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 RETIREMENT PLAN
401k plan membership statisitcs for JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN
Measure | Date | Value |
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2022: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
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 | 2 |
Total of all active and inactive participants | 2022-01-01 | 6 |
Total participants | 2022-01-01 | 6 |
2021: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2021 401k membership |
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Market value of plan assets | 2021-10-31 | 17,749,010 |
Acturial value of plan assets | 2021-10-31 | 15,974,109 |
Funding target for retired participants and beneficiaries receiving payment | 2021-10-31 | 1,475,458 |
Number of terminated vested participants | 2021-10-31 | 1 |
Fundng target for terminated vested participants | 2021-10-31 | 2,082,864 |
Active participant vested funding target | 2021-10-31 | 8,108,882 |
Number of active participants | 2021-10-31 | 17 |
Total funding liabilities for active participants | 2021-10-31 | 8,160,203 |
Total participant count | 2021-10-31 | 23 |
Total funding target for all participants | 2021-10-31 | 11,718,525 |
Balance at beginning of prior year after applicable adjustments | 2021-10-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-10-31 | 588,468 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-10-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-10-31 | 0 |
Amount remaining of prefunding balance | 2021-10-31 | 588,468 |
Present value of excess contributions | 2021-10-31 | 374,221 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-10-31 | 394,429 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-10-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-10-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-10-31 | 0 |
Balance of carryovers at beginning of current year | 2021-10-31 | 0 |
Balance of prefunding at beginning of current year | 2021-10-31 | 684,329 |
Total employer contributions | 2021-10-31 | 400,000 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-10-31 | 376,596 |
Remaining amount of unpaid minimum required contributions | 2021-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-10-31 | 7,221 |
Net shortfall amortization installment of oustanding balance | 2021-10-31 | 0 |
Waiver amortization installment | 2021-10-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-10-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-10-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-10-31 | 376,596 |
Unpaid minimum required contributions for current year | 2021-10-31 | 0 |
Unpaid minimum required contributions for all years | 2021-10-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 24 |
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 | 4 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 24 |
Total participants | 2021-01-01 | 24 |
2020: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 17,182,897 |
Acturial value of plan assets | 2020-12-31 | 15,611,662 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 1,496,088 |
Number of terminated vested participants | 2020-12-31 | 0 |
Fundng target for terminated vested participants | 2020-12-31 | 0 |
Active participant vested funding target | 2020-12-31 | 10,891,118 |
Number of active participants | 2020-12-31 | 19 |
Total funding liabilities for active participants | 2020-12-31 | 10,973,103 |
Total participant count | 2020-12-31 | 24 |
Total funding target for all participants | 2020-12-31 | 12,469,191 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 468,041 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 468,041 |
Present value of excess contributions | 2020-12-31 | 663,684 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 700,651 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 588,468 |
Total employer contributions | 2020-12-31 | 400,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 374,221 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 8,466 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 374,221 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 23 |
2019: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 14,005,302 |
Acturial value of plan assets | 2019-12-31 | 13,829,873 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 1,521,261 |
Number of terminated vested participants | 2019-12-31 | 1 |
Fundng target for terminated vested participants | 2019-12-31 | 258,129 |
Active participant vested funding target | 2019-12-31 | 10,512,570 |
Number of active participants | 2019-12-31 | 18 |
Total funding liabilities for active participants | 2019-12-31 | 10,579,782 |
Total participant count | 2019-12-31 | 24 |
Total funding target for all participants | 2019-12-31 | 12,359,172 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 458,235 |
Amount remaining of prefunding balance | 2019-12-31 | 458,235 |
Present value of excess contributions | 2019-12-31 | 467,449 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 494,374 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 468,041 |
Total employer contributions | 2019-12-31 | 700,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 663,684 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 181,034 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 663,684 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 23 |
Total participants | 2019-01-01 | 23 |
2018: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 14,747,057 |
Acturial value of plan assets | 2018-12-31 | 13,548,135 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 1,547,406 |
Number of terminated vested participants | 2018-12-31 | 2 |
Fundng target for terminated vested participants | 2018-12-31 | 235,519 |
Active participant vested funding target | 2018-12-31 | 10,828,367 |
Number of active participants | 2018-12-31 | 18 |
Total funding liabilities for active participants | 2018-12-31 | 10,880,819 |
Total participant count | 2018-12-31 | 25 |
Total funding target for all participants | 2018-12-31 | 12,663,744 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 380,720 |
Amount remaining of prefunding balance | 2018-12-31 | 380,720 |
Present value of excess contributions | 2018-12-31 | 504,077 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 534,120 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 458,235 |
Total employer contributions | 2018-12-31 | 500,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 467,449 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 177,544 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 467,449 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 22 |
Total participants | 2018-01-01 | 22 |
2017: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 12,558,404 |
Acturial value of plan assets | 2017-12-31 | 12,645,074 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 694,121 |
Number of terminated vested participants | 2017-12-31 | 1 |
Fundng target for terminated vested participants | 2017-12-31 | 745,427 |
Active participant vested funding target | 2017-12-31 | 10,181,436 |
Number of active participants | 2017-12-31 | 19 |
Total funding liabilities for active participants | 2017-12-31 | 10,236,545 |
Total participant count | 2017-12-31 | 24 |
Total funding target for all participants | 2017-12-31 | 11,676,093 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 349,252 |
Amount remaining of prefunding balance | 2017-12-31 | 349,252 |
Present value of excess contributions | 2017-12-31 | 367,948 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 390,614 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 380,720 |
Total employer contributions | 2017-12-31 | 550,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 504,077 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 204,428 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 504,077 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 24 |
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 | 5 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 25 |
Total participants | 2017-01-01 | 25 |
2016: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 11,478,851 |
Acturial value of plan assets | 2016-12-31 | 11,934,031 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 704,473 |
Number of terminated vested participants | 2016-12-31 | 0 |
Fundng target for terminated vested participants | 2016-12-31 | 0 |
Active participant vested funding target | 2016-12-31 | 9,713,379 |
Number of active participants | 2016-12-31 | 21 |
Total funding liabilities for active participants | 2016-12-31 | 9,764,363 |
Total participant count | 2016-12-31 | 25 |
Total funding target for all participants | 2016-12-31 | 10,468,836 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 349,077 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 349,077 |
Present value of excess contributions | 2016-12-31 | 367,533 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 390,871 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 349,252 |
Total employer contributions | 2016-12-31 | 400,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 367,948 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 189,594 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 367,948 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 24 |
Total participants | 2016-01-01 | 24 |
2015: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 4 |
Total of all active and inactive participants | 2015-01-01 | 25 |
Total participants | 2015-01-01 | 25 |
2014: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 24 |
Total participants | 2013-01-01 | 24 |
2012: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 4 |
Total of all active and inactive participants | 2012-01-01 | 24 |
Total participants | 2012-01-01 | 24 |
2011: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 26 |
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 | 4 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 25 |
Total participants | 2011-01-01 | 25 |
2009: JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 26 |
Total participants | 2009-01-01 | 26 |
Measure | Date | Value |
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2022 : JOHN W. BRISTOL & CO. INC. EMPLOYEES RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-991,667 |
Expenses. Total of all expenses incurred | 2022-12-31 | $12,767,437 |
Benefits paid (including direct rollovers) | 2022-12-31 | $12,761,547 |
Total plan assets at end of year | 2022-12-31 | $1,700,708 |
Total plan assets at beginning of year | 2022-12-31 | $15,459,812 |
Value of fidelity bond covering the plan | 2022-12-31 | $2,000,000 |
Other income received | 2022-12-31 | $-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 |
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Total income from all sources | 2021-12-31 | $287,121 |
Expenses. Total of all expenses incurred | 2021-12-31 | $2,581,889 |
Benefits paid (including direct rollovers) | 2021-12-31 | $2,573,771 |
Total plan assets at end of year | 2021-12-31 | $15,459,812 |
Total plan assets at beginning of year | 2021-12-31 | $17,754,580 |
Value of fidelity bond covering the plan | 2021-12-31 | $2,000,000 |
Other income received | 2021-12-31 | $-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 |
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Total income from all sources | 2020-12-31 | $2,995,019 |
Expenses. Total of all expenses incurred | 2020-12-31 | $2,425,586 |
Benefits paid (including direct rollovers) | 2020-12-31 | $2,418,365 |
Total plan assets at end of year | 2020-12-31 | $17,754,580 |
Total plan assets at beginning of year | 2020-12-31 | $17,185,147 |
Value of fidelity bond covering the plan | 2020-12-31 | $2,000,000 |
Other income received | 2020-12-31 | $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 |
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Total income from all sources | 2019-12-31 | $4,165,042 |
Expenses. Total of all expenses incurred | 2019-12-31 | $990,822 |
Benefits paid (including direct rollovers) | 2019-12-31 | $982,356 |
Total plan assets at end of year | 2019-12-31 | $17,185,147 |
Total plan assets at beginning of year | 2019-12-31 | $14,010,927 |
Value of fidelity bond covering the plan | 2019-12-31 | $2,000,000 |
Other income received | 2019-12-31 | $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 |
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Total income from all sources | 2018-12-31 | $792,918 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,544,928 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,531,792 |
Total plan assets at end of year | 2018-12-31 | $14,010,927 |
Total plan assets at beginning of year | 2018-12-31 | $14,762,937 |
Value of fidelity bond covering the plan | 2018-12-31 | $2,000,000 |
Other income received | 2018-12-31 | $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 |
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Total income from all sources | 2017-12-31 | $2,995,168 |
Expenses. Total of all expenses incurred | 2017-12-31 | $800,025 |
Benefits paid (including direct rollovers) | 2017-12-31 | $785,278 |
Total plan assets at end of year | 2017-12-31 | $14,762,937 |
Total plan assets at beginning of year | 2017-12-31 | $12,567,794 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,850,000 |
Other income received | 2017-12-31 | $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 |
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Total income from all sources | 2016-12-31 | $1,406,471 |
Expenses. Total of all expenses incurred | 2016-12-31 | $326,658 |
Benefits paid (including direct rollovers) | 2016-12-31 | $322,605 |
Total plan assets at end of year | 2016-12-31 | $12,567,794 |
Total plan assets at beginning of year | 2016-12-31 | $11,487,981 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,850,000 |
Other income received | 2016-12-31 | $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 |
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Total income from all sources | 2015-12-31 | $406,287 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,127,322 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,121,839 |
Total plan assets at end of year | 2015-12-31 | $11,487,981 |
Total plan assets at beginning of year | 2015-12-31 | $12,209,016 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,850,000 |
Other income received | 2015-12-31 | $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 |
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Total income from all sources | 2014-12-31 | $1,374,243 |
Expenses. Total of all expenses incurred | 2014-12-31 | $265,865 |
Benefits paid (including direct rollovers) | 2014-12-31 | $260,825 |
Total plan assets at end of year | 2014-12-31 | $12,209,016 |
Total plan assets at beginning of year | 2014-12-31 | $11,100,638 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,850,000 |
Other income received | 2014-12-31 | $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 |
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Total income from all sources | 2013-12-31 | $2,466,678 |
Expenses. Total of all expenses incurred | 2013-12-31 | $335,276 |
Benefits paid (including direct rollovers) | 2013-12-31 | $331,166 |
Total plan assets at end of year | 2013-12-31 | $11,100,638 |
Total plan assets at beginning of year | 2013-12-31 | $8,969,236 |
Value of fidelity bond covering the plan | 2013-12-31 | $897,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $56 |
Other income received | 2013-12-31 | $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 |
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Total income from all sources | 2012-12-31 | $1,240,227 |
Expenses. Total of all expenses incurred | 2012-12-31 | $210,849 |
Benefits paid (including direct rollovers) | 2012-12-31 | $207,519 |
Total plan assets at end of year | 2012-12-31 | $8,969,236 |
Total plan assets at beginning of year | 2012-12-31 | $7,939,858 |
Value of fidelity bond covering the plan | 2012-12-31 | $897,000 |
Other income received | 2012-12-31 | $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 |
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Total income from all sources | 2011-12-31 | $598,593 |
Expenses. Total of all expenses incurred | 2011-12-31 | $356,785 |
Benefits paid (including direct rollovers) | 2011-12-31 | $353,681 |
Total plan assets at end of year | 2011-12-31 | $7,939,858 |
Total plan assets at beginning of year | 2011-12-31 | $7,698,050 |
Value of fidelity bond covering the plan | 2011-12-31 | $794,000 |
Other income received | 2011-12-31 | $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 |
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Total income from all sources | 2010-12-31 | $1,447,980 |
Expenses. Total of all expenses incurred | 2010-12-31 | $273,972 |
Benefits paid (including direct rollovers) | 2010-12-31 | $265,324 |
Total plan assets at end of year | 2010-12-31 | $7,698,050 |
Total plan assets at beginning of year | 2010-12-31 | $6,524,042 |
Value of fidelity bond covering the plan | 2010-12-31 | $770,000 |
Other income received | 2010-12-31 | $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 |