M.R. BEAL & COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan M. R. BEAL & COMPANY 401(K) PLAN
| Measure | Date | Value |
|---|
| 2011 : M. R. BEAL & COMPANY 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $556,584 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $468,596 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $467,598 |
| Total plan assets at end of year | 2011-12-31 | $1,784,385 |
| Total plan assets at beginning of year | 2011-12-31 | $1,696,397 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $238,215 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $998 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $371,959 |
| Other income received | 2011-12-31 | $-53,590 |
| Net income (gross income less expenses) | 2011-12-31 | $87,988 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,784,385 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,696,397 |
| Assets. Value of participant loans | 2011-12-31 | $98,050 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-12-31 | $30,000 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2009 : M. R. BEAL & COMPANY 401(K) PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2011: M. R. BEAL & COMPANY 401(K) 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: M. R. BEAL & COMPANY 401(K) 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
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