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THE B.O.B. 401(K) PLAN 401k Plan overview

Plan NameTHE B.O.B. 401(K) PLAN
Plan identification number 001

THE B.O.B. 401(K) PLAN 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

20 MONROE BUILDING CO, LLP has sponsored the creation of one or more 401k plans.

Company Name:20 MONROE BUILDING CO, LLP
Employer identification number (EIN):383283328
NAIC Classification:722511
NAIC Description:Full-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE B.O.B. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012013-01-01
0012012-01-01RICHARD THOMAS
0012012-01-01RICHARD THOMAS
0012011-01-01DENNIS K WEISS
0012010-01-01
0012009-01-01RICHARD THOMAS2014-12-05
0012008-01-01RICHARD THOMAS
0012007-01-01RICHARD THOMAS

Plan Statistics for THE B.O.B. 401(K) PLAN

401k plan membership statisitcs for THE B.O.B. 401(K) PLAN

Measure Date Value
2013: THE B.O.B. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01124
Total number of active participants reported on line 7a of the Form 55002013-01-01125
Number of retired or separated participants receiving benefits2013-01-0110
Total of all active and inactive participants2013-01-01135
Total participants2013-01-01135
Number of participants with account balances2013-01-0116
2012: THE B.O.B. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01137
Total number of active participants reported on line 7a of the Form 55002012-01-01114
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01124
Total participants2012-01-01124
Number of participants with account balances2012-01-0117
2011: THE B.O.B. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01123
Total number of active participants reported on line 7a of the Form 55002011-01-01126
Number of retired or separated participants receiving benefits2011-01-0111
Total of all active and inactive participants2011-01-01137
Total participants2011-01-01137
Number of participants with account balances2011-01-0116
2010: THE B.O.B. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01131
Total number of active participants reported on line 7a of the Form 55002010-01-0114
Number of other retired or separated participants entitled to future benefits2010-01-0119
Total of all active and inactive participants2010-01-0133
Total participants2010-01-0133
2008: THE B.O.B. 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01116
Total number of active participants reported on line 7a of the Form 55002008-01-0197
Number of retired or separated participants receiving benefits2008-01-0114
Total of all active and inactive participants2008-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01111
Number of participants with account balances2008-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-011
2007: THE B.O.B. 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01109
Total number of active participants reported on line 7a of the Form 55002007-01-0191
Number of other retired or separated participants entitled to future benefits2007-01-0114
Total of all active and inactive participants2007-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-01105
Number of participants with account balances2007-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-011

Financial Data on THE B.O.B. 401(K) PLAN

Measure Date Value
2014 : THE B.O.B. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$55,074
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$25,193
Value of total assets at end of year2014-12-31$436,570
Value of total assets at beginning of year2014-12-31$392,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$-70
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$25,193
Participant contributions at end of year2014-12-31$232
Participant contributions at beginning of year2014-12-31$232
Total non interest bearing cash at end of year2014-12-31$3,575
Total non interest bearing cash at beginning of year2014-12-31$1,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$44,548
Value of net assets at end of year (total assets less liabilities)2014-12-31$436,570
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$392,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$224,473
Value of interest in pooled separate accounts at beginning of year2014-12-31$189,620
Value of interest in common/collective trusts at end of year2014-12-31$192,735
Value of interest in common/collective trusts at beginning of year2014-12-31$182,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$14,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$15,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$15,015
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-70
Net investment gain/loss from pooled separate accounts2014-12-31$21,697
Net investment gain or loss from common/collective trusts2014-12-31$8,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at end of year2014-12-31$634
Employer contributions (assets) at beginning of year2014-12-31$2,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,526
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31D.K. WEISS & ASSOCIATES, PLLC
Accountancy firm EIN2014-12-31300022324
2013 : THE B.O.B. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$111,466
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$25,190
Value of total assets at end of year2013-12-31$392,022
Value of total assets at beginning of year2013-12-31$282,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$3
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$25,190
Participant contributions at end of year2013-12-31$232
Participant contributions at beginning of year2013-12-31$232
Total non interest bearing cash at end of year2013-12-31$389,289
Total non interest bearing cash at beginning of year2013-12-31$279,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$109,821
Value of net assets at end of year (total assets less liabilities)2013-12-31$392,022
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$282,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$189,620
Value of interest in pooled separate accounts at beginning of year2013-12-31$126,640
Value of interest in common/collective trusts at end of year2013-12-31$182,946
Value of interest in common/collective trusts at beginning of year2013-12-31$136,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$15,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$15,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$15,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3
Net investment gain/loss from pooled separate accounts2013-12-31$86,273
Net investment gain or loss from common/collective trusts2013-12-31$34,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$2,501
Employer contributions (assets) at beginning of year2013-12-31$2,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,645
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31D. K. WEISS & ASSOCIATES, PLLC
Accountancy firm EIN2013-12-31300022324
2012 : THE B.O.B. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$54,034
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$23,454
Value of total assets at end of year2012-12-31$282,201
Value of total assets at beginning of year2012-12-31$228,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$3
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$23,454
Participant contributions at end of year2012-12-31$232
Participant contributions at beginning of year2012-12-31$232
Total non interest bearing cash at end of year2012-12-31$279,468
Total non interest bearing cash at beginning of year2012-12-31$225,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$54,034
Value of net assets at end of year (total assets less liabilities)2012-12-31$282,201
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$228,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$126,640
Value of interest in pooled separate accounts at beginning of year2012-12-31$101,847
Value of interest in common/collective trusts at end of year2012-12-31$136,057
Value of interest in common/collective trusts at beginning of year2012-12-31$106,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$15,063
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$15,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$15,099
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3
Net investment gain/loss from pooled separate accounts2012-12-31$30,577
Net investment gain or loss from common/collective trusts2012-12-31$17,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Employer contributions (assets) at end of year2012-12-31$2,501
Employer contributions (assets) at beginning of year2012-12-31$2,501
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31D. K. WEISS & ASSOCIATES, PLLC
Accountancy firm EIN2012-12-31300022324
2011 : THE B.O.B. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$9,963
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$21,475
Value of total assets at end of year2011-12-31$228,167
Value of total assets at beginning of year2011-12-31$222,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12
Total interest from all sources2011-12-31$170
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$21,475
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$3,827
Participant contributions at end of year2011-12-31$232
Participant contributions at beginning of year2011-12-31$232
Administrative expenses (other) incurred2011-12-31$12
Total non interest bearing cash at end of year2011-12-31$225,434
Total non interest bearing cash at beginning of year2011-12-31$219,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,957
Value of net assets at end of year (total assets less liabilities)2011-12-31$228,167
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$222,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$101,847
Value of interest in pooled separate accounts at beginning of year2011-12-31$109,814
Interest on participant loans2011-12-31$167
Value of interest in common/collective trusts at end of year2011-12-31$106,780
Value of interest in common/collective trusts at beginning of year2011-12-31$101,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$15,099
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,403
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3
Net investment gain/loss from pooled separate accounts2011-12-31$-11,682
Net investment gain or loss from common/collective trusts2011-12-31$-6,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at end of year2011-12-31$2,501
Employer contributions (assets) at beginning of year2011-12-31$2,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,994
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31D. K. WEISS & ASSOCIATES, PLLC
Accountancy firm EIN2011-12-31300022324
2010 : THE B.O.B. 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$52,549
Total of all expenses incurred2010-12-31$12,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$21,361
Value of total assets at end of year2010-12-31$222,210
Value of total assets at beginning of year2010-12-31$182,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,495
Total interest from all sources2010-12-31$304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$21,361
Participant contributions at end of year2010-12-31$232
Participant contributions at beginning of year2010-12-31$232
Administrative expenses (other) incurred2010-12-31$3,495
Total non interest bearing cash at end of year2010-12-31$219,477
Total non interest bearing cash at beginning of year2010-12-31$179,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$40,032
Value of net assets at end of year (total assets less liabilities)2010-12-31$222,210
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$182,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$301
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3
Net investment gain/loss from pooled separate accounts2010-12-31$30,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$2,501
Employer contributions (assets) at beginning of year2010-12-31$2,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,022
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31D. K. WEISS & ASSOCIATES, PLLC
Accountancy firm EIN2010-12-31300022324
2008 : THE B.O.B. 401(K) PLAN 2008 401k financial data
Total income from all sources2008-12-31$-43,892
Expenses. Total of all expenses incurred2008-12-31$5,834
Total plan assets at end of year2008-12-31$119,808
Total plan assets at beginning of year2008-12-31$169,534
Total contributions received or receivable from participants2008-12-31$26,494
Other income received2008-12-31$-70,386
Net income (gross income less expenses)2008-12-31$-49,726
Net plan assets at end of year (total assets less liabilities)2008-12-31$119,808
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$169,534
Assets. Value of participant loans2008-12-31$3,248
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022008-12-31$26,523
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$5,834
2007 : THE B.O.B. 401(K) PLAN 2007 401k financial data
Transfers to/from the plan2007-12-31$971
Total income from all sources2007-12-31$49,343
Expenses. Total of all expenses incurred2007-12-31$10,613
Benefits paid (including direct rollovers)2007-12-31$4,541
Total plan assets at end of year2007-12-31$169,534
Total plan assets at beginning of year2007-12-31$129,833
Total contributions received or receivable from participants2007-12-31$24,940
Contributions received from other sources (not participants or employers)2007-12-31$737
Other income received2007-12-31$12,496
Net income (gross income less expenses)2007-12-31$38,730
Net plan assets at end of year (total assets less liabilities)2007-12-31$169,534
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$129,833
Assets. Value of participant loans2007-12-31$2,993
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022007-12-31$25,172
Total contributions received or receivable from employer(s)2007-12-31$11,170
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$6,072
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0

Form 5500 Responses for THE B.O.B. 401(K) PLAN

2013: THE B.O.B. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE B.O.B. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE B.O.B. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE B.O.B. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2008: THE B.O.B. 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: THE B.O.B. 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number10263
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number10263
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number10263
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number10263
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number10263
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number10263
Policy instance 1

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