JOHN F. BEESE CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN F. BEESE JR. S/E PLAN
| Measure | Date | Value |
|---|
| 2024 : JOHN F. BEESE JR. S/E PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-06 | 72791 |
| Net assets as of the end of the plan year | 2024-09-06 | 0 |
| Total assets as of the beginning of the plan year | 2024-09-06 | 70071 |
| Other income to plan in this plan year | 2024-09-06 | 2720 |
| Plan net income in this plan year | 2024-09-06 | -70071 |
| Net assets as of the end of the plan year | 2024-09-06 | 0 |
| Net assets as of the beginning of the plan year | 2024-09-06 | 70071 |
| 2021 : JOHN F. BEESE JR. S/E PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $36,712 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $319,951 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $317,045 |
| Total plan assets at end of year | 2021-12-31 | $72,750 |
| Total plan assets at beginning of year | 2021-12-31 | $355,989 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $2,906 |
| Other income received | 2021-12-31 | $31,712 |
| Net income (gross income less expenses) | 2021-12-31 | $-283,239 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $72,750 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $355,989 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $5,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2019 : JOHN F. BEESE JR. S/E PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $26,182 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $38,140 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $23,720 |
| Total plan assets at end of year | 2019-12-31 | $335,282 |
| Total plan assets at beginning of year | 2019-12-31 | $347,240 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $14,420 |
| Other income received | 2019-12-31 | $26,182 |
| Net income (gross income less expenses) | 2019-12-31 | $-11,958 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $335,282 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $347,240 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $275,520 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : JOHN F. BEESE JR. S/E PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $24,643 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $25,482 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $5,810 |
| Total plan assets at end of year | 2018-12-31 | $347,240 |
| Total plan assets at beginning of year | 2018-12-31 | $348,079 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $19,672 |
| Other income received | 2018-12-31 | $24,643 |
| Net income (gross income less expenses) | 2018-12-31 | $-839 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $347,240 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $348,079 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $20,685 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $275,520 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : JOHN F. BEESE JR. S/E PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $56,172 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $32,062 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $15,286 |
| Total plan assets at end of year | 2017-12-31 | $348,079 |
| Total plan assets at beginning of year | 2017-12-31 | $323,969 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $16,776 |
| Other income received | 2017-12-31 | $56,172 |
| Net income (gross income less expenses) | 2017-12-31 | $24,110 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $348,079 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $323,969 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $24,218 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $275,520 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : JOHN F. BEESE JR. S/E PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $32,238 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $23,978 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $15,850 |
| Total plan assets at end of year | 2016-12-31 | $323,969 |
| Total plan assets at beginning of year | 2016-12-31 | $315,709 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $8,128 |
| Other income received | 2016-12-31 | $32,238 |
| Net income (gross income less expenses) | 2016-12-31 | $8,260 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $323,969 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $315,709 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $23,258 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $248,510 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : JOHN F. BEESE JR. S/E PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $42,590 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $672,278 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $651,366 |
| Total plan assets at end of year | 2015-12-31 | $315,709 |
| Total plan assets at beginning of year | 2015-12-31 | $945,397 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $20,912 |
| Other income received | 2015-12-31 | $36,130 |
| Net income (gross income less expenses) | 2015-12-31 | $-629,688 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $315,709 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $945,397 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $22,178 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $248,510 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $6,460 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : JOHN F. BEESE JR. S/E PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $170,709 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $133,444 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $48,298 |
| Total plan assets at end of year | 2014-12-31 | $945,397 |
| Total plan assets at beginning of year | 2014-12-31 | $908,132 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $85,146 |
| Other income received | 2014-12-31 | $163,109 |
| Net income (gross income less expenses) | 2014-12-31 | $37,265 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $945,397 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $908,132 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $23,481 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $248,510 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $7,600 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : JOHN F. BEESE JR. S/E PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $210,381 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $82,319 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $37,000 |
| Total plan assets at end of year | 2013-12-31 | $908,132 |
| Total plan assets at beginning of year | 2013-12-31 | $780,070 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $45,319 |
| Other income received | 2013-12-31 | $192,720 |
| Net income (gross income less expenses) | 2013-12-31 | $128,062 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $908,132 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $780,070 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $24,014 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $252,850 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $17,661 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : JOHN F. BEESE JR. S/E PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $111,807 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $58,974 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $32,500 |
| Total plan assets at end of year | 2012-12-31 | $780,070 |
| Total plan assets at beginning of year | 2012-12-31 | $727,237 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $26,474 |
| Other income received | 2012-12-31 | $85,693 |
| Net income (gross income less expenses) | 2012-12-31 | $52,833 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $780,070 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $727,237 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $19,169 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $252,850 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $26,114 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : JOHN F. BEESE JR. S/E PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $38,186 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $138,948 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $94,798 |
| Total plan assets at end of year | 2011-12-31 | $727,237 |
| Total plan assets at beginning of year | 2011-12-31 | $827,999 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $44,150 |
| Other income received | 2011-12-31 | $11,933 |
| Net income (gross income less expenses) | 2011-12-31 | $-100,762 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $727,237 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $827,999 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $20,437 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $272,620 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $26,253 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : JOHN F. BEESE JR. S/E PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $169,437 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $54,214 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $34,585 |
| Total plan assets at end of year | 2010-12-31 | $827,999 |
| Total plan assets at beginning of year | 2010-12-31 | $712,776 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $19,629 |
| Other income received | 2010-12-31 | $136,917 |
| Net income (gross income less expenses) | 2010-12-31 | $115,223 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $827,999 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $712,776 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $35,000 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $252,850 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $32,520 |
| 2021: JOHN F. BEESE JR. S/E PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JOHN F. BEESE JR. S/E PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JOHN F. BEESE JR. S/E PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JOHN F. BEESE JR. S/E PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JOHN F. BEESE JR. S/E PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JOHN F. BEESE JR. S/E PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JOHN F. BEESE JR. S/E PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JOHN F. BEESE JR. S/E PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JOHN F. BEESE JR. S/E PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JOHN F. BEESE JR. S/E PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JOHN F. BEESE JR. S/E PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |