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BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameBELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

BELL & ANDERSON, LLC has sponsored the creation of one or more 401k plans.

Company Name:BELL & ANDERSON, LLC
Employer identification number (EIN):367244829
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01GINA M. ANDERSON
0012023-01-01
0012023-01-01GINA M. ANDERSON
0012022-01-01
0012022-01-01GINA M. ANDERSON
0012021-01-01
0012021-01-01GINA M. ANDERSON
0012020-01-01
0012019-01-01
0012018-01-01GINA M. ANDERSON
0012017-01-01GINA M. ANDERSON
0012016-01-01GINA M. ANDERSON
0012015-01-01GINA M. ANDERSON
0012014-01-01GINA M. ANDERSON
0012013-01-01GINA M. ANDERSON

Financial Data on BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total income from all sources2023-12-31$3,429,998
Expenses. Total of all expenses incurred2023-12-31$340,364
Benefits paid (including direct rollovers)2023-12-31$310,875
Total plan assets at end of year2023-12-31$14,813,455
Total plan assets at beginning of year2023-12-31$11,723,821
Total contributions received or receivable from participants2023-12-31$281,498
Assets. Value of loans (other than to participants)2023-12-31$6,692
Expenses. Other expenses not covered elsewhere2023-12-31$9,474
Other income received2023-12-31$3,088,854
Net income (gross income less expenses)2023-12-31$3,089,634
Net plan assets at end of year (total assets less liabilities)2023-12-31$14,813,455
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$11,723,821
Total contributions received or receivable from employer(s)2023-12-31$59,646
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$20,015
2022 : BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources2022-12-31$-2,767,912
Expenses. Total of all expenses incurred2022-12-31$353,631
Benefits paid (including direct rollovers)2022-12-31$329,671
Total plan assets at end of year2022-12-31$11,723,821
Total plan assets at beginning of year2022-12-31$14,845,364
Total contributions received or receivable from participants2022-12-31$230,495
Assets. Value of loans (other than to participants)2022-12-31$9,047
Expenses. Other expenses not covered elsewhere2022-12-31$3,656
Other income received2022-12-31$-3,078,673
Net income (gross income less expenses)2022-12-31$-3,121,543
Net plan assets at end of year (total assets less liabilities)2022-12-31$11,723,821
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$14,845,364
Total contributions received or receivable from employer(s)2022-12-31$80,266
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$20,304
2021 : BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources2021-12-31$3,715,158
Expenses. Total of all expenses incurred2021-12-31$234,826
Benefits paid (including direct rollovers)2021-12-31$210,422
Total plan assets at end of year2021-12-31$14,845,364
Total plan assets at beginning of year2021-12-31$11,365,032
Total contributions received or receivable from participants2021-12-31$156,964
Expenses. Other expenses not covered elsewhere2021-12-31$4,053
Other income received2021-12-31$3,484,924
Net income (gross income less expenses)2021-12-31$3,480,332
Net plan assets at end of year (total assets less liabilities)2021-12-31$14,845,364
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$11,365,032
Assets. Value of participant loans2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$73,270
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$20,351
2020 : BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources2020-12-31$2,095,467
Expenses. Total of all expenses incurred2020-12-31$16,704
Benefits paid (including direct rollovers)2020-12-31$758
Total plan assets at end of year2020-12-31$11,365,032
Total plan assets at beginning of year2020-12-31$9,286,269
Total contributions received or receivable from participants2020-12-31$166,721
Expenses. Other expenses not covered elsewhere2020-12-31$1,767
Other income received2020-12-31$1,859,362
Net income (gross income less expenses)2020-12-31$2,078,763
Net plan assets at end of year (total assets less liabilities)2020-12-31$11,365,032
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$9,286,269
Assets. Value of participant loans2020-12-31$2,334
Total contributions received or receivable from employer(s)2020-12-31$69,384
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$14,179
2019 : BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$2,453,178
Expenses. Total of all expenses incurred2019-12-31$152,148
Benefits paid (including direct rollovers)2019-12-31$133,006
Total plan assets at end of year2019-12-31$9,286,269
Total plan assets at beginning of year2019-12-31$6,985,239
Total contributions received or receivable from participants2019-12-31$189,162
Expenses. Other expenses not covered elsewhere2019-12-31$3,099
Other income received2019-12-31$2,199,784
Net income (gross income less expenses)2019-12-31$2,301,030
Net plan assets at end of year (total assets less liabilities)2019-12-31$9,286,269
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,985,239
Assets. Value of participant loans2019-12-31$704
Total contributions received or receivable from employer(s)2019-12-31$64,232
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$16,043
2018 : BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$-66,009
Expenses. Total of all expenses incurred2018-12-31$155,649
Benefits paid (including direct rollovers)2018-12-31$134,424
Total plan assets at end of year2018-12-31$6,985,239
Total plan assets at beginning of year2018-12-31$7,206,897
Total contributions received or receivable from participants2018-12-31$196,541
Expenses. Other expenses not covered elsewhere2018-12-31$2,169
Other income received2018-12-31$-318,948
Net income (gross income less expenses)2018-12-31$-221,658
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,985,239
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,206,897
Assets. Value of participant loans2018-12-31$2,407
Total contributions received or receivable from employer(s)2018-12-31$56,398
Value of certain deemed distributions of participant loans2018-12-31$2,124
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$16,932
2017 : BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$1,704,974
Expenses. Total of all expenses incurred2017-12-31$192,872
Benefits paid (including direct rollovers)2017-12-31$155,448
Total plan assets at end of year2017-12-31$7,206,897
Total plan assets at beginning of year2017-12-31$5,694,795
Total contributions received or receivable from participants2017-12-31$241,083
Expenses. Other expenses not covered elsewhere2017-12-31$22,265
Other income received2017-12-31$1,405,030
Net income (gross income less expenses)2017-12-31$1,512,102
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,206,897
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,694,795
Assets. Value of participant loans2017-12-31$5,783
Total contributions received or receivable from employer(s)2017-12-31$58,861
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$15,159
2016 : BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$846,830
Expenses. Total of all expenses incurred2016-12-31$19,437
Benefits paid (including direct rollovers)2016-12-31$4,823
Total plan assets at end of year2016-12-31$5,694,795
Total plan assets at beginning of year2016-12-31$4,867,402
Total contributions received or receivable from participants2016-12-31$270,173
Expenses. Other expenses not covered elsewhere2016-12-31$1,329
Other income received2016-12-31$472,218
Net income (gross income less expenses)2016-12-31$827,393
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,694,795
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,867,402
Assets. Value of participant loans2016-12-31$5,348
Total contributions received or receivable from employer(s)2016-12-31$104,439
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$13,285
2015 : BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$96,073
Expenses. Total of all expenses incurred2015-12-31$45,512
Benefits paid (including direct rollovers)2015-12-31$29,805
Total plan assets at end of year2015-12-31$4,867,402
Total plan assets at beginning of year2015-12-31$4,816,841
Total contributions received or receivable from participants2015-12-31$166,968
Expenses. Other expenses not covered elsewhere2015-12-31$1,634
Other income received2015-12-31$-114,640
Net income (gross income less expenses)2015-12-31$50,561
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,867,402
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,816,841
Assets. Value of participant loans2015-12-31$8,000
Total contributions received or receivable from employer(s)2015-12-31$43,745
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$14,073
2014 : BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$623,693
Expenses. Total of all expenses incurred2014-12-31$101,620
Benefits paid (including direct rollovers)2014-12-31$86,309
Total plan assets at end of year2014-12-31$4,816,841
Total plan assets at beginning of year2014-12-31$4,294,768
Total contributions received or receivable from participants2014-12-31$156,203
Expenses. Other expenses not covered elsewhere2014-12-31$15,311
Other income received2014-12-31$419,084
Net income (gross income less expenses)2014-12-31$522,073
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,816,841
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,294,768
Total contributions received or receivable from employer(s)2014-12-31$48,406
2013 : BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$968,854
Expenses. Total of all expenses incurred2013-12-31$42,586
Benefits paid (including direct rollovers)2013-12-31$21,723
Total plan assets at end of year2013-12-31$4,294,768
Total plan assets at beginning of year2013-12-31$3,368,500
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$98,907
Expenses. Other expenses not covered elsewhere2013-12-31$18,437
Other income received2013-12-31$814,178
Net income (gross income less expenses)2013-12-31$926,268
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,294,768
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,368,500
Total contributions received or receivable from employer(s)2013-12-31$55,769
Value of certain deemed distributions of participant loans2013-12-31$2,426

Form 5500 Responses for BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST

2023: BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BELL & ANDERSON 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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