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RETIREMENT SECURITY PLAN AND TRUST 401k Plan overview

Plan NameRETIREMENT SECURITY PLAN AND TRUST
Plan identification number 001

RETIREMENT SECURITY PLAN AND TRUST 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

BKJB INC has sponsored the creation of one or more 401k plans.

Company Name:BKJB INC
Employer identification number (EIN):452645009
NAIC Classification:561900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT SECURITY PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012021-01-01MONTY WALKER
0012020-01-01
0012019-01-01
0012012-01-01JEANNE B BRYANT

Financial Data on RETIREMENT SECURITY PLAN AND TRUST

Measure Date Value
2021 : RETIREMENT SECURITY PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$-2,064,805
Total income from all sources2021-12-31$16,365
Expenses. Total of all expenses incurred2021-12-31$1,003
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$2,049,443
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$5,950
Other income received2021-12-31$5,362
Net income (gross income less expenses)2021-12-31$15,362
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,049,443
Assets. Value of employer securities2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$5,053
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,003
2020 : RETIREMENT SECURITY PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-12-31$272,870
Expenses. Total of all expenses incurred2020-12-31$683
Total plan assets at end of year2020-12-31$2,049,443
Total plan assets at beginning of year2020-12-31$1,777,256
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$25,176
Other income received2020-12-31$241,578
Net income (gross income less expenses)2020-12-31$272,187
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,049,443
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,777,256
Assets. Value of employer securities2020-12-31$1,935,835
Total contributions received or receivable from employer(s)2020-12-31$6,116
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$683
2019 : RETIREMENT SECURITY PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$75,565
Total income from all sources2019-12-31$1,701,691
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$1,777,256
Total plan assets at beginning of year2019-12-31$0
Value of fidelity bond covering the plan2019-12-31$1,000,000
Other income received2019-12-31$1,701,691
Net income (gross income less expenses)2019-12-31$1,701,691
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,777,256
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$0
Assets. Value of employer securities2019-12-31$1,701,580
2012 : RETIREMENT SECURITY PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$-463,469
Expenses. Total of all expenses incurred2012-12-31$1,522
Total plan assets at end of year2012-12-31$76,378
Total plan assets at beginning of year2012-12-31$541,369
Other income received2012-12-31$-463,469
Net income (gross income less expenses)2012-12-31$-464,991
Net plan assets at end of year (total assets less liabilities)2012-12-31$76,378
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$541,369
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,522

Form 5500 Responses for RETIREMENT SECURITY PLAN AND TRUST

2021: RETIREMENT SECURITY PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
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: RETIREMENT SECURITY PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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: RETIREMENT SECURITY PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01First time form 5500 has been submittedYes
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
2012: RETIREMENT SECURITY PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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