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THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 401k Plan overview

Plan NameTHE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN
Plan identification number 003

THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE BON-TON DEPARTMENT STORES, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE BON-TON DEPARTMENT STORES, INC.
Employer identification number (EIN):231269309
NAIC Classification:452110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032018-01-01KIMBERLY WEIBLEY SUSAN WISE2018-10-15
0032017-01-01KIMBERLY WEIBLEY SUSAN WISE2018-08-29
0032016-01-01SUSAN WISE KIMBERLY WEIBLEY2017-09-20
0032015-01-01KIMBERLY WEIBLEY PAUL CORTESE2016-08-16
0032015-01-01KIMBERLY WEIBLEY PAUL CORTESE2016-08-12
0032014-01-01KIMBERLY WEIBLEY PAUL CORTESE2015-07-02
0032013-01-01KIMBERLY WEIBLEY PAUL CORTESE2014-07-11
0032012-01-01KIMBERLY WEIBLEY PAUL CORTESE2013-07-17
0032011-01-01KIMBERLY WEIBLEY PAUL CORTESE2012-07-25
0032010-01-01KIMBERLY WEIBLEY PAUL CORTESE2011-09-30
0032009-01-01PAUL CORTESE KIMBERLY WEIBLEY2010-08-12
0032009-01-01PAUL CORTESE KIMBERLY WEIBLEY2010-08-11

Plan Statistics for THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN

401k plan membership statisitcs for THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN

Measure Date Value
2018: THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0117,745
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01307
Total of all active and inactive participants2018-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0123
Total participants2018-01-01330
Number of participants with account balances2018-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0118,261
Total number of active participants reported on line 7a of the Form 55002017-01-0112,371
Number of retired or separated participants receiving benefits2017-01-0144
Number of other retired or separated participants entitled to future benefits2017-01-014,745
Total of all active and inactive participants2017-01-0117,160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01222
Total participants2017-01-0117,382
Number of participants with account balances2017-01-0116,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0145
2016: THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0118,957
Total number of active participants reported on line 7a of the Form 55002016-01-0113,087
Number of retired or separated participants receiving benefits2016-01-0143
Number of other retired or separated participants entitled to future benefits2016-01-014,648
Total of all active and inactive participants2016-01-0117,778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01197
Total participants2016-01-0117,975
Number of participants with account balances2016-01-0116,790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0196
2015: THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0118,787
Total number of active participants reported on line 7a of the Form 55002015-01-0113,357
Number of retired or separated participants receiving benefits2015-01-0143
Number of other retired or separated participants entitled to future benefits2015-01-014,898
Total of all active and inactive participants2015-01-0118,298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01184
Total participants2015-01-0118,482
Number of participants with account balances2015-01-0117,435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01279
2014: THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0119,279
Total number of active participants reported on line 7a of the Form 55002014-01-0113,911
Number of retired or separated participants receiving benefits2014-01-0142
Number of other retired or separated participants entitled to future benefits2014-01-014,258
Total of all active and inactive participants2014-01-0118,211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01151
Total participants2014-01-0118,362
Number of participants with account balances2014-01-0116,428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01274
2013: THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0119,804
Total number of active participants reported on line 7a of the Form 55002013-01-0114,767
Number of retired or separated participants receiving benefits2013-01-0142
Number of other retired or separated participants entitled to future benefits2013-01-013,977
Total of all active and inactive participants2013-01-0118,786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0184
Total participants2013-01-0118,870
Number of participants with account balances2013-01-0116,768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01349
2012: THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0120,491
Total number of active participants reported on line 7a of the Form 55002012-01-0115,408
Number of retired or separated participants receiving benefits2012-01-0137
Number of other retired or separated participants entitled to future benefits2012-01-013,909
Total of all active and inactive participants2012-01-0119,354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0142
Total participants2012-01-0119,396
Number of participants with account balances2012-01-0117,143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01200
2011: THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0119,954
Total number of active participants reported on line 7a of the Form 55002011-01-0116,936
Number of retired or separated participants receiving benefits2011-01-0117
Number of other retired or separated participants entitled to future benefits2011-01-013,405
Total of all active and inactive participants2011-01-0120,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0142
Total participants2011-01-0120,400
Number of participants with account balances2011-01-0116,596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01690
2010: THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0120,007
Total number of active participants reported on line 7a of the Form 55002010-01-0117,046
Number of retired or separated participants receiving benefits2010-01-0119
Number of other retired or separated participants entitled to future benefits2010-01-012,823
Total of all active and inactive participants2010-01-0119,888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0166
Total participants2010-01-0119,954
Number of participants with account balances2010-01-0116,704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01829
2009: THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0122,604
Total number of active participants reported on line 7a of the Form 55002009-01-0117,408
Number of retired or separated participants receiving benefits2009-01-0114
Number of other retired or separated participants entitled to future benefits2009-01-012,546
Total of all active and inactive participants2009-01-0119,968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0139
Total participants2009-01-0120,007
Number of participants with account balances2009-01-0117,592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01720

Financial Data on THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN

Measure Date Value
2018 : THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$208,419
Total income from all sources (including contributions)2018-09-30$16,736,606
Total loss/gain on sale of assets2018-09-30$-69,910
Total of all expenses incurred2018-09-30$330,604,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$330,330,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$6,385,755
Value of total assets at end of year2018-09-30$799,728
Value of total assets at beginning of year2018-09-30$314,875,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$273,818
Total interest from all sources2018-09-30$92,647
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$1,395,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-09-30$0
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$1,395,112
Administrative expenses professional fees incurred2018-09-30$37,005
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$10,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$6,357,851
Participant contributions at end of year2018-09-30$0
Participant contributions at beginning of year2018-09-30$5,908,163
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$27,904
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$208,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-313,867,530
Value of net assets at end of year (total assets less liabilities)2018-09-30$799,728
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$314,667,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$7,700
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$4,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$133,448,073
Interest on participant loans2018-09-30$92,647
Value of interest in common/collective trusts at end of year2018-09-30$795,607
Value of interest in common/collective trusts at beginning of year2018-09-30$175,445,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$5,791,274
Net investment gain or loss from common/collective trusts2018-09-30$3,141,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Assets. Invements in employer securities at end of year2018-09-30$0
Assets. Invements in employer securities at beginning of year2018-09-30$74,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$330,330,318
Contract administrator fees2018-09-30$229,113
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30Yes
Aggregate proceeds on sale of assets2018-09-30$4,366
Aggregate carrying amount (costs) on sale of assets2018-09-30$74,276
Accountancy firm name2018-09-30SEE ATTACHED STATEMENT
2017 : THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-274,535
Total unrealized appreciation/depreciation of assets2017-12-31$-274,535
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$208,419
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$218,497
Total income from all sources (including contributions)2017-12-31$62,571,981
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$32,815,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$32,026,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$18,645,425
Value of total assets at end of year2017-12-31$314,875,677
Value of total assets at beginning of year2017-12-31$285,129,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$789,193
Total interest from all sources2017-12-31$265,633
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,953,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,953,952
Administrative expenses professional fees incurred2017-12-31$39,592
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$17,981,387
Participant contributions at end of year2017-12-31$5,908,163
Participant contributions at beginning of year2017-12-31$6,206,861
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$663,628
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$208,419
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$218,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$29,756,528
Value of net assets at end of year (total assets less liabilities)2017-12-31$314,667,258
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$284,910,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$42,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$133,448,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$120,270,078
Interest on participant loans2017-12-31$265,633
Value of interest in common/collective trusts at end of year2017-12-31$175,445,165
Value of interest in common/collective trusts at beginning of year2017-12-31$158,266,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$19,327,576
Net investment gain or loss from common/collective trusts2017-12-31$22,653,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$74,276
Assets. Invements in employer securities at beginning of year2017-12-31$385,763
Contributions received in cash from employer2017-12-31$410
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$32,026,260
Contract administrator fees2017-12-31$706,801
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-186,394
Total unrealized appreciation/depreciation of assets2016-12-31$-186,394
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$218,497
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$235,196
Total income from all sources (including contributions)2016-12-31$40,485,790
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$37,406,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$36,580,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$19,093,926
Value of total assets at end of year2016-12-31$285,129,227
Value of total assets at beginning of year2016-12-31$282,066,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$825,649
Total interest from all sources2016-12-31$258,777
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,321,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,321,080
Administrative expenses professional fees incurred2016-12-31$42,203
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$18,127,714
Participant contributions at end of year2016-12-31$6,206,861
Participant contributions at beginning of year2016-12-31$6,708,408
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$966,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$218,497
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$235,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,079,545
Value of net assets at end of year (total assets less liabilities)2016-12-31$284,910,730
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$281,831,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$30,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$120,270,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$120,597,807
Interest on participant loans2016-12-31$258,777
Value of interest in common/collective trusts at end of year2016-12-31$158,266,525
Value of interest in common/collective trusts at beginning of year2016-12-31$154,064,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,948,557
Net investment gain or loss from common/collective trusts2016-12-31$11,049,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$385,763
Assets. Invements in employer securities at beginning of year2016-12-31$695,699
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$36,580,596
Contract administrator fees2016-12-31$752,646
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG, LLP
Accountancy firm EIN2016-12-31135565207
2015 : THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,750,843
Total unrealized appreciation/depreciation of assets2015-12-31$-1,750,843
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$235,196
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$409,595
Total income from all sources (including contributions)2015-12-31$15,853,960
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$34,856,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$34,024,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$19,530,818
Value of total assets at end of year2015-12-31$282,066,381
Value of total assets at beginning of year2015-12-31$301,243,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$832,118
Total interest from all sources2015-12-31$276,539
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$10,110,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$10,045,312
Administrative expenses professional fees incurred2015-12-31$41,942
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$18,691,149
Participant contributions at end of year2015-12-31$6,708,408
Participant contributions at beginning of year2015-12-31$6,893,280
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$839,669
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$235,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$409,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-19,002,531
Value of net assets at end of year (total assets less liabilities)2015-12-31$281,831,185
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$300,833,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$41,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$120,597,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$130,538,326
Interest on participant loans2015-12-31$276,539
Income. Interest from loans (other than to participants)2015-12-31$276,539
Value of interest in common/collective trusts at end of year2015-12-31$154,064,467
Value of interest in common/collective trusts at beginning of year2015-12-31$159,602,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-11,028,332
Net investment gain or loss from common/collective trusts2015-12-31$-1,285,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$695,699
Assets. Invements in employer securities at beginning of year2015-12-31$2,660,786
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$1,548,191
Income. Dividends from common stock2015-12-31$65,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$34,024,373
Contract administrator fees2015-12-31$748,376
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG, LLP
Accountancy firm EIN2015-12-31135565207
2014 : THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-3,976,449
Total unrealized appreciation/depreciation of assets2014-12-31$-3,976,449
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$409,595
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$216,976
Total income from all sources (including contributions)2014-12-31$32,818,914
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$33,783,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$32,966,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$20,389,590
Value of total assets at end of year2014-12-31$301,243,311
Value of total assets at beginning of year2014-12-31$302,015,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$816,924
Total interest from all sources2014-12-31$303,645
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$9,065,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$8,981,038
Administrative expenses professional fees incurred2014-12-31$47,257
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$18,353,894
Participant contributions at end of year2014-12-31$6,893,280
Participant contributions at beginning of year2014-12-31$7,269,945
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$153,014
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$487,505
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$409,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$216,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-964,910
Value of net assets at end of year (total assets less liabilities)2014-12-31$300,833,716
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$301,798,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$40,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$130,538,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$131,489,834
Interest on participant loans2014-12-31$303,645
Value of interest in common/collective trusts at end of year2014-12-31$159,602,728
Value of interest in common/collective trusts at beginning of year2014-12-31$153,305,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,101,987
Net investment gain or loss from common/collective trusts2014-12-31$9,138,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$2,660,786
Assets. Invements in employer securities at beginning of year2014-12-31$8,273,956
Contributions received in cash from employer2014-12-31$1,548,191
Employer contributions (assets) at end of year2014-12-31$1,548,191
Employer contributions (assets) at beginning of year2014-12-31$1,523,532
Income. Dividends from common stock2014-12-31$84,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$32,966,900
Contract administrator fees2014-12-31$729,267
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KPMG, LLP
Accountancy firm EIN2014-12-31135565207
2013 : THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$3,092,150
Total unrealized appreciation/depreciation of assets2013-12-31$3,092,150
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$216,976
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$105,934
Total income from all sources (including contributions)2013-12-31$67,545,742
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$38,676,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$37,831,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$20,799,469
Value of total assets at end of year2013-12-31$302,015,602
Value of total assets at beginning of year2013-12-31$273,035,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$845,048
Total interest from all sources2013-12-31$295,619
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,002,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,911,311
Administrative expenses professional fees incurred2013-12-31$43,947
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$18,335,417
Participant contributions at end of year2013-12-31$7,269,945
Participant contributions at beginning of year2013-12-31$7,219,490
Assets. Other investments not covered elsewhere at end of year2013-12-31$153,014
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$121,196
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$940,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$216,976
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$105,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$28,869,003
Value of net assets at end of year (total assets less liabilities)2013-12-31$301,798,626
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$272,929,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$31,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$131,489,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$110,499,137
Interest on participant loans2013-12-31$295,619
Value of interest in common/collective trusts at end of year2013-12-31$153,305,321
Value of interest in common/collective trusts at beginning of year2013-12-31$144,214,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$20,002,205
Net investment gain or loss from common/collective trusts2013-12-31$19,354,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$8,273,956
Assets. Invements in employer securities at beginning of year2013-12-31$8,934,875
Contributions received in cash from employer2013-12-31$1,523,532
Employer contributions (assets) at end of year2013-12-31$1,523,532
Employer contributions (assets) at beginning of year2013-12-31$2,046,033
Income. Dividends from common stock2013-12-31$90,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$37,831,691
Contract administrator fees2013-12-31$769,601
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31KPMG, LLP
Accountancy firm EIN2013-12-31135565207
2012 : THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$15,174,709
Total unrealized appreciation/depreciation of assets2012-12-31$15,174,709
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$105,934
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$68,739
Total income from all sources (including contributions)2012-12-31$62,980,128
Total of all expenses incurred2012-12-31$31,136,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$30,928,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$20,790,751
Value of total assets at end of year2012-12-31$273,035,557
Value of total assets at beginning of year2012-12-31$241,154,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$207,841
Total interest from all sources2012-12-31$294,140
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$155,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$155,739
Administrative expenses professional fees incurred2012-12-31$53,875
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$18,102,626
Participant contributions at end of year2012-12-31$7,219,490
Participant contributions at beginning of year2012-12-31$6,964,923
Assets. Other investments not covered elsewhere at end of year2012-12-31$121,196
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$642,092
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$105,934
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$68,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$31,843,754
Value of net assets at end of year (total assets less liabilities)2012-12-31$272,929,623
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$241,085,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$58,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$110,499,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$100,466,338
Interest on participant loans2012-12-31$294,140
Value of interest in common/collective trusts at end of year2012-12-31$144,214,826
Value of interest in common/collective trusts at beginning of year2012-12-31$128,139,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$404,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$404,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$14,682,669
Net investment gain or loss from common/collective trusts2012-12-31$11,882,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$8,934,875
Assets. Invements in employer securities at beginning of year2012-12-31$3,733,091
Contributions received in cash from employer2012-12-31$2,046,033
Employer contributions (assets) at end of year2012-12-31$2,046,033
Employer contributions (assets) at beginning of year2012-12-31$1,422,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$30,928,533
Contract administrator fees2012-12-31$95,966
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$24,536
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-8,184,399
Total unrealized appreciation/depreciation of assets2011-12-31$-8,184,399
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$68,739
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$28,800
Total income from all sources (including contributions)2011-12-31$14,531,709
Total of all expenses incurred2011-12-31$20,632,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$20,571,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$20,215,186
Value of total assets at end of year2011-12-31$241,154,608
Value of total assets at beginning of year2011-12-31$247,215,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$61,090
Total interest from all sources2011-12-31$340,964
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$303,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$303,442
Administrative expenses professional fees incurred2011-12-31$8,670
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$18,320,817
Participant contributions at end of year2011-12-31$6,964,923
Participant contributions at beginning of year2011-12-31$6,816,011
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$472,332
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$68,739
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$28,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-6,100,481
Value of net assets at end of year (total assets less liabilities)2011-12-31$241,085,869
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$247,186,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$24,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$100,466,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$106,111,411
Interest on participant loans2011-12-31$340,964
Value of interest in common/collective trusts at end of year2011-12-31$128,139,423
Value of interest in common/collective trusts at beginning of year2011-12-31$117,782,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$404,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$586,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$586,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,386,074
Net investment gain or loss from common/collective trusts2011-12-31$4,242,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$3,733,091
Assets. Invements in employer securities at beginning of year2011-12-31$11,402,902
Contributions received in cash from employer2011-12-31$1,422,037
Employer contributions (assets) at end of year2011-12-31$1,422,037
Employer contributions (assets) at beginning of year2011-12-31$4,433,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$20,571,100
Contract administrator fees2011-12-31$27,920
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$24,536
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$81,780
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$4,366,900
Total unrealized appreciation/depreciation of assets2010-12-31$4,366,900
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$28,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$58,988
Total income from all sources (including contributions)2010-12-31$49,480,675
Total of all expenses incurred2010-12-31$24,365,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$24,255,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$23,086,461
Value of total assets at end of year2010-12-31$247,215,150
Value of total assets at beginning of year2010-12-31$222,130,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$109,526
Total interest from all sources2010-12-31$387,556
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$427
Administrative expenses professional fees incurred2010-12-31$58,105
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$17,664,261
Participant contributions at end of year2010-12-31$6,816,011
Participant contributions at beginning of year2010-12-31$6,899,486
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$988,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$28,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$58,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$25,115,243
Value of net assets at end of year (total assets less liabilities)2010-12-31$247,186,350
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$222,071,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$106,111,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$93,380,833
Interest on participant loans2010-12-31$387,556
Value of interest in common/collective trusts at end of year2010-12-31$117,782,625
Value of interest in common/collective trusts at beginning of year2010-12-31$103,743,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$586,642
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$986,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$986,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$10,311,042
Net investment gain or loss from common/collective trusts2010-12-31$11,328,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$11,402,902
Assets. Invements in employer securities at beginning of year2010-12-31$13,096,848
Contributions received in cash from employer2010-12-31$4,433,779
Employer contributions (assets) at end of year2010-12-31$4,433,779
Employer contributions (assets) at beginning of year2010-12-31$3,999,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$24,255,906
Contract administrator fees2010-12-31$16,421
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$81,780
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$23,610
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
2009 : THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN

2018: THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION 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 filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION 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: THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION 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: THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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: THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION 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: THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION 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: THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION 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: THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION 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
2010: THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE BON-TON STORES, INC. RETIREMENT CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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