BANK POLICY INSTITUTE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022 : THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-05-19 | $-1,890 |
| Expenses. Total of all expenses incurred | 2022-05-19 | $0 |
| Total plan assets at end of year | 2022-05-19 | $0 |
| Total plan assets at beginning of year | 2022-05-19 | $1,890 |
| Value of fidelity bond covering the plan | 2022-05-19 | $350,000 |
| Other income received | 2022-05-19 | $-1,890 |
| Net income (gross income less expenses) | 2022-05-19 | $-1,890 |
| Net plan assets at end of year (total assets less liabilities) | 2022-05-19 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-05-19 | $1,890 |
| Total income from all sources | 2022-04-30 | $765,843 |
| Expenses. Total of all expenses incurred | 2022-04-30 | $5,630,107 |
| Benefits paid (including direct rollovers) | 2022-04-30 | $5,605,775 |
| Total plan assets at end of year | 2022-04-30 | $1,890 |
| Total plan assets at beginning of year | 2022-04-30 | $4,866,154 |
| Value of fidelity bond covering the plan | 2022-04-30 | $350,000 |
| Expenses. Other expenses not covered elsewhere | 2022-04-30 | $24,332 |
| Other income received | 2022-04-30 | $692 |
| Net income (gross income less expenses) | 2022-04-30 | $-4,864,264 |
| Net plan assets at end of year (total assets less liabilities) | 2022-04-30 | $1,890 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-04-30 | $4,866,154 |
| Total contributions received or receivable from employer(s) | 2022-04-30 | $765,151 |
| 2021 : THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-04-30 | $4,803 |
| Expenses. Total of all expenses incurred | 2021-04-30 | $317,622 |
| Benefits paid (including direct rollovers) | 2021-04-30 | $290,774 |
| Total plan assets at end of year | 2021-04-30 | $4,866,154 |
| Total plan assets at beginning of year | 2021-04-30 | $5,178,973 |
| Value of fidelity bond covering the plan | 2021-04-30 | $350,000 |
| Expenses. Other expenses not covered elsewhere | 2021-04-30 | $26,848 |
| Other income received | 2021-04-30 | $4,803 |
| Net income (gross income less expenses) | 2021-04-30 | $-312,819 |
| Net plan assets at end of year (total assets less liabilities) | 2021-04-30 | $4,866,154 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-04-30 | $5,178,973 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-04-30 | $0 |
| 2020 : THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-04-30 | $197,408 |
| Expenses. Total of all expenses incurred | 2020-04-30 | $282,257 |
| Benefits paid (including direct rollovers) | 2020-04-30 | $252,912 |
| Total plan assets at end of year | 2020-04-30 | $5,178,973 |
| Total plan assets at beginning of year | 2020-04-30 | $5,263,822 |
| Value of fidelity bond covering the plan | 2020-04-30 | $350,000 |
| Expenses. Other expenses not covered elsewhere | 2020-04-30 | $29,345 |
| Other income received | 2020-04-30 | $197,408 |
| Net income (gross income less expenses) | 2020-04-30 | $-84,849 |
| Net plan assets at end of year (total assets less liabilities) | 2020-04-30 | $5,178,973 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-04-30 | $5,263,822 |
| 2019 : THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-04-30 | $412,998 |
| Expenses. Total of all expenses incurred | 2019-04-30 | $310,126 |
| Benefits paid (including direct rollovers) | 2019-04-30 | $278,132 |
| Total plan assets at end of year | 2019-04-30 | $5,263,822 |
| Total plan assets at beginning of year | 2019-04-30 | $5,160,950 |
| Value of fidelity bond covering the plan | 2019-04-30 | $350,000 |
| Expenses. Other expenses not covered elsewhere | 2019-04-30 | $31,994 |
| Other income received | 2019-04-30 | $412,998 |
| Net income (gross income less expenses) | 2019-04-30 | $102,872 |
| Net plan assets at end of year (total assets less liabilities) | 2019-04-30 | $5,263,822 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-04-30 | $5,160,950 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-04-30 | $0 |
| 2018 : THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-04-30 | $449,711 |
| Expenses. Total of all expenses incurred | 2018-04-30 | $750,897 |
| Benefits paid (including direct rollovers) | 2018-04-30 | $717,059 |
| Total plan assets at end of year | 2018-04-30 | $5,160,950 |
| Total plan assets at beginning of year | 2018-04-30 | $5,462,136 |
| Value of fidelity bond covering the plan | 2018-04-30 | $350,000 |
| Expenses. Other expenses not covered elsewhere | 2018-04-30 | $33,838 |
| Other income received | 2018-04-30 | $449,711 |
| Net income (gross income less expenses) | 2018-04-30 | $-301,186 |
| Net plan assets at end of year (total assets less liabilities) | 2018-04-30 | $5,160,950 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-04-30 | $5,462,136 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-04-30 | $0 |
| 2017 : THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-04-30 | $821,339 |
| Expenses. Total of all expenses incurred | 2017-04-30 | $284,165 |
| Benefits paid (including direct rollovers) | 2017-04-30 | $252,912 |
| Total plan assets at end of year | 2017-04-30 | $5,462,136 |
| Total plan assets at beginning of year | 2017-04-30 | $4,924,962 |
| Value of fidelity bond covering the plan | 2017-04-30 | $350,000 |
| Expenses. Other expenses not covered elsewhere | 2017-04-30 | $31,253 |
| Other income received | 2017-04-30 | $571,339 |
| Net income (gross income less expenses) | 2017-04-30 | $537,174 |
| Net plan assets at end of year (total assets less liabilities) | 2017-04-30 | $5,462,136 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-04-30 | $4,924,962 |
| Total contributions received or receivable from employer(s) | 2017-04-30 | $250,000 |
| 2016 : THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-04-30 | $199,750 |
| Expenses. Total of all expenses incurred | 2016-04-30 | $401,328 |
| Benefits paid (including direct rollovers) | 2016-04-30 | $368,294 |
| Total plan assets at end of year | 2016-04-30 | $4,924,962 |
| Total plan assets at beginning of year | 2016-04-30 | $5,126,540 |
| Value of fidelity bond covering the plan | 2016-04-30 | $350,000 |
| Expenses. Other expenses not covered elsewhere | 2016-04-30 | $33,034 |
| Other income received | 2016-04-30 | $-50,250 |
| Net income (gross income less expenses) | 2016-04-30 | $-201,578 |
| Net plan assets at end of year (total assets less liabilities) | 2016-04-30 | $4,924,962 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-04-30 | $5,126,540 |
| Total contributions received or receivable from employer(s) | 2016-04-30 | $250,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-04-30 | $0 |
| 2015 : THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-04-30 | $1,061,098 |
| Expenses. Total of all expenses incurred | 2015-04-30 | $1,540,654 |
| Benefits paid (including direct rollovers) | 2015-04-30 | $1,497,421 |
| Total plan assets at end of year | 2015-04-30 | $5,126,540 |
| Total plan assets at beginning of year | 2015-04-30 | $5,606,096 |
| Value of fidelity bond covering the plan | 2015-04-30 | $350,000 |
| Expenses. Other expenses not covered elsewhere | 2015-04-30 | $43,233 |
| Other income received | 2015-04-30 | $561,098 |
| Net income (gross income less expenses) | 2015-04-30 | $-479,556 |
| Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $5,126,540 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $5,606,096 |
| Total contributions received or receivable from employer(s) | 2015-04-30 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-04-30 | $0 |
| 2014 : THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-04-30 | $944,232 |
| Expenses. Total of all expenses incurred | 2014-04-30 | $4,413,581 |
| Benefits paid (including direct rollovers) | 2014-04-30 | $4,343,660 |
| Total plan assets at end of year | 2014-04-30 | $5,606,096 |
| Total plan assets at beginning of year | 2014-04-30 | $9,075,445 |
| Value of fidelity bond covering the plan | 2014-04-30 | $350,000 |
| Expenses. Other expenses not covered elsewhere | 2014-04-30 | $69,921 |
| Other income received | 2014-04-30 | $944,232 |
| Net income (gross income less expenses) | 2014-04-30 | $-3,469,349 |
| Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $5,606,096 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $9,075,445 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-04-30 | $0 |
| 2013 : THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-04-30 | $1,105,916 |
| Expenses. Total of all expenses incurred | 2013-04-30 | $221,861 |
| Benefits paid (including direct rollovers) | 2013-04-30 | $144,916 |
| Total plan assets at end of year | 2013-04-30 | $9,075,445 |
| Total plan assets at beginning of year | 2013-04-30 | $8,191,390 |
| Value of fidelity bond covering the plan | 2013-04-30 | $350,000 |
| Expenses. Other expenses not covered elsewhere | 2013-04-30 | $76,945 |
| Other income received | 2013-04-30 | $855,916 |
| Net income (gross income less expenses) | 2013-04-30 | $884,055 |
| Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $9,075,445 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $8,191,390 |
| Total contributions received or receivable from employer(s) | 2013-04-30 | $250,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-04-30 | $0 |
| 2012 : THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-04-30 | $563,726 |
| Expenses. Total of all expenses incurred | 2012-04-30 | $393,531 |
| Benefits paid (including direct rollovers) | 2012-04-30 | $314,300 |
| Total plan assets at end of year | 2012-04-30 | $8,191,390 |
| Total plan assets at beginning of year | 2012-04-30 | $8,021,195 |
| Value of fidelity bond covering the plan | 2012-04-30 | $350,000 |
| Expenses. Other expenses not covered elsewhere | 2012-04-30 | $79,231 |
| Other income received | 2012-04-30 | $263,726 |
| Net income (gross income less expenses) | 2012-04-30 | $170,195 |
| Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $8,191,390 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $8,021,195 |
| Total contributions received or receivable from employer(s) | 2012-04-30 | $300,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-04-30 | $0 |
| 2011 : THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-04-30 | $1,166,390 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $215,621 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $169,371 |
| Total plan assets at end of year | 2011-04-30 | $8,021,195 |
| Total plan assets at beginning of year | 2011-04-30 | $7,070,426 |
| Value of fidelity bond covering the plan | 2011-04-30 | $350,000 |
| Expenses. Other expenses not covered elsewhere | 2011-04-30 | $46,250 |
| Other income received | 2011-04-30 | $1,166,390 |
| Net income (gross income less expenses) | 2011-04-30 | $950,769 |
| Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $8,021,195 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $7,070,426 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-04-30 | $0 |
| 2010 : THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-04-30 | $0 |
| 2022: THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-05-01 | Type of plan entity | Single employer plan |
| 2022-05-01 | Submission has been amended | No |
| 2022-05-01 | This submission is the final filing | Yes |
| 2022-05-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-05-01 | Plan is a collectively bargained plan | No |
| 2022-05-01 | Plan funding arrangement – Trust | Yes |
| 2022-05-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-05-01 | Type of plan entity | Single employer plan |
| 2021-05-01 | Submission has been amended | No |
| 2021-05-01 | This submission is the final filing | No |
| 2021-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-05-01 | Plan is a collectively bargained plan | No |
| 2021-05-01 | Plan funding arrangement – Trust | Yes |
| 2021-05-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-05-01 | Type of plan entity | Single employer plan |
| 2020-05-01 | Submission has been amended | No |
| 2020-05-01 | This submission is the final filing | No |
| 2020-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-05-01 | Plan is a collectively bargained plan | No |
| 2020-05-01 | Plan funding arrangement – Trust | Yes |
| 2020-05-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-05-01 | Type of plan entity | Single employer plan |
| 2019-05-01 | Submission has been amended | No |
| 2019-05-01 | This submission is the final filing | No |
| 2019-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-05-01 | Plan is a collectively bargained plan | No |
| 2019-05-01 | Plan funding arrangement – Trust | Yes |
| 2019-05-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-05-01 | Type of plan entity | Single employer plan |
| 2018-05-01 | Submission has been amended | No |
| 2018-05-01 | This submission is the final filing | No |
| 2018-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-05-01 | Plan is a collectively bargained plan | No |
| 2018-05-01 | Plan funding arrangement – Trust | Yes |
| 2018-05-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-05-01 | Type of plan entity | Single employer plan |
| 2017-05-01 | Submission has been amended | No |
| 2017-05-01 | This submission is the final filing | No |
| 2017-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-05-01 | Plan is a collectively bargained plan | No |
| 2017-05-01 | Plan funding arrangement – Trust | Yes |
| 2017-05-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Single employer plan |
| 2016-05-01 | Submission has been amended | No |
| 2016-05-01 | This submission is the final filing | No |
| 2016-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-05-01 | Plan is a collectively bargained plan | No |
| 2016-05-01 | Plan funding arrangement – Trust | Yes |
| 2016-05-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | Submission has been amended | No |
| 2015-05-01 | This submission is the final filing | No |
| 2015-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-05-01 | Plan is a collectively bargained plan | No |
| 2015-05-01 | Plan funding arrangement – Trust | Yes |
| 2015-05-01 | Plan benefit arrangement - Trust | Yes |
| 2014: THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Single employer plan |
| 2014-05-01 | Submission has been amended | No |
| 2014-05-01 | This submission is the final filing | No |
| 2014-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-05-01 | Plan is a collectively bargained plan | No |
| 2014-05-01 | Plan funding arrangement – Trust | Yes |
| 2014-05-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Single employer plan |
| 2013-05-01 | Submission has been amended | No |
| 2013-05-01 | This submission is the final filing | No |
| 2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-05-01 | Plan is a collectively bargained plan | No |
| 2013-05-01 | Plan funding arrangement – Trust | Yes |
| 2013-05-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Single employer plan |
| 2012-05-01 | Submission has been amended | No |
| 2012-05-01 | This submission is the final filing | No |
| 2012-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-05-01 | Plan is a collectively bargained plan | No |
| 2012-05-01 | Plan funding arrangement – Trust | Yes |
| 2012-05-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Submission has been amended | No |
| 2011-05-01 | This submission is the final filing | No |
| 2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-05-01 | Plan is a collectively bargained plan | No |
| 2011-05-01 | Plan funding arrangement – Trust | Yes |
| 2011-05-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THE FINANCIAL SERVICES ROUNDTABLE RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-05-01 | Type of plan entity | Single employer plan |
| 2009-05-01 | Submission has been amended | Yes |
| 2009-05-01 | This submission is the final filing | No |
| 2009-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-05-01 | Plan is a collectively bargained plan | No |
| 2009-05-01 | Plan funding arrangement – Trust | Yes |
| 2009-05-01 | Plan benefit arrangement - Trust | Yes |
