BUSINESS & ESTATE ADVISERS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BUSINESS & ESTATE ADVISERS, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : BUSINESS & ESTATE ADVISERS, INC. PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-04-09 | 513847 |
| Net assets as of the end of the plan year | 2025-04-09 | 3151525 |
| Total assets as of the beginning of the plan year | 2025-04-09 | 2606679 |
| Value of plan covered by a fidelity bond | 2025-04-09 | 250000 |
| Participant contributions to plan in this plan year | 2025-04-09 | 144625 |
| Other contributions to plan in this plan year | 2025-04-09 | 461353 |
| Other income to plan in this plan year | 2025-04-09 | 398823 |
| Plan net income in this plan year | 2025-04-09 | 544846 |
| Net assets as of the end of the plan year | 2025-04-09 | 3151525 |
| Net assets as of the beginning of the plan year | 2025-04-09 | 2606679 |
| Employer contributions to plan in this plan year | 2025-04-09 | 53892 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-09 | 6894 |
| 2024 : BUSINESS & ESTATE ADVISERS, INC. PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-04-19 | 53075 |
| Net assets as of the end of the plan year | 2024-04-19 | 2606679 |
| Total assets as of the beginning of the plan year | 2024-04-19 | 2079596 |
| Value of plan covered by a fidelity bond | 2024-04-19 | 250000 |
| Participant contributions to plan in this plan year | 2024-04-19 | 129659 |
| Other contributions to plan in this plan year | 2024-04-19 | 43779 |
| Other income to plan in this plan year | 2024-04-19 | 355054 |
| Plan net income in this plan year | 2024-04-19 | 527083 |
| Net assets as of the end of the plan year | 2024-04-19 | 2606679 |
| Net assets as of the beginning of the plan year | 2024-04-19 | 2079596 |
| Employer contributions to plan in this plan year | 2024-04-19 | 51666 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-19 | 5137 |
| 2022 : BUSINESS & ESTATE ADVISERS, INC. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-04-22 | 50350 |
| Net assets as of the end of the plan year | 2022-04-22 | 2396739 |
| Total assets as of the beginning of the plan year | 2022-04-22 | 1954174 |
| Value of plan covered by a fidelity bond | 2022-04-22 | 250000 |
| Participant contributions to plan in this plan year | 2022-04-22 | 108466 |
| Other income to plan in this plan year | 2022-04-22 | 263450 |
| Plan net income in this plan year | 2022-04-22 | 442565 |
| Net assets as of the end of the plan year | 2022-04-22 | 2396739 |
| Net assets as of the beginning of the plan year | 2022-04-22 | 1954174 |
| Employer contributions to plan in this plan year | 2022-04-22 | 120999 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-22 | 2348 |
| 2014 : BUSINESS & ESTATE ADVISERS, INC. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-09-30 | $763,660 |
| Expenses. Total of all expenses incurred | 2014-09-30 | $211,145 |
| Benefits paid (including direct rollovers) | 2014-09-30 | $206,150 |
| Total plan assets at end of year | 2014-09-30 | $2,680,364 |
| Total plan assets at beginning of year | 2014-09-30 | $2,127,849 |
| Value of fidelity bond covering the plan | 2014-09-30 | $200,000 |
| Total contributions received or receivable from participants | 2014-09-30 | $93,390 |
| Contributions received from other sources (not participants or employers) | 2014-09-30 | $439,379 |
| Other income received | 2014-09-30 | $202,498 |
| Net income (gross income less expenses) | 2014-09-30 | $552,515 |
| Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $2,680,364 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $2,127,849 |
| Assets. Value of participant loans | 2014-09-30 | $7,455 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-09-30 | $50,000 |
| Total contributions received or receivable from employer(s) | 2014-09-30 | $28,393 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-09-30 | $4,995 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
| 2013 : BUSINESS & ESTATE ADVISERS, INC. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-09-30 | $402,088 |
| Expenses. Total of all expenses incurred | 2013-09-30 | $59,507 |
| Benefits paid (including direct rollovers) | 2013-09-30 | $54,416 |
| Total plan assets at end of year | 2013-09-30 | $2,127,849 |
| Total plan assets at beginning of year | 2013-09-30 | $1,785,268 |
| Value of fidelity bond covering the plan | 2013-09-30 | $200,000 |
| Total contributions received or receivable from participants | 2013-09-30 | $109,853 |
| Contributions received from other sources (not participants or employers) | 2013-09-30 | $15,588 |
| Other income received | 2013-09-30 | $248,077 |
| Net income (gross income less expenses) | 2013-09-30 | $342,581 |
| Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $2,127,849 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $1,785,268 |
| Assets. Value of participant loans | 2013-09-30 | $12,521 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-09-30 | $50,000 |
| Total contributions received or receivable from employer(s) | 2013-09-30 | $28,570 |
| Value of certain deemed distributions of participant loans | 2013-09-30 | $0 |
| Value of corrective distributions | 2013-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-09-30 | $5,091 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
| 2013: BUSINESS & ESTATE ADVISERS, INC. PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-10-01 | Type of plan entity | Single employer plan |
| 2013-10-01 | Submission has been amended | Yes |
| 2013-10-01 | This submission is the final filing | No |
| 2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-10-01 | Plan is a collectively bargained plan | No |
| 2013-10-01 | Plan funding arrangement – Insurance | Yes |
| 2013-10-01 | Plan funding arrangement – Trust | Yes |
| 2013-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-10-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BUSINESS & ESTATE ADVISERS, INC. PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | Submission has been amended | No |
| 2012-10-01 | This submission is the final filing | No |
| 2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-10-01 | Plan is a collectively bargained plan | No |
| 2012-10-01 | Plan funding arrangement – Insurance | Yes |
| 2012-10-01 | Plan funding arrangement – Trust | Yes |
| 2012-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-10-01 | Plan benefit arrangement - Trust | Yes |
