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BOB AND DON LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBOB AND DON LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

BOB AND DON LLC 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

BOB AND DON, LLC has sponsored the creation of one or more 401k plans.

Company Name:BOB AND DON, LLC
Employer identification number (EIN):202136503
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOB AND DON LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT LUSSMYER ROBERT LUSSMYER2018-04-17
0012016-01-01ROBERT LUSSMEYER ROBERT LUSSMEYER2017-07-10
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DONALD MADDOX, JR.2013-09-24 DONALD MADDOX, JR.2013-09-24
0012011-01-01DONALD MADDOX, JR.2012-10-15 DONALD MADDOX, JR.2012-10-15
0012010-01-01ROBERT LUSSMYER2011-09-24 ROBERT LUSSMYER2011-09-24
0012009-01-01ROBERT LUSSMYER

Plan Statistics for BOB AND DON LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BOB AND DON LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BOB AND DON LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BOB AND DON LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BOB AND DON LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BOB AND DON LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BOB AND DON LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BOB AND DON LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BOB AND DON LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2009: BOB AND DON LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on BOB AND DON LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : BOB AND DON LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-71,850
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$439,283
Total plan assets at beginning of year2022-12-31$511,133
Value of fidelity bond covering the plan2022-12-31$50,000
Total contributions received or receivable from participants2022-12-31$32,700
Other income received2022-12-31$-106,662
Net income (gross income less expenses)2022-12-31$-71,850
Net plan assets at end of year (total assets less liabilities)2022-12-31$439,283
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$511,133
Total contributions received or receivable from employer(s)2022-12-31$2,112
2021 : BOB AND DON LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$105,085
Expenses. Total of all expenses incurred2021-12-31$4,610
Total plan assets at end of year2021-12-31$511,133
Total plan assets at beginning of year2021-12-31$410,658
Value of fidelity bond covering the plan2021-12-31$50,000
Total contributions received or receivable from participants2021-12-31$24,700
Other income received2021-12-31$78,490
Net income (gross income less expenses)2021-12-31$100,475
Net plan assets at end of year (total assets less liabilities)2021-12-31$511,133
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$410,658
Total contributions received or receivable from employer(s)2021-12-31$1,895
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$4,610
2020 : BOB AND DON LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$103,327
Expenses. Total of all expenses incurred2020-12-31$3,232
Total plan assets at end of year2020-12-31$410,658
Total plan assets at beginning of year2020-12-31$310,563
Value of fidelity bond covering the plan2020-12-31$50,000
Total contributions received or receivable from participants2020-12-31$26,000
Other income received2020-12-31$75,534
Net income (gross income less expenses)2020-12-31$100,095
Net plan assets at end of year (total assets less liabilities)2020-12-31$410,658
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$310,563
Total contributions received or receivable from employer(s)2020-12-31$1,793
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,232
2019 : BOB AND DON LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$86,407
Expenses. Total of all expenses incurred2019-12-31$2,569
Total plan assets at end of year2019-12-31$310,563
Total plan assets at beginning of year2019-12-31$226,725
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$24,700
Other income received2019-12-31$61,707
Net income (gross income less expenses)2019-12-31$83,838
Net plan assets at end of year (total assets less liabilities)2019-12-31$310,563
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$226,725
Assets. Value of participant loans2019-12-31$866
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,569
2018 : BOB AND DON LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$12,751
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$226,725
Total plan assets at beginning of year2018-12-31$213,974
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$26,300
Other income received2018-12-31$-15,275
Net income (gross income less expenses)2018-12-31$12,751
Net plan assets at end of year (total assets less liabilities)2018-12-31$226,725
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$213,974
Assets. Value of participant loans2018-12-31$19,094
Total contributions received or receivable from employer(s)2018-12-31$1,726
2017 : BOB AND DON LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$51,384
Expenses. Total of all expenses incurred2017-12-31$741
Total plan assets at end of year2017-12-31$213,974
Total plan assets at beginning of year2017-12-31$163,331
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$21,600
Other income received2017-12-31$29,784
Net income (gross income less expenses)2017-12-31$50,643
Net plan assets at end of year (total assets less liabilities)2017-12-31$213,974
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$163,331
Assets. Value of participant loans2017-12-31$2,935
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$741
2016 : BOB AND DON LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$33,919
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$163,331
Total plan assets at beginning of year2016-12-31$129,412
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$18,000
Other income received2016-12-31$14,284
Net income (gross income less expenses)2016-12-31$33,919
Net plan assets at end of year (total assets less liabilities)2016-12-31$163,331
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$129,412
Assets. Value of participant loans2016-12-31$13,711
Total contributions received or receivable from employer(s)2016-12-31$1,635
2009 : BOB AND DON LLC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$6,247
Amount contributed by the employer to the plan for this plan year2009-12-31$6,247

Form 5500 Responses for BOB AND DON LLC 401(K) PROFIT SHARING PLAN

2022: BOB AND DON LLC 401(K) 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: BOB AND DON LLC 401(K) 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: BOB AND DON LLC 401(K) 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: BOB AND DON LLC 401(K) 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
2018: BOB AND DON LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BOB AND DON LLC 401(K) 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: BOB AND DON LLC 401(K) 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
2009: BOB AND DON LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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