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BELL & SPINA 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameBELL & SPINA 401K PROFIT SHARING PLAN
Plan identification number 001

BELL & SPINA 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BELL & SPINA PC has sponsored the creation of one or more 401k plans.

Company Name:BELL & SPINA PC
Employer identification number (EIN):161351022
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELL & SPINA 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01DOUGLAS ARENA2023-09-21 DOUGLAS ARENA2023-09-21
0012021-01-01DENNIS SPINA2022-07-19
0012020-01-01DENNIS C SPINA2021-07-22
0012019-01-01DENNIS SPINA2020-07-21
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JOANNE BILOFSKY
0012011-01-01JOANNE BILOFSKY

Plan Statistics for BELL & SPINA 401K PROFIT SHARING PLAN

401k plan membership statisitcs for BELL & SPINA 401K PROFIT SHARING PLAN

Measure Date Value
2025: BELL & SPINA 401K PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-2427
Total number of particpants at end of year2025-06-2433
Number of Participants With Account Balances2025-06-2424
2024: BELL & SPINA 401K PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-2321
Total number of particpants at end of year2024-09-2321
Number of Participants With Account Balances2024-09-2321
2022: BELL & SPINA 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0127
Total number of active participants reported on line 7a of the Form 55002022-01-0123
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0125
Number of participants with account balances2022-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BELL & SPINA 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0124
Total number of active participants reported on line 7a of the Form 55002021-01-0124
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0126
Number of participants with account balances2021-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BELL & SPINA 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0127
Total number of active participants reported on line 7a of the Form 55002020-01-0127
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0129
Number of participants with account balances2020-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BELL & SPINA 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0128
Total number of active participants reported on line 7a of the Form 55002019-01-0126
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0128
Number of participants with account balances2019-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: BELL & SPINA 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0121
Total number of active participants reported on line 7a of the Form 55002017-01-0117
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0121
Number of participants with account balances2017-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BELL & SPINA 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0115
Total number of active participants reported on line 7a of the Form 55002016-01-0113
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0115
Number of participants with account balances2016-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BELL & SPINA 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0113
Total number of active participants reported on line 7a of the Form 55002015-01-0112
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0113
Number of participants with account balances2015-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BELL & SPINA 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0116
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0113
Number of participants with account balances2014-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BELL & SPINA 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0115
Total number of active participants reported on line 7a of the Form 55002013-01-0115
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0116
Number of participants with account balances2013-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BELL & SPINA 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0115
Number of participants with account balances2012-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BELL & SPINA 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on BELL & SPINA 401K PROFIT SHARING PLAN

Measure Date Value
2025 : BELL & SPINA 401K PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-24192448
Net assets as of the end of the plan year2025-06-243758134
Total assets as of the beginning of the plan year2025-06-243296610
Value of plan covered by a fidelity bond2025-06-24180000
Participant contributions to plan in this plan year2025-06-24142269
Other expenses paid from plan in this plan year2025-06-24200
Other income to plan in this plan year2025-06-24454962
Plan net income in this plan year2025-06-24461524
Net assets as of the end of the plan year2025-06-243758134
Net assets as of the beginning of the plan year2025-06-243296610
Employer contributions to plan in this plan year2025-06-2456741
Fees paid to broker by Benefit Provider2025-06-2416862
2024 : BELL & SPINA 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-230
Net assets as of the end of the plan year2024-09-233296610
Total assets as of the beginning of the plan year2024-09-232481813
Value of plan covered by a fidelity bond2024-09-23180000
Participant contributions to plan in this plan year2024-09-23163466
Value of participant loans at end of plan year2024-09-231214
Other contributions to plan in this plan year2024-09-23126268
Other income to plan in this plan year2024-09-23467605
Plan net income in this plan year2024-09-23814797
Net assets as of the end of the plan year2024-09-233296610
Net assets as of the beginning of the plan year2024-09-232481813
Employer contributions to plan in this plan year2024-09-2357458
Fees paid to broker by Benefit Provider2024-09-2311171
2022 : BELL & SPINA 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-255,015
Expenses. Total of all expenses incurred2022-12-31$0
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$2,481,813
Total plan assets at beginning of year2022-12-31$2,736,828
Value of fidelity bond covering the plan2022-12-31$180,000
Total contributions received or receivable from participants2022-12-31$159,118
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$6,706
Other income received2022-12-31$-483,035
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-255,015
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,481,813
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,736,828
Assets. Value of participant loans2022-12-31$2,196
Total contributions received or receivable from employer(s)2022-12-31$62,196
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : BELL & SPINA 401K PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$480,028
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$2,736,828
Total plan assets at beginning of year2021-12-31$2,256,800
Value of fidelity bond covering the plan2021-12-31$180,000
Total contributions received or receivable from participants2021-12-31$124,518
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$301,088
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$480,028
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,736,828
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,256,800
Assets. Value of participant loans2021-12-31$3,078
Total contributions received or receivable from employer(s)2021-12-31$54,422
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : BELL & SPINA 401K PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$472,182
Expenses. Total of all expenses incurred2020-12-31$480,223
Benefits paid (including direct rollovers)2020-12-31$480,023
Total plan assets at end of year2020-12-31$2,256,800
Total plan assets at beginning of year2020-12-31$2,264,841
Value of fidelity bond covering the plan2020-12-31$180,000
Total contributions received or receivable from participants2020-12-31$100,211
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$39,700
Other income received2020-12-31$278,903
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-8,041
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,256,800
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,264,841
Assets. Value of participant loans2020-12-31$3,902
Total contributions received or receivable from employer(s)2020-12-31$53,368
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : BELL & SPINA 401K PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$548,324
Expenses. Total of all expenses incurred2019-12-31$7,651
Benefits paid (including direct rollovers)2019-12-31$7,601
Total plan assets at end of year2019-12-31$2,264,841
Total plan assets at beginning of year2019-12-31$1,724,168
Value of fidelity bond covering the plan2019-12-31$180,000
Total contributions received or receivable from participants2019-12-31$123,714
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$364,453
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$540,673
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,264,841
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,724,168
Total contributions received or receivable from employer(s)2019-12-31$60,157
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$50
2018 : BELL & SPINA 401K PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$39,346
Expenses. Total of all expenses incurred2018-12-31$152,608
Benefits paid (including direct rollovers)2018-12-31$152,508
Total plan assets at end of year2018-12-31$1,724,168
Total plan assets at beginning of year2018-12-31$1,837,430
Value of fidelity bond covering the plan2018-12-31$180,000
Total contributions received or receivable from participants2018-12-31$108,656
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-122,352
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-113,262
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,724,168
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,837,430
Total contributions received or receivable from employer(s)2018-12-31$53,042
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$100
2017 : BELL & SPINA 401K PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$389,725
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,837,430
Total plan assets at beginning of year2017-12-31$1,447,705
Value of fidelity bond covering the plan2017-12-31$180,000
Total contributions received or receivable from participants2017-12-31$96,076
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$250,077
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$389,725
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,837,430
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,447,705
Total contributions received or receivable from employer(s)2017-12-31$43,572
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : BELL & SPINA 401K PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$226,452
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,447,705
Total plan assets at beginning of year2016-12-31$1,221,253
Value of fidelity bond covering the plan2016-12-31$130,000
Total contributions received or receivable from participants2016-12-31$97,515
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$91,148
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$226,452
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,447,705
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,221,253
Total contributions received or receivable from employer(s)2016-12-31$37,789
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : BELL & SPINA 401K PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$101,411
Expenses. Total of all expenses incurred2015-12-31$10,321
Benefits paid (including direct rollovers)2015-12-31$9,164
Total plan assets at end of year2015-12-31$1,221,253
Total plan assets at beginning of year2015-12-31$1,130,163
Value of fidelity bond covering the plan2015-12-31$130,000
Assets. Value of tangible personal property2015-12-31$0
Total contributions received or receivable from participants2015-12-31$90,384
Assets. Value of loans (other than to participants)2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-22,922
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$91,090
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,221,253
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,130,163
Assets. Value of participant loans2015-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2015-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2015-12-31$0
Assets. Value of assets in partnership/joint-venture interests2015-12-31$0
Assets. Value of real-estate (other than employer real property)2015-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Assets. Value of employer securities2015-12-31$0
Assets. Value of employer real property2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$33,949
Value of certain deemed distributions of participant loans2015-12-31$1,057
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BELL & SPINA 401K PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$182,065
Expenses. Total of all expenses incurred2014-12-31$69,836
Benefits paid (including direct rollovers)2014-12-31$69,736
Total plan assets at end of year2014-12-31$1,130,163
Total plan assets at beginning of year2014-12-31$1,017,934
Value of fidelity bond covering the plan2014-12-31$130,000
Assets. Value of tangible personal property2014-12-31$0
Total contributions received or receivable from participants2014-12-31$86,177
Assets. Value of loans (other than to participants)2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$58,175
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$112,229
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,130,163
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,017,934
Assets. Value of participant loans2014-12-31$1,057
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2014-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2014-12-31$0
Assets. Value of assets in partnership/joint-venture interests2014-12-31$0
Assets. Value of real-estate (other than employer real property)2014-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Assets. Value of employer securities2014-12-31$0
Assets. Value of employer real property2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$37,713
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : BELL & SPINA 401K PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$295,619
Expenses. Total of all expenses incurred2013-12-31$50
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,017,934
Total plan assets at beginning of year2013-12-31$722,365
Value of fidelity bond covering the plan2013-12-31$100,000
Assets. Value of tangible personal property2013-12-31$0
Total contributions received or receivable from participants2013-12-31$83,940
Assets. Value of loans (other than to participants)2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$11,200
Other income received2013-12-31$160,480
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$295,569
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,017,934
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$722,365
Assets. Value of participant loans2013-12-31$1,299
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2013-12-31$0
Assets. Value of assets in partnership/joint-venture interests2013-12-31$0
Assets. Value of real-estate (other than employer real property)2013-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Assets. Value of employer securities2013-12-31$0
Assets. Value of employer real property2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$39,999
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$50
2012 : BELL & SPINA 401K PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$188,223
Expenses. Total of all expenses incurred2012-12-31$85
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$722,365
Total plan assets at beginning of year2012-12-31$534,227
Value of fidelity bond covering the plan2012-12-31$50,000
Assets. Value of tangible personal property2012-12-31$0
Total contributions received or receivable from participants2012-12-31$74,570
Assets. Value of loans (other than to participants)2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$78,484
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$188,138
Net plan assets at end of year (total assets less liabilities)2012-12-31$722,365
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$534,227
Assets. Value of participant loans2012-12-31$1,588
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2012-12-31$0
Assets. Value of assets in partnership/joint-venture interests2012-12-31$0
Assets. Value of real-estate (other than employer real property)2012-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$0
Assets. Value of employer securities2012-12-31$0
Assets. Value of employer real property2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$35,169
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$85
2011 : BELL & SPINA 401K PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$127,351
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$528,422
Total plan assets at beginning of year2011-12-31$401,071
Value of fidelity bond covering the plan2011-12-31$50,000
Assets. Value of tangible personal property2011-12-31$0
Total contributions received or receivable from participants2011-12-31$68,703
Assets. Value of loans (other than to participants)2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$44,243
Other income received2011-12-31$-15,906
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$127,351
Net plan assets at end of year (total assets less liabilities)2011-12-31$528,422
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$401,071
Assets. Value of participant loans2011-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2011-12-31$0
Assets. Value of assets in partnership/joint-venture interests2011-12-31$0
Assets. Value of real-estate (other than employer real property)2011-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$0
Assets. Value of employer securities2011-12-31$0
Assets. Value of employer real property2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$30,311
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : BELL & SPINA 401K PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$401,071
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$401,071
Total plan assets at beginning of year2010-12-31$0
Value of fidelity bond covering the plan2010-12-31$25,000
Assets. Value of tangible personal property2010-12-31$0
Total contributions received or receivable from participants2010-12-31$63,077
Assets. Value of loans (other than to participants)2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$298,038
Other income received2010-12-31$19,930
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$401,071
Net plan assets at end of year (total assets less liabilities)2010-12-31$401,071
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Assets. Value of participant loans2010-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2010-12-31$0
Assets. Value of assets in partnership/joint-venture interests2010-12-31$0
Assets. Value of real-estate (other than employer real property)2010-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$0
Assets. Value of employer securities2010-12-31$0
Assets. Value of employer real property2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$20,026
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for BELL & SPINA 401K PROFIT SHARING PLAN

2022: BELL & SPINA 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BELL & SPINA 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BELL & SPINA 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BELL & SPINA 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: BELL & SPINA 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BELL & SPINA 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BELL & SPINA 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BELL & SPINA 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BELL & SPINA 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BELL & SPINA 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BELL & SPINA 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811646
Policy instance 1
Insurance contract or identification number811646
Number of Individuals Covered20
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $9,997
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractVARIABLE ANNUITY
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811646
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811646
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811646
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811646
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811646
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811646
Policy instance 1

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