prior year after applicable adjustments2021-10-310
Prefunding balance at beginning of prior year after applicable adjustments2021-10-31588,468
Carryover balanced portion elected for use to offset prior years funding requirement2021-10-310
Prefunding balanced used to offset prior years funding requirement2021-10-310
Amount remaining of prefunding balance2021-10-31588,468
Present value of excess contributions2021-10-31374,221
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-10-31394,429
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-10-310
Reductions in caryover balances due to elections or deemed elections2021-10-310
Reductions in prefunding balances due to elections or deemed elections2021-10-310
Balance of carryovers at beginning of current year2021-10-310
Balance of prefunding at beginning of current year2021-10-31684,329
Total employer contributions2021-10-31400,000
Contributions allocated toward unpaid minimum require contributions from prior years2021-10-310
Contributions made to avoid restrictions adjusted to valuation date2021-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-10-31376,596
Remaining amount of unpaid minimum required contributions2021-10-310
Minimum required contributions for current year target normal cost2021-10-317,221
Net shortfall amortization installment of oustanding balance2021-10-310
Waiver amortization installment2021-10-310
Carryover balance elected to use to offset funding requirement2021-10-310
Prefunding balance elected to use to offset funding requirement2021-10-310
Contributions allocatedtoward minimum required contributions for current year2021-10-31376,596
Unpaid minimum required contributions for current year2021-10-310
Unpaid minimum required contributions for all years2021-10-310
Total participants, beginning-of-year2021-01-0124
Total number of active participants reported on line 7a of the Form 55002021-01-0119
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-0124
Total participants2021-01-0124
2020: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-3117,182,897
Acturial value of plan assets2020-12-3115,611,662
Funding target for retired participants and beneficiaries receiving payment2020-12-311,496,088
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-3110,891,118
Number of active participants2020-12-3119
Total funding liabilities for active participants2020-12-3110,973,103
Total participant count2020-12-3124
Total funding target for all participants2020-12-3112,469,191
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31468,041
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of prefunding balance2020-12-31468,041
Present value of excess contributions2020-12-31663,684
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31700,651
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31588,468
Total employer contributions2020-12-31400,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31374,221
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-318,466
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31374,221
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0123
Total number of active participants reported on line 7a of the Form 55002020-01-0117
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0123
2019: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-3114,005,302
Acturial value of plan assets2019-12-3113,829,873
Funding target for retired participants and beneficiaries receiving payment2019-12-311,521,261
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-31258,129
Active participant vested funding target2019-12-3110,512,570
Number of active participants2019-12-3118
Total funding liabilities for active participants2019-12-3110,579,782
Total participant count2019-12-3124
Total funding target for all participants2019-12-3112,359,172
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31458,235
Amount remaining of prefunding balance2019-12-31458,235
Present value of excess contributions2019-12-31467,449
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31494,374
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31468,041
Total employer contributions2019-12-31700,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31663,684
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31181,034
Contributions allocatedtoward minimum required contributions for current year2019-12-31663,684
Unpaid minimum required contributions for current year2019-12-310
Total participants, beginning-of-year2019-01-0124
Total number of active participants reported on line 7a of the Form 55002019-01-0118
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0123
Total participants2019-01-0123
2018: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-3114,747,057
Acturial value of plan assets2018-12-3113,548,135
Funding target for retired participants and beneficiaries receiving payment2018-12-311,547,406
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-31235,519
Active participant vested funding target2018-12-3110,828,367
Number of active participants2018-12-3118
Total funding liabilities for active participants2018-12-3110,880,819
Total participant count2018-12-3125
Total funding target for all participants2018-12-3112,663,744
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31380,720
Amount remaining of prefunding balance2018-12-31380,720
Present value of excess contributions2018-12-31504,077
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31534,120
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31458,235
Total employer contributions2018-12-31500,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31467,449
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31177,544
Contributions allocatedtoward minimum required contributions for current year2018-12-31467,449
Unpaid minimum required contributions for current year2018-12-310
Total participants, beginning-of-year2018-01-0125
Total number of active participants reported on line 7a of the Form 55002018-01-0116
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0122
Total participants2018-01-0122
2017: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3112,558,404
Acturial value of plan assets2017-12-3112,645,074
Funding target for retired participants and beneficiaries receiving payment2017-12-31694,121
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-31745,427
Active participant vested funding target2017-12-3110,181,436
Number of active participants2017-12-3119
Total funding liabilities for active participants2017-12-3110,236,545
Total participant count2017-12-3124
Total funding target for all participants2017-12-3111,676,093
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31349,252
Amount remaining of prefunding balance2017-12-31349,252
Present value of excess contributions2017-12-31367,948
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31390,614
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31380,720
Total employer contributions2017-12-31550,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31504,077
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31204,428
Contributions allocatedtoward minimum required contributions for current year2017-12-31504,077
Unpaid minimum required contributions for current year2017-12-310
Total participants, beginning-of-year2017-01-0124
Total number of active participants reported on line 7a of the Form 55002017-01-0118
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0125
Total participants2017-01-0125
2016: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3111,478,851
Acturial value of plan assets2016-12-3111,934,031
Funding target for retired participants and beneficiaries receiving payment2016-12-31704,473
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-319,713,379
Number of active participants2016-12-3121
Total funding liabilities for active participants2016-12-319,764,363
Total participant count2016-12-3125
Total funding target for all participants2016-12-3110,468,836
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31349,077
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of prefunding balance2016-12-31349,077
Present value of excess contributions2016-12-31367,533
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31390,871
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31349,252
Total employer contributions2016-12-31400,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31367,948
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31189,594
Contributions allocatedtoward minimum required contributions for current year2016-12-31367,948
Unpaid minimum required contributions for current year2016-12-310
Total participants, beginning-of-year2016-01-0125
Total number of active participants reported on line 7a of the Form 55002016-01-0119
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0124
Total participants2016-01-0124
2015: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0127
Total number of active participants reported on line 7a of the Form 55002015-01-0121
Number of retired or separated participants receiving benefits2015-01-014
Total of all active and inactive participants2015-01-0125
Total participants2015-01-0125
2014: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0124
Total number of active participants reported on line 7a of the Form 55002014-01-0120
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0124
Total number of active participants reported on line 7a of the Form 55002013-01-0120
Number of retired or separated participants receiving benefits2013-01-014
Total of all active and inactive participants2013-01-0124
Total participants2013-01-0124
2012: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0125
Total number of active participants reported on line 7a of the Form 55002012-01-0120
Number of retired or separated participants receiving benefits2012-01-014
Total of all active and inactive participants2012-01-0124
Total participants2012-01-0124
2011: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0126
Total number of active participants reported on line 7a of the Form 55002011-01-0121
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0125
Total participants2011-01-0125
2009: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0127
Total number of active participants reported on line 7a of the Form 55002009-01-0122
Number of retired or separated participants receiving benefits2009-01-014
Total of all active and inactive participants2009-01-0126
Total participants2009-01-0126

Financial Data on JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022 : JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-991,667
Expenses. Total of all expenses incurred2022-12-31$12,767,437
Benefits paid (including direct rollovers)2022-12-31$12,761,547
Total plan assets at end of year2022-12-31$1,700,708
Total plan assets at beginning of year2022-12-31$15,459,812
Value of fidelity bond covering the plan2022-12-31$2,000,000
Other income received2022-12-31$-991,667
Net income (gross income less expenses)2022-12-31$-13,759,104
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,700,708
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$15,459,812
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$5,890
2021 : JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$287,121
Expenses. Total of all expenses incurred2021-12-31$2,581,889
Benefits paid (including direct rollovers)2021-12-31$2,573,771
Total plan assets at end of year2021-12-31$15,459,812
Total plan assets at beginning of year2021-12-31$17,754,580
Value of fidelity bond covering the plan2021-12-31$2,000,000
Other income received2021-12-31$-112,879
Net income (gross income less expenses)2021-12-31$-2,294,768
Net plan assets at end of year (total assets less liabilities)2021-12-31$15,459,812
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$17,754,580
Total contributions received or receivable from employer(s)2021-12-31$400,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$8,118
2020 : JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$2,995,019
Expenses. Total of all expenses incurred2020-12-31$2,425,586
Benefits paid (including direct rollovers)2020-12-31$2,418,365
Total plan assets at end of year2020-12-31$17,754,580
Total plan assets at beginning of year2020-12-31$17,185,147
Value of fidelity bond covering the plan2020-12-31$2,000,000
Other income received2020-12-31$2,595,019
Net income (gross income less expenses)2020-12-31$569,433
Net plan assets at end of year (total assets less liabilities)2020-12-31$17,754,580
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$17,185,147
Total contributions received or receivable from employer(s)2020-12-31$400,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$7,221
2019 : JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$4,165,042
Expenses. Total of all expenses incurred2019-12-31$990,822
Benefits paid (including direct rollovers)2019-12-31$982,356
Total plan assets at end of year2019-12-31$17,185,147
Total plan assets at beginning of year2019-12-31$14,010,927
Value of fidelity bond covering the plan2019-12-31$2,000,000
Other income received2019-12-31$3,465,042
Net income (gross income less expenses)2019-12-31$3,174,220
Net plan assets at end of year (total assets less liabilities)2019-12-31$17,185,147
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$14,010,927
Total contributions received or receivable from employer(s)2019-12-31$700,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$8,466
2018 : JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$792,918
Expenses. Total of all expenses incurred2018-12-31$1,544,928
Benefits paid (including direct rollovers)2018-12-31$1,531,792
Total plan assets at end of year2018-12-31$14,010,927
Total plan assets at beginning of year2018-12-31$14,762,937
Value of fidelity bond covering the plan2018-12-31$2,000,000
Other income received2018-12-31$292,918
Net income (gross income less expenses)2018-12-31$-752,010
Net plan assets at end of year (total assets less liabilities)2018-12-31$14,010,927
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$14,762,937
Total contributions received or receivable from employer(s)2018-12-31$500,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$13,136
2017 : JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$2,995,168
Expenses. Total of all expenses incurred2017-12-31$800,025
Benefits paid (including direct rollovers)2017-12-31$785,278
Total plan assets at end of year2017-12-31$14,762,937
Total plan assets at beginning of year2017-12-31$12,567,794
Value of fidelity bond covering the plan2017-12-31$1,850,000
Other income received2017-12-31$2,445,168
Net income (gross income less expenses)2017-12-31$2,195,143
Net plan assets at end of year (total assets less liabilities)2017-12-31$14,762,937
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$12,567,794
Total contributions received or receivable from employer(s)2017-12-31$550,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$14,747
2016 : JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,406,471
Expenses. Total of all expenses incurred2016-12-31$326,658
Benefits paid (including direct rollovers)2016-12-31$322,605
Total plan assets at end of year2016-12-31$12,567,794
Total plan assets at beginning of year2016-12-31$11,487,981
Value of fidelity bond covering the plan2016-12-31$1,850,000
Other income received2016-12-31$1,006,467
Net income (gross income less expenses)2016-12-31$1,079,813
Net plan assets at end of year (total assets less liabilities)2016-12-31$12,567,794
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$11,487,981
Total contributions received or receivable from employer(s)2016-12-31$400,004
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,053
2015 : JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$406,287
Expenses. Total of all expenses incurred2015-12-31$1,127,322
Benefits paid (including direct rollovers)2015-12-31$1,121,839
Total plan assets at end of year2015-12-31$11,487,981
Total plan assets at beginning of year2015-12-31$12,209,016
Value of fidelity bond covering the plan2015-12-31$1,850,000
Other income received2015-12-31$6,287
Net income (gross income less expenses)2015-12-31$-721,035
Net plan assets at end of year (total assets less liabilities)2015-12-31$11,487,981
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$12,209,016
Total contributions received or receivable from employer(s)2015-12-31$400,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,483
2014 : JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,374,243
Expenses. Total of all expenses incurred2014-12-31$265,865
Benefits paid (including direct rollovers)2014-12-31$260,825
Total plan assets at end of year2014-12-31$12,209,016
Total plan assets at beginning of year2014-12-31$11,100,638
Value of fidelity bond covering the plan2014-12-31$1,850,000
Other income received2014-12-31$974,243
Net income (gross income less expenses)2014-12-31$1,108,378
Net plan assets at end of year (total assets less liabilities)2014-12-31$12,209,016
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$11,100,638
Total contributions received or receivable from employer(s)2014-12-31$400,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,040
2013 : JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$2,466,678
Expenses. Total of all expenses incurred2013-12-31$335,276
Benefits paid (including direct rollovers)2013-12-31$331,166
Total plan assets at end of year2013-12-31$11,100,638
Total plan assets at beginning of year2013-12-31$8,969,236
Value of fidelity bond covering the plan2013-12-31$897,000
Expenses. Other expenses not covered elsewhere2013-12-31$56
Other income received2013-12-31$2,066,678
Net income (gross income less expenses)2013-12-31$2,131,402
Net plan assets at end of year (total assets less liabilities)2013-12-31$11,100,638
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$8,969,236
Total contributions received or receivable from employer(s)2013-12-31$400,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,054
2012 : JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,240,227
Expenses. Total of all expenses incurred2012-12-31$210,849
Benefits paid (including direct rollovers)2012-12-31$207,519
Total plan assets at end of year2012-12-31$8,969,236
Total plan assets at beginning of year2012-12-31$7,939,858
Value of fidelity bond covering the plan2012-12-31$897,000
Other income received2012-12-31$840,227
Net income (gross income less expenses)2012-12-31$1,029,378
Net plan assets at end of year (total assets less liabilities)2012-12-31$8,969,236
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$7,939,858
Total contributions received or receivable from employer(s)2012-12-31$400,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,330
2011 : JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$598,593
Expenses. Total of all expenses incurred2011-12-31$356,785
Benefits paid (including direct rollovers)2011-12-31$353,681
Total plan assets at end of year2011-12-31$7,939,858
Total plan assets at beginning of year2011-12-31$7,698,050
Value of fidelity bond covering the plan2011-12-31$794,000
Other income received2011-12-31$198,593
Net income (gross income less expenses)2011-12-31$241,808
Net plan assets at end of year (total assets less liabilities)2011-12-31$7,939,858
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$7,698,050
Total contributions received or receivable from employer(s)2011-12-31$400,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,104
2010 : JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,447,980
Expenses. Total of all expenses incurred2010-12-31$273,972
Benefits paid (including direct rollovers)2010-12-31$265,324
Total plan assets at end of year2010-12-31$7,698,050
Total plan assets at beginning of year2010-12-31$6,524,042
Value of fidelity bond covering the plan2010-12-31$770,000
Other income received2010-12-31$847,980
Net income (gross income less expenses)2010-12-31$1,174,008
Net plan assets at end of year (total assets less liabilities)2010-12-31$7,698,050
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,524,042
Total contributions received or receivable from employer(s)2010-12-31$600,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$8,648

Form 5500 Responses for JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN

2022: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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