RICHARD BAUER & CO., INC. has sponsored the creation of one or more 401k plans.
Additional information about RICHARD BAUER & CO., INC.
Submission information for form 5500 for 401k plan RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
401k plan membership statisitcs for RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
| Measure | Date | Value |
|---|
| 2023: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 4 |
| Number of participants with account balances | 2023-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4 |
| 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 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 4 |
| Number of participants with account balances | 2022-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 4 |
| Number of participants with account balances | 2021-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4 |
| 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 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 4 |
| Number of participants with account balances | 2020-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 6 |
| Number of participants with account balances | 2019-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 6 |
| Number of participants with account balances | 2018-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
| 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 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 6 |
| Number of participants with account balances | 2017-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
| 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 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 6 |
| Number of participants with account balances | 2016-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
| 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 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 6 |
| Number of participants with account balances | 2015-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
| 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 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 7 |
| Number of participants with account balances | 2014-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
| 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 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 7 |
| Total participants | 2013-01-01 | 7 |
| Number of participants with account balances | 2013-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
| 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 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 7 |
| Number of participants with account balances | 2012-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
| 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 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 7 |
| Number of participants with account balances | 2011-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
| Total of all active and inactive participants | 2009-01-01 | 8 |
| Total participants | 2009-01-01 | 8 |
| Number of participants with account balances | 2009-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $573,624 |
| Total plan assets at beginning of year | 2023-12-31 | $573,624 |
| Value of fidelity bond covering the plan | 2023-12-31 | $165,440 |
| Net income (gross income less expenses) | 2023-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $573,624 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $573,624 |
| Assets. Value of employer securities | 2023-12-31 | $573,624 |
| 2022 : RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $573,624 |
| Total plan assets at beginning of year | 2022-12-31 | $573,624 |
| Value of fidelity bond covering the plan | 2022-12-31 | $165,440 |
| Net income (gross income less expenses) | 2022-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $573,624 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $573,624 |
| Assets. Value of employer securities | 2022-12-31 | $573,624 |
| 2021 : RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $348,058 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $573,624 |
| Total plan assets at beginning of year | 2021-12-31 | $225,566 |
| Value of fidelity bond covering the plan | 2021-12-31 | $165,440 |
| Other income received | 2021-12-31 | $348,058 |
| Net income (gross income less expenses) | 2021-12-31 | $348,058 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $573,624 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $225,566 |
| Assets. Value of employer securities | 2021-12-31 | $573,624 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $50,116 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $50,116 |
| Total plan assets at end of year | 2020-12-31 | $85,147 |
| Total plan assets at beginning of year | 2020-12-31 | $135,263 |
| Value of fidelity bond covering the plan | 2020-12-31 | $165,440 |
| Other income received | 2020-12-31 | $140,418 |
| Net income (gross income less expenses) | 2020-12-31 | $-50,116 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $85,147 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $135,263 |
| Assets. Value of employer securities | 2020-12-31 | $85,147 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $50,116 |
| 2019 : RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $-142,381 |
| Total plan assets at end of year | 2019-12-31 | $135,263 |
| Total plan assets at beginning of year | 2019-12-31 | $277,644 |
| Value of fidelity bond covering the plan | 2019-12-31 | $450,000 |
| Other income received | 2019-12-31 | $-142,381 |
| Net income (gross income less expenses) | 2019-12-31 | $-142,381 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $135,263 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $277,644 |
| Assets. Value of employer securities | 2019-12-31 | $135,263 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k financial data |
|---|
| Total plan assets at end of year | 2018-12-31 | $277,644 |
| Total plan assets at beginning of year | 2018-12-31 | $277,644 |
| Value of fidelity bond covering the plan | 2018-12-31 | $450,000 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $277,644 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $277,644 |
| Assets. Value of employer securities | 2018-12-31 | $277,644 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $277,644 |
| Total plan assets at beginning of year | 2017-12-31 | $277,644 |
| Value of fidelity bond covering the plan | 2017-12-31 | $450,000 |
| Net income (gross income less expenses) | 2017-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $277,644 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $277,644 |
| Assets. Value of employer securities | 2017-12-31 | $277,644 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $277,644 |
| Total plan assets at beginning of year | 2016-12-31 | $277,644 |
| Value of fidelity bond covering the plan | 2016-12-31 | $450,000 |
| Other income received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $277,644 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $277,644 |
| Assets. Value of employer securities | 2016-12-31 | $277,644 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-91,362 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $90,696 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $90,696 |
| Total plan assets at end of year | 2015-12-31 | $277,644 |
| Total plan assets at beginning of year | 2015-12-31 | $459,702 |
| Value of fidelity bond covering the plan | 2015-12-31 | $450,000 |
| Other income received | 2015-12-31 | $-91,362 |
| Net income (gross income less expenses) | 2015-12-31 | $-182,058 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $277,644 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $459,702 |
| Assets. Value of employer securities | 2015-12-31 | $277,644 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $-96,079 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $459,702 |
| Total plan assets at beginning of year | 2014-12-31 | $555,781 |
| Value of fidelity bond covering the plan | 2014-12-31 | $450,000 |
| Other income received | 2014-12-31 | $-96,079 |
| Net income (gross income less expenses) | 2014-12-31 | $-96,079 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $459,702 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $555,781 |
| Assets. Value of employer securities | 2014-12-31 | $459,702 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $59,125 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $555,781 |
| Total plan assets at beginning of year | 2013-12-31 | $496,656 |
| Value of fidelity bond covering the plan | 2013-12-31 | $450,000 |
| Other income received | 2013-12-31 | $59,125 |
| Net income (gross income less expenses) | 2013-12-31 | $59,125 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $555,781 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $496,656 |
| Assets. Value of employer securities | 2013-12-31 | $555,781 |
| 2012 : RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $-11,825 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $496,656 |
| Total plan assets at beginning of year | 2012-12-31 | $508,481 |
| Value of fidelity bond covering the plan | 2012-12-31 | $450,000 |
| Other income received | 2012-12-31 | $-11,825 |
| Net income (gross income less expenses) | 2012-12-31 | $-11,825 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $496,656 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $508,481 |
| Assets. Value of employer securities | 2012-12-31 | $496,656 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $20,694 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $135,530 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $135,530 |
| Total plan assets at end of year | 2011-12-31 | $508,481 |
| Total plan assets at beginning of year | 2011-12-31 | $623,317 |
| Value of fidelity bond covering the plan | 2011-12-31 | $450,000 |
| Other income received | 2011-12-31 | $20,694 |
| Net income (gross income less expenses) | 2011-12-31 | $-114,836 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $508,481 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $623,317 |
| Assets. Value of employer securities | 2011-12-31 | $508,481 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $13,222 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $623,317 |
| Total plan assets at beginning of year | 2010-12-31 | $610,095 |
| Value of fidelity bond covering the plan | 2010-12-31 | $450,000 |
| Other income received | 2010-12-31 | $13,222 |
| Net income (gross income less expenses) | 2010-12-31 | $13,222 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $623,317 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $610,095 |
| Assets. Value of employer securities | 2010-12-31 | $623,317 |
| 2023: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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 | This return/report is a short plan year return/report (less than 12 months) | 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: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 form 5500 responses |
|---|
| 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: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 form 5500 responses |
|---|
| 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: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 form 5500 responses |
|---|
| 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: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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 is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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: RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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 |
