BENEFICIAL STATE FOUNDATION has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
---|
2022: BENEFICIAL STATE FOUNDATION 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 21 |
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 | 12 |
Total of all active and inactive participants | 2022-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 33 |
Number of participants with account balances | 2022-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: BENEFICIAL STATE FOUNDATION 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 32 |
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 | 5 |
Total of all active and inactive participants | 2021-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 37 |
Number of participants with account balances | 2021-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: BENEFICIAL STATE FOUNDATION 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 32 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4 |
Total of all active and inactive participants | 2020-01-01 | 36 |
Total participants | 2020-01-01 | 36 |
Number of participants with account balances | 2020-01-01 | 34 |
2019: BENEFICIAL STATE FOUNDATION 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 29 |
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 | 5 |
Total of all active and inactive participants | 2019-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 34 |
Number of participants with account balances | 2019-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: BENEFICIAL STATE FOUNDATION 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 15 |
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 | 4 |
Total of all active and inactive participants | 2018-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 19 |
Number of participants with account balances | 2018-01-01 | 19 |
2017: BENEFICIAL STATE FOUNDATION 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9 |
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 | 5 |
Total of all active and inactive participants | 2017-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 14 |
Number of participants with account balances | 2017-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: BENEFICIAL STATE FOUNDATION 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 11 |
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 | 3 |
Total of all active and inactive participants | 2016-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 14 |
Number of participants with account balances | 2016-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: BENEFICIAL STATE FOUNDATION 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
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 | 2 |
Total of all active and inactive participants | 2015-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 10 |
Number of participants with account balances | 2015-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BENEFICIAL STATE FOUNDATION 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 10 |
Total participants | 2014-01-01 | 10 |
Number of participants with account balances | 2014-01-01 | 9 |
2013: BENEFICIAL STATE FOUNDATION 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
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 | 2 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BENEFICIAL STATE FOUNDATION 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
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 | 1 |
Total of all active and inactive participants | 2012-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 5 |
Number of participants with account balances | 2012-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BENEFICIAL STATE FOUNDATION 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 3 |
Number of participants with account balances | 2011-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: BENEFICIAL STATE FOUNDATION 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2022 : BENEFICIAL STATE FOUNDATION 2022 401k financial data |
---|
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-158,350 |
Expenses. Total of all expenses incurred | 2022-12-31 | $122,629 |
Benefits paid (including direct rollovers) | 2022-12-31 | $122,412 |
Total plan assets at end of year | 2022-12-31 | $2,763,804 |
Total plan assets at beginning of year | 2022-12-31 | $3,044,783 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $165,264 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-444,669 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-280,979 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,763,804 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,044,783 |
Assets. Value of participant loans | 2022-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $121,055 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $-137 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $354 |
2021 : BENEFICIAL STATE FOUNDATION 2021 401k financial data |
---|
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $766,012 |
Expenses. Total of all expenses incurred | 2021-12-31 | $33,973 |
Benefits paid (including direct rollovers) | 2021-12-31 | $9,332 |
Total plan assets at end of year | 2021-12-31 | $3,044,783 |
Total plan assets at beginning of year | 2021-12-31 | $2,312,744 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $230,439 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $28,640 |
Other income received | 2021-12-31 | $334,734 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $732,039 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,044,783 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,312,744 |
Assets. Value of participant loans | 2021-12-31 | $4,843 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $172,199 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $24,194 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $447 |
2020 : BENEFICIAL STATE FOUNDATION 2020 401k financial data |
---|
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $810,182 |
Expenses. Total of all expenses incurred | 2020-12-31 | $6,843 |
Benefits paid (including direct rollovers) | 2020-12-31 | $8,894 |
Total plan assets at end of year | 2020-12-31 | $2,312,744 |
Total plan assets at beginning of year | 2020-12-31 | $1,509,405 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $231,800 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $131,209 |
Other income received | 2020-12-31 | $292,260 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $803,339 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,312,744 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,509,405 |
Assets. Value of participant loans | 2020-12-31 | $14,334 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $154,913 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $-3,598 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,547 |
2019 : BENEFICIAL STATE FOUNDATION 2019 401k financial data |
---|
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $347,513 |
Expenses. Total of all expenses incurred | 2019-12-31 | $3,787 |
Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $1,509,405 |
Total plan assets at beginning of year | 2019-12-31 | $1,165,679 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $95,762 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $3,515 |
Other income received | 2019-12-31 | $170,578 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $343,726 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,509,405 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,165,679 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $77,658 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $3,598 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $189 |
2018 : BENEFICIAL STATE FOUNDATION 2018 401k financial data |
---|
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $234,228 |
Expenses. Total of all expenses incurred | 2018-12-31 | $34,284 |
Benefits paid (including direct rollovers) | 2018-12-31 | $34,282 |
Total plan assets at end of year | 2018-12-31 | $1,165,679 |
Total plan assets at beginning of year | 2018-12-31 | $965,735 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $74,549 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $51,290 |
Other income received | 2018-12-31 | $-37,720 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $199,944 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,165,679 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $965,735 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $146,109 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2 |
2017 : BENEFICIAL STATE FOUNDATION 2017 401k financial data |
---|
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $297,391 |
Expenses. Total of all expenses incurred | 2017-12-31 | $5,483 |
Benefits paid (including direct rollovers) | 2017-12-31 | $5,483 |
Total plan assets at end of year | 2017-12-31 | $965,735 |
Total plan assets at beginning of year | 2017-12-31 | $673,827 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $67,897 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $119,799 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $291,908 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $965,735 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $673,827 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $109,695 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
2016 : BENEFICIAL STATE FOUNDATION 2016 401k financial data |
---|
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $201,475 |
Expenses. Total of all expenses incurred | 2016-12-31 | $35,809 |
Benefits paid (including direct rollovers) | 2016-12-31 | $35,809 |
Total plan assets at end of year | 2016-12-31 | $673,827 |
Total plan assets at beginning of year | 2016-12-31 | $508,161 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $57,883 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $43,958 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $165,666 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $673,827 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $508,161 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $99,634 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
2015 : BENEFICIAL STATE FOUNDATION 2015 401k financial data |
---|
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $142,052 |
Expenses. Total of all expenses incurred | 2015-12-31 | $88,043 |
Benefits paid (including direct rollovers) | 2015-12-31 | $88,043 |
Total plan assets at end of year | 2015-12-31 | $508,161 |
Total plan assets at beginning of year | 2015-12-31 | $454,152 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $37,943 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-4,842 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $54,009 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $508,161 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $454,152 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $108,951 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
2014 : BENEFICIAL STATE FOUNDATION 2014 401k financial data |
---|
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $107,529 |
Expenses. Total of all expenses incurred | 2014-12-31 | $15,605 |
Benefits paid (including direct rollovers) | 2014-12-31 | $15,605 |
Total plan assets at end of year | 2014-12-31 | $454,152 |
Total plan assets at beginning of year | 2014-12-31 | $362,228 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $33,239 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $16,253 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $91,924 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $454,152 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $362,228 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $58,037 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
2013 : BENEFICIAL STATE FOUNDATION 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $86,749 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $362,228 |
Total plan assets at beginning of year | 2013-12-31 | $275,479 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $30,303 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $34,013 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $86,749 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $362,228 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $275,479 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $22,433 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
2012 : BENEFICIAL STATE FOUNDATION 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $73,685 |
Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $275,479 |
Total plan assets at beginning of year | 2012-12-31 | $201,794 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $21,816 |
Other income received | 2012-12-31 | $17,937 |
Net income (gross income less expenses) | 2012-12-31 | $73,685 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $275,479 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $201,794 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $33,932 |
2011 : BENEFICIAL STATE FOUNDATION 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $34,425 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $201,794 |
Total plan assets at beginning of year | 2011-12-31 | $167,369 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $19,302 |
Other income received | 2011-12-31 | $-458 |
Net income (gross income less expenses) | 2011-12-31 | $34,425 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $201,794 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $167,369 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $15,581 |
2022: BENEFICIAL STATE FOUNDATION 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | 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: BENEFICIAL STATE FOUNDATION 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | 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: BENEFICIAL STATE FOUNDATION 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | 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: BENEFICIAL STATE FOUNDATION 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: BENEFICIAL STATE FOUNDATION 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: BENEFICIAL STATE FOUNDATION 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: BENEFICIAL STATE FOUNDATION 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: BENEFICIAL STATE FOUNDATION 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: BENEFICIAL STATE FOUNDATION 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: BENEFICIAL STATE FOUNDATION 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: BENEFICIAL STATE FOUNDATION 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 funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BENEFICIAL STATE FOUNDATION 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 funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BENEFICIAL STATE FOUNDATION 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 funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |