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EMPLOYEE BENEFIT PLAN OF BELFORD PATRICK, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF BELFORD PATRICK, INC.
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF BELFORD PATRICK, INC. 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.

401k Sponsoring company profile

BELFORD PATRICK, INC. has sponsored the creation of one or more 401k plans.

Company Name:BELFORD PATRICK, INC.
Employer identification number (EIN):330602976
NAIC Classification:332900

Additional information about BELFORD PATRICK, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1994-01-10
Company Identification Number: C1737131
Legal Registered Office Address: 340 Thor Place

Brea
United States of America (USA)
92821

More information about BELFORD PATRICK, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF BELFORD PATRICK, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01ROBERT URCIUOLI2018-10-19 ROBERT URCIUOLI2018-10-19
0022016-01-01PETER GAMBOA2019-10-22
0022015-01-01ROBERT URCIUOLI2016-06-29 ROBERT URCIUOLI2016-06-29
0022014-01-01ROBERT URCIUOLI2015-09-17 ROBERT URCIUOLI2015-09-17
0022013-01-01ROBERT URCIUOLI2014-06-18 ROBERT URCIUOLI2014-06-18
0022012-01-01ROBERT URCIUOLI2013-07-22 ROBERT URCIUOLI2013-07-22
0022011-01-01ROBERT URCIUOLI2012-06-06 ROBERT URCIUOLI2012-06-06
0022010-01-01ROBERT URCIUOLI

Plan Statistics for EMPLOYEE BENEFIT PLAN OF BELFORD PATRICK, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF BELFORD PATRICK, INC.

Measure Date Value
2010: EMPLOYEE BENEFIT PLAN OF BELFORD PATRICK, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-0110
Total number of active participants reported on line 7a of the Form 55002010-01-0111
Total of all active and inactive participants2010-01-0111
Total participants2010-01-0111
Number of participants with account balances2010-01-0111

Financial Data on EMPLOYEE BENEFIT PLAN OF BELFORD PATRICK, INC.

Measure Date Value
2010 : EMPLOYEE BENEFIT PLAN OF BELFORD PATRICK, INC. 2010 401k financial data
Total income from all sources2010-12-31$80,920
Expenses. Total of all expenses incurred2010-12-31$69
Total plan assets at end of year2010-12-31$439,142
Total plan assets at beginning of year2010-12-31$358,291
Total contributions received or receivable from participants2010-12-31$3,330
Contributions received from other sources (not participants or employers)2010-12-31$4,272
Other income received2010-12-31$57,318
Net income (gross income less expenses)2010-12-31$80,851
Net plan assets at end of year (total assets less liabilities)2010-12-31$439,142
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$358,291
Assets. Value of participant loans2010-12-31$24,083
Total contributions received or receivable from employer(s)2010-12-31$16,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$69

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF BELFORD PATRICK, INC.

2010: EMPLOYEE BENEFIT PLAN OF BELFORD PATRICK, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number023114-I
Policy instance 1
Insurance contract or identification number023114-I
Number of Individuals Covered11
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $55
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees15
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameSAMUEL CHO

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