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| Plan Name | THE BARKMEIER GROUP 401K PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE BARKMEIER GROUP, INC. |
| Employer identification number (EIN): | 202318798 |
| NAIC Classification: | 541213 |
| NAIC Description: | Tax Preparation Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | JERALD T BARKMEIER | 2023-07-13 | ||
| 001 | 2021-01-01 | JERALD T BARKMEIER | 2022-07-14 | ||
| 001 | 2020-01-01 | JERALD T BARKMEIER | 2021-07-01 | ||
| 001 | 2019-01-01 | JERALD T BARKMEIER | 2020-08-03 | ||
| 001 | 2018-01-01 | JERALD T BARKMEIER | 2019-08-26 | ||
| 001 | 2017-01-01 | JERALD T BARKMEIER | 2018-07-02 | ||
| 001 | 2016-01-01 | JERALD T BARKMEIER | 2017-09-13 | ||
| 001 | 2015-01-01 | JERALD T BARKMEIER | 2016-09-13 | ||
| 001 | 2014-01-01 | JERALD T BARKMEIER | 2015-09-16 | ||
| 001 | 2013-01-01 | JERALD T BARKMEIER | 2014-10-10 | ||
| 001 | 2012-01-01 | JERALD BARKMEIER | 2013-10-14 | ||
| 001 | 2011-01-01 | JERALD BARKMEIER | 2012-06-19 | ||
| 001 | 2010-01-01 | JERALD BARKMEIER | |||
| 001 | 2009-01-01 | JERALD BARKMEIER |
| Measure | Date | Value |
|---|---|---|
| 2010: THE BARKMEIER GROUP 401K PROFIT SHARING PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
| Total of all active and inactive participants | 2010-01-01 | 3 |
| Total participants | 2010-01-01 | 3 |
| Number of participants with account balances | 2010-01-01 | 3 |
| 2009: THE BARKMEIER GROUP 401K PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|---|---|
| 2010 : THE BARKMEIER GROUP 401K PROFIT SHARING PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $113,287 |
| Total plan assets at end of year | 2010-12-31 | $1,042,996 |
| Total plan assets at beginning of year | 2010-12-31 | $929,709 |
| Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $40,900 |
| Other income received | 2010-12-31 | $21,358 |
| Net income (gross income less expenses) | 2010-12-31 | $113,287 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,042,996 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $929,709 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $51,029 |
| 2010: THE BARKMEIER GROUP 401K PROFIT SHARING PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THE BARKMEIER GROUP 401K PROFIT SHARING PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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