401k Plan data: RETIREMENT FUND FOR BARGAINING UNIT EMPLOYEES OF MORRIS BEAN & COMPANY plan

RETIREMENT FUND FOR BARGAINING UNIT EMPLOYEES OF MORRIS BEAN & COMPANY 401k Plan overview

Plan Name	RETIREMENT FUND FOR BARGAINING UNIT EMPLOYEES OF MORRIS BEAN & COMPANY
Plan identification number	003

RETIREMENT FUND FOR BARGAINING UNIT EMPLOYEES OF MORRIS BEAN & COMPANY Benefits

401k Plan Type

Defined 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

MORRIS BEAN & COMPANY has sponsored the creation of one or more 401k plans.

Company Name: MORRIS BEAN & COMPANY

Employer identification number (EIN): 310510640

NAIC Classification: 331500

Additional information about MORRIS BEAN & COMPANY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1946-01-30

Company Identification Number: 192775

Legal Registered Office Address: 777 E HYDE RD PO BOX 108
-
YELLOW SPGS
United States of America (USA)
45387

More information about MORRIS BEAN & COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT FUND FOR BARGAINING UNIT EMPLOYEES OF MORRIS BEAN & COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-04-01 PATRICIA OLDIGIES 2024-10-31
003 2022-04-01 PATRICIA OLDIGES, TRUSTEE 2023-08-08 L. E. KLEINSCHNITZ 2023-08-08
003 2021-04-01 PATRICIA OLDIGES, TRUSTEE 2022-07-11 L. E. KLEINSCHNITZ, ASST. SEC.-TREA 2022-07-11
003 2020-04-01 PATRICIA OLDIGES, TRUSTEE 2021-06-10 L.E. KLEINSCHNITZ ASST SEC-TREAS 2021-06-10
003 2019-04-01 PATRICIA OLDIGES, TRUSTEE 2020-08-01 L.E. KLEINSCHNITZ ASST SEC-TREAS 2020-08-01
003 2018-04-01 PATRICIA OLDIGES, TRUSTEE 2019-08-15 L.E. KLEINSCHNITZ ASST SEC-TREAS 2019-08-15
003 2017-04-01 PATRICIA OLDIGES TRUSTEE 2018-10-09 L.E. KLEINSCHNITZ ASST SEC-TREAS 2018-10-09
003 2016-04-01 PATRICIA OLDIGES TRUSTEE 2017-10-26 L.E. KLEINSCHNITZ ASST SEC-TREAS 2017-10-26
003 2015-04-01 PATRICIA OLDIGES TRUSTEE 2016-09-23 L.E. KLEINSCHNITZ ASST SEC-TREAS 2016-09-23
003 2014-04-01 PATRICIA OLDIGES TRUSTEE 2015-09-15 L.E. KLEINSCHNITZ ASST SEC-TREAS 2015-09-15
003 2013-04-01 PATRICIA OLDIGES TRUSTEE 2014-08-20 L.E. KLEINSCHNITZ ASST SEC-TREAS 2014-08-20
003 2012-04-01 PATRICIA OLDIGES ADMINISTRATOR 2013-12-10 L.E. KLEINSCHNITZ ASST SEC-TREAS 2013-12-10
003 2011-04-01 PATRICIA OLDIGES 2012-12-10 L. E. KLEINSCHNITZ 2012-12-10
003 2010-04-01 TRICIA OLDIGES 2012-01-09 L. E. KLEINSCHNITZ 2012-01-09
003 2009-04-01 TRICIA OLDIGES L. E. KLEINSCHNITZ ASST SEC-TREAS 2011-01-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-04-01	PATRICIA OLDIGIES	2024-10-31
003	2022-04-01	PATRICIA OLDIGES, TRUSTEE	2023-08-08	L. E. KLEINSCHNITZ	2023-08-08
003	2021-04-01	PATRICIA OLDIGES, TRUSTEE	2022-07-11	L. E. KLEINSCHNITZ, ASST. SEC.-TREA	2022-07-11
003	2020-04-01	PATRICIA OLDIGES, TRUSTEE	2021-06-10	L.E. KLEINSCHNITZ ASST SEC-TREAS	2021-06-10
003	2019-04-01	PATRICIA OLDIGES, TRUSTEE	2020-08-01	L.E. KLEINSCHNITZ ASST SEC-TREAS	2020-08-01
003	2018-04-01	PATRICIA OLDIGES, TRUSTEE	2019-08-15	L.E. KLEINSCHNITZ ASST SEC-TREAS	2019-08-15
003	2017-04-01	PATRICIA OLDIGES TRUSTEE	2018-10-09	L.E. KLEINSCHNITZ ASST SEC-TREAS	2018-10-09
003	2016-04-01	PATRICIA OLDIGES TRUSTEE	2017-10-26	L.E. KLEINSCHNITZ ASST SEC-TREAS	2017-10-26
003	2015-04-01	PATRICIA OLDIGES TRUSTEE	2016-09-23	L.E. KLEINSCHNITZ ASST SEC-TREAS	2016-09-23
003	2014-04-01	PATRICIA OLDIGES TRUSTEE	2015-09-15	L.E. KLEINSCHNITZ ASST SEC-TREAS	2015-09-15
003	2013-04-01	PATRICIA OLDIGES TRUSTEE	2014-08-20	L.E. KLEINSCHNITZ ASST SEC-TREAS	2014-08-20
003	2012-04-01	PATRICIA OLDIGES ADMINISTRATOR	2013-12-10	L.E. KLEINSCHNITZ ASST SEC-TREAS	2013-12-10
003	2011-04-01	PATRICIA OLDIGES	2012-12-10	L. E. KLEINSCHNITZ	2012-12-10
003	2010-04-01	TRICIA OLDIGES	2012-01-09	L. E. KLEINSCHNITZ	2012-01-09
003	2009-04-01	TRICIA OLDIGES		L. E. KLEINSCHNITZ ASST SEC-TREAS	2011-01-04

Financial Data on RETIREMENT FUND FOR BARGAINING UNIT EMPLOYEES OF MORRIS BEAN & COMPANY

Measure	Date	Value
2025 : RETIREMENT FUND FOR BARGAINING UNIT EMPLOYEES OF MORRIS BEAN & COMPANY 2025 401k financial data
Total transfers to/from plan in this plan year	2025-08-07	0
Total liabilities as of the end of the plan year	2025-08-07	0
Total liabilities as of the beginning of the plan year	2025-08-07	0
Total expenses incurred by plan in this plan year	2025-08-07	44477
Net assets as of the end of the plan year	2025-08-07	1407232
Total assets as of the beginning of the plan year	2025-08-07	1393991
Value of plan covered by a fidelity bond	2025-08-07	500000
Participant contributions to plan in this plan year	2025-08-07	14864
Other expenses paid from plan in this plan year	2025-08-07	0
Other contributions to plan in this plan year	2025-08-07	0
Other income to plan in this plan year	2025-08-07	41739
Plan net income in this plan year	2025-08-07	13241
Net assets as of the end of the plan year	2025-08-07	1407232
Net assets as of the beginning of the plan year	2025-08-07	1393991
Employer contributions to plan in this plan year	2025-08-07	1115
Expensese paid to adminstrative service provicers from plan in this plan year	2025-08-07	239
2024 : RETIREMENT FUND FOR BARGAINING UNIT EMPLOYEES OF MORRIS BEAN & COMPANY 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-31	177324
Net assets as of the end of the plan year	2024-10-31	1393991
Total assets as of the beginning of the plan year	2024-10-31	1346271
Value of plan covered by a fidelity bond	2024-10-31	500000
Participant contributions to plan in this plan year	2024-10-31	21166
Value of participant loans at end of plan year	2024-10-31	14240
Other income to plan in this plan year	2024-10-31	201519
Plan net income in this plan year	2024-10-31	47720
Net assets as of the end of the plan year	2024-10-31	1393991
Net assets as of the beginning of the plan year	2024-10-31	1346271
Employer contributions to plan in this plan year	2024-10-31	2359
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-31	500
2010 : RETIREMENT FUND FOR BARGAINING UNIT EMPLOYEES OF MORRIS BEAN & COMPANY 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-03-31	$0

Form 5500 Responses for RETIREMENT FUND FOR BARGAINING UNIT EMPLOYEES OF MORRIS BEAN & COMPANY

2009: RETIREMENT FUND FOR BARGAINING UNIT EMPLOYEES OF MORRIS BEAN & COMPANY 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	No
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	Yes
2009-04-01	Plan funding arrangement – Insurance	Yes
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement – Insurance	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	MORRIS BEAN & COMPANY
Employer identification number (EIN):	310510640
NAIC Classification:	331500

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1946-01-30
Company Identification Number:	192775
Legal Registered Office Address:	777 E HYDE RD PO BOX 108 - YELLOW SPGS United States of America (USA) 45387