?>
Plan Name | RICHARD L. BOWEN AND ASSOCIATES PROFIT SHARING 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | RICHARD L. BOWEN & ASSOCIATES, INC. |
Employer identification number (EIN): | 341156989 |
NAIC Classification: | 541310 |
NAIC Description: | Architectural Services |
Additional information about RICHARD L. BOWEN & ASSOCIATES, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1943-04-10 |
Company Identification Number: | 185411 |
Legal Registered Office Address: |
50 W. BROAD ST SUITE 1800 COLUMBUS United States of America (USA) 43215 |
More information about RICHARD L. BOWEN & ASSOCIATES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | CAROL PADVORAC | |||
001 | 2017-01-01 | CAROL PADVORAC | |||
001 | 2016-01-01 | CAROL PADVORAC | |||
001 | 2015-01-01 | CAROL M PADVORAC | 2016-04-21 | ||
001 | 2014-01-01 | CAROL M PADVORAC | 2015-06-04 | ||
001 | 2013-01-01 | CAROL M PADVORAC | 2014-10-07 | ||
001 | 2012-01-01 | CAROL M PADVORAC | 2013-07-24 | ||
001 | 2011-01-01 | CAROL M PADVORAC | 2012-07-18 | ||
001 | 2010-01-01 | CAROL M PADVORAC | 2011-07-19 |
Measure | Date | Value |
---|---|---|
2022: RICHARD L. BOWEN AND ASSOCIATES PROFIT SHARING 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 66 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 48 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 11 |
Total of all active and inactive participants | 2022-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 60 |
Number of participants with account balances | 2022-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: RICHARD L. BOWEN AND ASSOCIATES PROFIT SHARING 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 13 |
Total of all active and inactive participants | 2021-01-01 | 66 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 66 |
Number of participants with account balances | 2021-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: RICHARD L. BOWEN AND ASSOCIATES PROFIT SHARING 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 14 |
Total of all active and inactive participants | 2020-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 61 |
Number of participants with account balances | 2020-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: RICHARD L. BOWEN AND ASSOCIATES PROFIT SHARING 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 49 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 15 |
Total of all active and inactive participants | 2019-01-01 | 65 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 65 |
Number of participants with account balances | 2019-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: RICHARD L. BOWEN AND ASSOCIATES PROFIT SHARING 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 44 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 15 |
Total of all active and inactive participants | 2018-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 60 |
Number of participants with account balances | 2018-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: RICHARD L. BOWEN AND ASSOCIATES PROFIT SHARING 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 15 |
Total of all active and inactive participants | 2017-01-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 72 |
Number of participants with account balances | 2017-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: RICHARD L. BOWEN AND ASSOCIATES PROFIT SHARING 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 59 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 14 |
Total of all active and inactive participants | 2016-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 73 |
Number of participants with account balances | 2016-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : RICHARD L. BOWEN AND ASSOCIATES PROFIT SHARING 401(K) PLAN 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-645,479 |
Expenses. Total of all expenses incurred | 2022-12-31 | $449,901 |
Benefits paid (including direct rollovers) | 2022-12-31 | $444,675 |
Total plan assets at end of year | 2022-12-31 | $5,265,833 |
Total plan assets at beginning of year | 2022-12-31 | $6,361,213 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $352,229 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-997,708 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-1,095,380 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,265,833 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,361,213 |
Assets. Value of participant loans | 2022-12-31 | $8,500 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $4,701 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $525 |
2021 : RICHARD L. BOWEN AND ASSOCIATES PROFIT SHARING 401(K) PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,100,570 |
Expenses. Total of all expenses incurred | 2021-12-31 | $209,568 |
Benefits paid (including direct rollovers) | 2021-12-31 | $208,756 |
Total plan assets at end of year | 2021-12-31 | $6,361,213 |
Total plan assets at beginning of year | 2021-12-31 | $5,470,211 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $309,573 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $78,048 |
Other income received | 2021-12-31 | $712,949 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $891,002 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,361,213 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,470,211 |
Assets. Value of participant loans | 2021-12-31 | $8,216 |
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 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $487 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $325 |
2020 : RICHARD L. BOWEN AND ASSOCIATES PROFIT SHARING 401(K) PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $939,800 |
Expenses. Total of all expenses incurred | 2020-12-31 | $472,456 |
Benefits paid (including direct rollovers) | 2020-12-31 | $465,415 |
Total plan assets at end of year | 2020-12-31 | $5,470,211 |
Total plan assets at beginning of year | 2020-12-31 | $5,002,867 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $246,970 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $14,478 |
Other income received | 2020-12-31 | $678,352 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $467,344 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,470,211 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,002,867 |
Assets. Value of participant loans | 2020-12-31 | $25,317 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $6,791 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $250 |
2019 : RICHARD L. BOWEN AND ASSOCIATES PROFIT SHARING 401(K) PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,219,530 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,167,620 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,159,612 |
Total plan assets at end of year | 2019-12-31 | $5,002,867 |
Total plan assets at beginning of year | 2019-12-31 | $4,950,957 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $218,981 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $51,754 |
Other income received | 2019-12-31 | $948,795 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $51,910 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,002,867 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,950,957 |
Assets. Value of participant loans | 2019-12-31 | $33,738 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $7,777 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $231 |
2018 : RICHARD L. BOWEN AND ASSOCIATES PROFIT SHARING 401(K) PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-35,153 |
Expenses. Total of all expenses incurred | 2018-12-31 | $729,715 |
Benefits paid (including direct rollovers) | 2018-12-31 | $721,813 |
Total plan assets at end of year | 2018-12-31 | $4,950,957 |
Total plan assets at beginning of year | 2018-12-31 | $5,715,825 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $226,414 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-261,567 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-764,868 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,950,957 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,715,825 |
Assets. Value of participant loans | 2018-12-31 | $36,574 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $7,564 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $338 |
2017 : RICHARD L. BOWEN AND ASSOCIATES PROFIT SHARING 401(K) PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $958,441 |
Expenses. Total of all expenses incurred | 2017-12-31 | $166,756 |
Benefits paid (including direct rollovers) | 2017-12-31 | $155,874 |
Total plan assets at end of year | 2017-12-31 | $5,715,825 |
Total plan assets at beginning of year | 2017-12-31 | $4,924,140 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $232,592 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $725,849 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $791,685 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,715,825 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,924,140 |
Assets. Value of participant loans | 2017-12-31 | $73,763 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $10,569 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $313 |
2016 : RICHARD L. BOWEN AND ASSOCIATES PROFIT SHARING 401(K) PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $7,710 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $532,250 |
Expenses. Total of all expenses incurred | 2016-12-31 | $231,361 |
Benefits paid (including direct rollovers) | 2016-12-31 | $209,482 |
Total plan assets at end of year | 2016-12-31 | $4,924,140 |
Total plan assets at beginning of year | 2016-12-31 | $4,615,541 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $237,372 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $43,110 |
Other income received | 2016-12-31 | $251,768 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $300,889 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,924,140 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,615,541 |
Assets. Value of participant loans | 2016-12-31 | $63,444 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $9,528 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $12,351 |
2022: RICHARD L. BOWEN AND ASSOCIATES PROFIT SHARING 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: RICHARD L. BOWEN AND ASSOCIATES PROFIT SHARING 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | 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 |
2020: RICHARD L. BOWEN AND ASSOCIATES PROFIT SHARING 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: RICHARD L. BOWEN AND ASSOCIATES PROFIT SHARING 401(K) 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: RICHARD L. BOWEN AND ASSOCIATES PROFIT SHARING 401(K) 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: RICHARD L. BOWEN AND ASSOCIATES PROFIT SHARING 401(K) 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: RICHARD L. BOWEN AND ASSOCIATES PROFIT SHARING 401(K) 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 – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |