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BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 401k Plan overview

Plan NameBOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN
Plan identification number 001

BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

BOYS & GIRLS CLUBS OF GREATER MILWAUKEE, INC. has sponsored the creation of one or more 401k plans.

Company Name:BOYS & GIRLS CLUBS OF GREATER MILWAUKEE, INC.
Employer identification number (EIN):390806292
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01LINDA DRUETZLER LINDA DRUETZLER2016-10-10
0012014-01-01LINDA DRUETZLER
0012013-01-01LINDA DRUETZLER
0012012-01-01LINDA DRUETZLER
0012011-01-01LINDA DRUETZLER
0012010-01-01MARC DEVILLERS
0012009-01-01SUSAN WEINERT

Plan Statistics for BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN

401k plan membership statisitcs for BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN

Measure Date Value
2022: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01946
Total number of active participants reported on line 7a of the Form 55002022-01-01961
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01117
Total of all active and inactive participants2022-01-011,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-011,080
Number of participants with account balances2022-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,154
Total number of active participants reported on line 7a of the Form 55002021-01-01811
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01133
Total of all active and inactive participants2021-01-01944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01946
Number of participants with account balances2021-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,227
Total number of active participants reported on line 7a of the Form 55002020-01-01836
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01316
Total of all active and inactive participants2020-01-011,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,154
Number of participants with account balances2020-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,084
Total number of active participants reported on line 7a of the Form 55002019-01-01927
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01298
Total of all active and inactive participants2019-01-011,225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,227
Number of participants with account balances2019-01-01535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,018
Total number of active participants reported on line 7a of the Form 55002018-01-01794
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01288
Total of all active and inactive participants2018-01-011,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,084
Number of participants with account balances2018-01-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01480
Total number of active participants reported on line 7a of the Form 55002017-01-01743
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01274
Total of all active and inactive participants2017-01-011,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,018
Number of participants with account balances2017-01-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01484
Total number of active participants reported on line 7a of the Form 55002016-01-01406
Number of retired or separated participants receiving benefits2016-01-0174
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01480
Number of participants with account balances2016-01-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01437
Total number of active participants reported on line 7a of the Form 55002015-01-01383
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0143
Total of all active and inactive participants2015-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01426
Number of participants with account balances2015-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01391
Total number of active participants reported on line 7a of the Form 55002014-01-01363
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01380
Number of participants with account balances2014-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01284
Total number of active participants reported on line 7a of the Form 55002013-01-01308
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-01309
Total participants2013-01-01309
Number of participants with account balances2013-01-01302
2012: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01309
Total number of active participants reported on line 7a of the Form 55002012-01-01284
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0145
Total of all active and inactive participants2012-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01329
Number of participants with account balances2012-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01345
Total number of active participants reported on line 7a of the Form 55002011-01-01260
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0149
Total of all active and inactive participants2011-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01309
Number of participants with account balances2011-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01332
Total number of active participants reported on line 7a of the Form 55002010-01-01242
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0161
Total of all active and inactive participants2010-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01303
Number of participants with account balances2010-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01301
Total number of active participants reported on line 7a of the Form 55002009-01-01230
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0155
Total of all active and inactive participants2009-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01285
Number of participants with account balances2009-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN

Measure Date Value
2022 : BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-684,028
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,192,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,158,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,223,914
Value of total assets at end of year2022-12-31$10,004,287
Value of total assets at beginning of year2022-12-31$11,880,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$34,148
Total interest from all sources2022-12-31$2,805
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$516,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$516,321
Administrative expenses professional fees incurred2022-12-31$34,148
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$443,282
Participant contributions at end of year2022-12-31$68,595
Participant contributions at beginning of year2022-12-31$38,559
Participant contributions at end of year2022-12-31$13,991
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$310,972
Total non interest bearing cash at end of year2022-12-31$13,850
Total non interest bearing cash at beginning of year2022-12-31$35,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,876,335
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,004,287
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,880,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,495,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,600,965
Interest on participant loans2022-12-31$2,805
Value of interest in common/collective trusts at end of year2022-12-31$402,361
Value of interest in common/collective trusts at beginning of year2022-12-31$205,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,427,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$469,660
Employer contributions (assets) at end of year2022-12-31$10,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,158,159
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SIKICH LLP
Accountancy firm EIN2022-12-31363168081
2021 : BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,669,979
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,050,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,018,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$986,664
Value of total assets at end of year2021-12-31$11,880,622
Value of total assets at beginning of year2021-12-31$10,261,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$31,549
Total interest from all sources2021-12-31$1,769
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,002,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,002,027
Administrative expenses professional fees incurred2021-12-31$31,549
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$470,891
Participant contributions at end of year2021-12-31$38,559
Participant contributions at beginning of year2021-12-31$35,503
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,371
Total non interest bearing cash at end of year2021-12-31$35,872
Total non interest bearing cash at beginning of year2021-12-31$8,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,619,495
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,880,622
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,261,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,600,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,124,624
Interest on participant loans2021-12-31$1,769
Value of interest in common/collective trusts at end of year2021-12-31$205,226
Value of interest in common/collective trusts at beginning of year2021-12-31$92,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$679,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$500,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,018,935
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31REILLY, PENNER & BENTON
Accountancy firm EIN2021-12-31390747409
2020 : BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,342,702
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,165,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,156,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$867,772
Value of total assets at end of year2020-12-31$10,261,127
Value of total assets at beginning of year2020-12-31$9,084,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,903
Total interest from all sources2020-12-31$3,004
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$525,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$525,633
Administrative expenses professional fees incurred2020-12-31$9,903
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$430,613
Participant contributions at end of year2020-12-31$35,503
Participant contributions at beginning of year2020-12-31$68,334
Participant contributions at beginning of year2020-12-31$12,695
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$16,243
Total non interest bearing cash at end of year2020-12-31$8,701
Total non interest bearing cash at beginning of year2020-12-31$3,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,176,797
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,261,127
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,084,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,124,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,915,445
Interest on participant loans2020-12-31$3,004
Value of interest in common/collective trusts at end of year2020-12-31$92,299
Value of interest in common/collective trusts at beginning of year2020-12-31$84,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$946,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$420,916
Employer contributions (assets) at beginning of year2020-12-31$453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,156,002
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31REILLY, PENNER & BENTON
Accountancy firm EIN2020-12-31390747409
2019 : BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,518,522
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$788,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$768,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$790,694
Value of total assets at end of year2019-12-31$9,084,330
Value of total assets at beginning of year2019-12-31$7,354,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,976
Total interest from all sources2019-12-31$4,176
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$461,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$461,583
Administrative expenses professional fees incurred2019-12-31$19,976
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$340,368
Participant contributions at end of year2019-12-31$68,334
Participant contributions at beginning of year2019-12-31$71,399
Participant contributions at end of year2019-12-31$12,695
Participant contributions at beginning of year2019-12-31$22,961
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$25,620
Total non interest bearing cash at end of year2019-12-31$3,041
Total non interest bearing cash at beginning of year2019-12-31$3,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,729,832
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,084,330
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,354,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,915,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,004,891
Interest on participant loans2019-12-31$4,176
Value of interest in common/collective trusts at end of year2019-12-31$84,362
Value of interest in common/collective trusts at beginning of year2019-12-31$219,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,262,015
Net investment gain or loss from common/collective trusts2019-12-31$54
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$424,706
Employer contributions (assets) at end of year2019-12-31$453
Employer contributions (assets) at beginning of year2019-12-31$32,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$768,714
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31REILLY, PENNER & BENTON
Accountancy firm EIN2019-12-31390747409
2018 : BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$282,502
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,484,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,482,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$824,641
Value of total assets at end of year2018-12-31$7,354,498
Value of total assets at beginning of year2018-12-31$8,556,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,083
Total interest from all sources2018-12-31$1,452
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$437,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$437,118
Administrative expenses professional fees incurred2018-12-31$2,083
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$351,214
Participant contributions at end of year2018-12-31$71,399
Participant contributions at beginning of year2018-12-31$21,983
Participant contributions at end of year2018-12-31$22,961
Participant contributions at beginning of year2018-12-31$22,748
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$715
Total non interest bearing cash at end of year2018-12-31$3,404
Total non interest bearing cash at beginning of year2018-12-31$2,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,201,722
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,354,498
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,556,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,004,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,345,489
Interest on participant loans2018-12-31$1,452
Value of interest in common/collective trusts at end of year2018-12-31$219,543
Value of interest in common/collective trusts at beginning of year2018-12-31$129,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-980,753
Net investment gain or loss from common/collective trusts2018-12-31$44
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$472,712
Employer contributions (assets) at end of year2018-12-31$32,300
Employer contributions (assets) at beginning of year2018-12-31$33,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,482,141
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2018-12-31390747409
2017 : BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,273,943
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,254,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,249,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$974,202
Value of total assets at end of year2017-12-31$8,556,220
Value of total assets at beginning of year2017-12-31$7,537,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,467
Total interest from all sources2017-12-31$1,107
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$316,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$316,825
Administrative expenses professional fees incurred2017-12-31$5,467
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$360,285
Participant contributions at end of year2017-12-31$21,983
Participant contributions at beginning of year2017-12-31$40,770
Participant contributions at end of year2017-12-31$22,748
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$61,470
Other income not declared elsewhere2017-12-31$34,987
Total non interest bearing cash at end of year2017-12-31$2,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,019,132
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,556,220
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,537,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,345,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,239,189
Interest on participant loans2017-12-31$1,107
Value of interest in common/collective trusts at end of year2017-12-31$129,489
Value of interest in common/collective trusts at beginning of year2017-12-31$257,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$945,771
Net investment gain or loss from common/collective trusts2017-12-31$1,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$552,447
Employer contributions (assets) at end of year2017-12-31$33,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,249,344
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2017-12-31390747409
2016 : BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,262,410
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$356,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$346,958
Expenses. Certain deemed distributions of participant loans2016-12-31$8,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$700,877
Value of total assets at end of year2016-12-31$7,537,088
Value of total assets at beginning of year2016-12-31$6,631,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,073
Total interest from all sources2016-12-31$740
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$240,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$240,149
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$248,086
Participant contributions at end of year2016-12-31$40,770
Participant contributions at beginning of year2016-12-31$31,852
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$61,960
Administrative expenses (other) incurred2016-12-31$668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$905,831
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,537,088
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,631,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$405
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,239,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,484,146
Income. Interest from loans (other than to participants)2016-12-31$740
Value of interest in common/collective trusts at end of year2016-12-31$257,129
Value of interest in common/collective trusts at beginning of year2016-12-31$115,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$310,416
Net investment gain or loss from common/collective trusts2016-12-31$10,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$390,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$346,958
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2016-12-31390747409
2015 : BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$589,667
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$524,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$523,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$641,885
Value of total assets at end of year2015-12-31$6,631,257
Value of total assets at beginning of year2015-12-31$6,565,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$913
Total interest from all sources2015-12-31$485
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$371,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$371,273
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$262,967
Participant contributions at end of year2015-12-31$31,852
Participant contributions at beginning of year2015-12-31$10,002
Other income not declared elsewhere2015-12-31$78
Administrative expenses (other) incurred2015-12-31$496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$65,281
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,631,257
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,565,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$417
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,484,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,380,662
Interest on participant loans2015-12-31$485
Value of interest in common/collective trusts at end of year2015-12-31$115,259
Value of interest in common/collective trusts at beginning of year2015-12-31$175,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-425,858
Net investment gain or loss from common/collective trusts2015-12-31$1,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$378,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$523,473
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31REILLY,PENNER & BENTON, LLP
Accountancy firm EIN2015-12-31390747409
2014 : BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$166,827
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$1,095,243
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$631,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$631,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$752,347
Value of total assets at end of year2014-12-31$6,565,976
Value of total assets at beginning of year2014-12-31$6,269,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$492
Total interest from all sources2014-12-31$202
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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$237,367
Participant contributions at end of year2014-12-31$10,002
Participant contributions at beginning of year2014-12-31$5,566
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$95,846
Other income not declared elsewhere2014-12-31$61
Administrative expenses (other) incurred2014-12-31$492
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$463,566
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,565,976
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,269,237
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$6,380,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,064,124
Interest on participant loans2014-12-31$202
Value of interest in common/collective trusts at end of year2014-12-31$175,312
Value of interest in common/collective trusts at beginning of year2014-12-31$199,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$340,437
Net investment gain or loss from common/collective trusts2014-12-31$2,196
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
Contributions received in cash from employer2014-12-31$419,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$631,185
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2014-12-31390747409
2013 : BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$115,020
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$1,685,815
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$591,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$589,657
Expenses. Certain deemed distributions of participant loans2013-12-31$1,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$677,147
Value of total assets at end of year2013-12-31$6,269,237
Value of total assets at beginning of year2013-12-31$5,289,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$177
Total interest from all sources2013-12-31$50
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$253,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$253,323
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$213,336
Participant contributions at end of year2013-12-31$5,566
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$73,673
Administrative expenses (other) incurred2013-12-31$177
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$1,094,785
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,269,237
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,289,472
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$6,064,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,289,472
Interest on participant loans2013-12-31$50
Value of interest in common/collective trusts at end of year2013-12-31$199,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$754,054
Net investment gain or loss from common/collective trusts2013-12-31$1,241
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$390,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$589,657
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2013-12-31390747409
2012 : BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K 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$1,084,974
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$715,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$715,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$494,195
Value of total assets at end of year2012-12-31$5,289,472
Value of total assets at beginning of year2012-12-31$4,919,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25
Total interest from all sources2012-12-31$590,779
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
Administrative expenses professional fees incurred2012-12-31$25
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$339,972
Amount contributed by the employer to the plan for this plan year2012-12-31$339,972
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$154,223
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$369,814
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,289,472
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,919,658
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$5,289,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,919,658
Interest earned on other investments2012-12-31$590,779
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$339,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$715,135
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2012-12-31390747409
2011 : BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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$492,931
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$387,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$387,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$552,048
Value of total assets at end of year2011-12-31$4,919,658
Value of total assets at beginning of year2011-12-31$4,814,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$45
Total interest from all sources2011-12-31$-59,117
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 bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$582,186
Amount contributed by the employer to the plan for this plan year2011-12-31$582,186
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$45
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$105,387
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,919,658
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,814,271
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$4,919,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,814,271
Interest earned on other investments2011-12-31$-59,117
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$552,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$387,499
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2011-12-31390747409
2010 : BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,100,588
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$298,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$297,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$519,537
Value of total assets at end of year2010-12-31$4,814,271
Value of total assets at beginning of year2010-12-31$4,011,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$105
Total interest from all sources2010-12-31$581,051
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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 bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$556,232
Amount contributed by the employer to the plan for this plan year2010-12-31$556,232
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
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$802,568
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,814,271
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,011,703
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,814,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,011,703
Interest earned on other investments2010-12-31$581,051
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$519,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$297,915
Contract administrator fees2010-12-31$105
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31REILLY, PENNER AND BENTON, LLP
Accountancy firm EIN2010-12-31390747409
2009 : BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$530,655
Amount contributed by the employer to the plan for this plan year2009-12-31$530,655

Form 5500 Responses for BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN

2022: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BOYS & GIRLS CLUB OF GREATER MILWAUKEE, INC. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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