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BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 401k Plan overview

Plan NameBAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST
Plan identification number 002

BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST Benefits

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

401k Sponsoring company profile

BAY AREA COUNCIL has sponsored the creation of one or more 401k plans.

Company Name:BAY AREA COUNCIL
Employer identification number (EIN):237325853
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JULIE ROWE2023-10-16
0022021-01-01JULIE ROWE2022-06-12
0022020-01-01JULIE ROWE2021-10-15
0022019-01-01JULIE ROWE2020-07-31
0022018-01-01JULIE ROWE2019-10-14
0022017-01-01JEANINE HAWK2018-08-10
0022016-07-01JEANINE HAWK
0022016-07-01
0022015-07-01KENNETH REGALIA
0022014-07-01KENNETH REGALIA
0022013-07-01KENNETH REGALIA
0022012-07-01KENNETH REGALIA KENNETH REGALIA2014-04-09
0022011-07-01KENNETH REGALIA
0022010-07-01KENNETH REGALIA
0022009-07-01KENNETH REGALIA

Plan Statistics for BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST

401k plan membership statisitcs for BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST

Measure Date Value
2016: BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-0146
Total number of active participants reported on line 7a of the Form 55002016-07-0132
Number of other retired or separated participants entitled to future benefits2016-07-0118
Total of all active and inactive participants2016-07-0150
Total participants2016-07-0150
Number of participants with account balances2016-07-0150
2015: BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-0159
Total number of active participants reported on line 7a of the Form 55002015-07-0130
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0116
Total of all active and inactive participants2015-07-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0146
Number of participants with account balances2015-07-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-014
2014: BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-0158
Total number of active participants reported on line 7a of the Form 55002014-07-0134
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0125
Total of all active and inactive participants2014-07-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0159
Number of participants with account balances2014-07-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-013
2013: BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-0149
Total number of active participants reported on line 7a of the Form 55002013-07-0131
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0127
Total of all active and inactive participants2013-07-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0158
Number of participants with account balances2013-07-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-019
2012: BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-0148
Total number of active participants reported on line 7a of the Form 55002012-07-0127
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0122
Total of all active and inactive participants2012-07-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0149
Number of participants with account balances2012-07-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-0140
Total number of active participants reported on line 7a of the Form 55002011-07-0127
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0121
Total of all active and inactive participants2011-07-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0148
Number of participants with account balances2011-07-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-012
2010: BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-0141
Total number of active participants reported on line 7a of the Form 55002010-07-0119
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0121
Total of all active and inactive participants2010-07-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0140
Number of participants with account balances2010-07-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-012
2009: BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-0140
Total number of active participants reported on line 7a of the Form 55002009-07-0122
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0119
Total of all active and inactive participants2009-07-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0141
Number of participants with account balances2009-07-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST

Measure Date Value
2016 : BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$484,127
Expenses. Total of all expenses incurred2016-12-31$237,279
Benefits paid (including direct rollovers)2016-12-31$237,204
Total plan assets at end of year2016-12-31$5,541,492
Total plan assets at beginning of year2016-12-31$5,294,644
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$139,605
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$205,477
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$246,848
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,541,492
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,294,644
Assets. Value of participant loans2016-12-31$12,004
Total contributions received or receivable from employer(s)2016-12-31$139,045
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$75
Transfers to/from the plan2016-06-30$0
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$627,147
Expenses. Total of all expenses incurred2016-06-30$448,362
Benefits paid (including direct rollovers)2016-06-30$448,287
Total plan assets at end of year2016-06-30$5,294,644
Total plan assets at beginning of year2016-06-30$5,115,859
Value of fidelity bond covering the plan2016-06-30$500,000
Total contributions received or receivable from participants2016-06-30$290,171
Expenses. Other expenses not covered elsewhere2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$-16,288
Noncash contributions received2016-06-30$0
Net income (gross income less expenses)2016-06-30$178,785
Net plan assets at end of year (total assets less liabilities)2016-06-30$5,294,644
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$5,115,859
Assets. Value of participant loans2016-06-30$4,600
Total contributions received or receivable from employer(s)2016-06-30$353,264
Value of certain deemed distributions of participant loans2016-06-30$0
Value of corrective distributions2016-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$75
2015 : BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-06-30$0
Total plan liabilities at end of year2015-06-30$0
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$711,693
Expenses. Total of all expenses incurred2015-06-30$334,999
Benefits paid (including direct rollovers)2015-06-30$334,999
Total plan assets at end of year2015-06-30$5,115,859
Total plan assets at beginning of year2015-06-30$4,739,165
Value of fidelity bond covering the plan2015-06-30$500,000
Total contributions received or receivable from participants2015-06-30$258,947
Expenses. Other expenses not covered elsewhere2015-06-30$0
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$133,758
Noncash contributions received2015-06-30$0
Net income (gross income less expenses)2015-06-30$376,694
Net plan assets at end of year (total assets less liabilities)2015-06-30$5,115,859
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$4,739,165
Total contributions received or receivable from employer(s)2015-06-30$318,988
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$0
2014 : BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-06-30$0
Total plan liabilities at end of year2014-06-30$0
Total income from all sources2014-06-30$1,095,473
Expenses. Total of all expenses incurred2014-06-30$75,570
Benefits paid (including direct rollovers)2014-06-30$75,570
Total plan assets at end of year2014-06-30$4,739,165
Total plan assets at beginning of year2014-06-30$3,719,262
Value of fidelity bond covering the plan2014-06-30$500,000
Total contributions received or receivable from participants2014-06-30$236,455
Expenses. Other expenses not covered elsewhere2014-06-30$0
Contributions received from other sources (not participants or employers)2014-06-30$16,037
Other income received2014-06-30$587,132
Noncash contributions received2014-06-30$0
Net income (gross income less expenses)2014-06-30$1,019,903
Net plan assets at end of year (total assets less liabilities)2014-06-30$4,739,165
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$3,719,262
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-06-30$0
Total contributions received or receivable from employer(s)2014-06-30$255,849
Value of certain deemed distributions of participant loans2014-06-30$0
Value of corrective distributions2014-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$0
2013 : BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-06-30$808,753
Expenses. Total of all expenses incurred2013-06-30$77,739
Benefits paid (including direct rollovers)2013-06-30$77,710
Total plan assets at end of year2013-06-30$3,719,262
Total plan assets at beginning of year2013-06-30$2,988,248
Value of fidelity bond covering the plan2013-06-30$200,000
Total contributions received or receivable from participants2013-06-30$222,621
Contributions received from other sources (not participants or employers)2013-06-30$3,884
Other income received2013-06-30$345,646
Net income (gross income less expenses)2013-06-30$731,014
Net plan assets at end of year (total assets less liabilities)2013-06-30$3,719,262
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$2,988,248
Total contributions received or receivable from employer(s)2013-06-30$236,602
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$29
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-06-30$358,029
Expenses. Total of all expenses incurred2012-06-30$386,493
Benefits paid (including direct rollovers)2012-06-30$386,493
Total plan assets at end of year2012-06-30$2,988,248
Total plan assets at beginning of year2012-06-30$3,016,712
Value of fidelity bond covering the plan2012-06-30$200,000
Total contributions received or receivable from participants2012-06-30$178,837
Contributions received from other sources (not participants or employers)2012-06-30$388
Other income received2012-06-30$-16,271
Net income (gross income less expenses)2012-06-30$-28,464
Net plan assets at end of year (total assets less liabilities)2012-06-30$2,988,248
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$3,016,712
Total contributions received or receivable from employer(s)2012-06-30$195,075
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-06-30$818,483
Expenses. Total of all expenses incurred2011-06-30$43,091
Benefits paid (including direct rollovers)2011-06-30$43,077
Total plan assets at end of year2011-06-30$3,016,712
Total plan assets at beginning of year2011-06-30$2,241,320
Value of fidelity bond covering the plan2011-06-30$200,000
Total contributions received or receivable from participants2011-06-30$185,572
Other income received2011-06-30$417,946
Net income (gross income less expenses)2011-06-30$775,392
Net plan assets at end of year (total assets less liabilities)2011-06-30$3,016,712
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$2,241,320
Total contributions received or receivable from employer(s)2011-06-30$214,965
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$14
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST

2016: BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: BAY AREA COUNCIL, INC. RETIREMENT SAVINGS PLAN AND TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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