401k Plan data: GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN plan

GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN
Plan identification number	001

GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

GEORGE AND BEV INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name: GEORGE AND BEV INCORPORATED

Employer identification number (EIN): 455396342

NAIC Classification: 488990

Additional information about GEORGE AND BEV INCORPORATED

Jurisdiction of Incorporation: North Carolina Secretary of State

Incorporation Date:

Company Identification Number: 1262330

More information about GEORGE AND BEV INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 BEVERLY ELLEN
001 2023-01-01
001 2023-01-01 BEVERLY ELLEN
001 2022-01-01
001 2022-01-01 BEVERLY ELLEN
001 2021-01-01
001 2021-01-01 BEVERLY ELLEN
001 2020-01-01
001 2019-01-01
001 2018-01-01 BEVERLY ELLEN
001 2017-01-01 BEVERLY ELLEN
001 2016-01-01 BEVERLY ELLEN
001 2015-01-01 BEVERLY ELLEN
001 2014-01-01 BEVERLY ELLEN
001 2013-01-01 BEVERLY ELLEN
001 2012-08-16 BEVERLY ELLEN

Financial Data on GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN

Measure	Date	Value
2024 : GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2024 401k financial data
Total income from all sources	2024-01-01	$-142,012
Expenses. Total of all expenses incurred	2024-01-01	$0
Total plan assets at end of year	2024-01-01	$204,429
Total plan assets at beginning of year	2024-01-01	$346,441
Total contributions received or receivable from participants	2024-01-01	$2,627
Other income received	2024-01-01	$-144,639
Net income (gross income less expenses)	2024-01-01	$-142,012
Net plan assets at end of year (total assets less liabilities)	2024-01-01	$204,429
Net plan assets at beginning of year (total assets less liabilities)	2024-01-01	$346,441
Assets. Value of employer securities	2024-01-01	$190,190
2023 : GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$-63,802
Expenses. Total of all expenses incurred	2023-12-31	$958
Benefits paid (including direct rollovers)	2023-12-31	$958
Total plan assets at end of year	2023-12-31	$346,441
Total plan assets at beginning of year	2023-12-31	$411,201
Total contributions received or receivable from participants	2023-12-31	$2,558
Other income received	2023-12-31	$-66,360
Net income (gross income less expenses)	2023-12-31	$-64,760
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$346,441
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$411,201
Assets. Value of employer securities	2023-12-31	$334,875
2022 : GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$31,094
Expenses. Total of all expenses incurred	2022-12-31	$25
Total plan assets at end of year	2022-12-31	$411,201
Total plan assets at beginning of year	2022-12-31	$380,132
Total contributions received or receivable from participants	2022-12-31	$2,493
Expenses. Other expenses not covered elsewhere	2022-12-31	$25
Other income received	2022-12-31	$28,601
Net income (gross income less expenses)	2022-12-31	$31,069
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$411,201
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$380,132
Assets. Value of employer securities	2022-12-31	$401,280
2021 : GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$-31,791
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$380,132
Total plan assets at beginning of year	2021-12-31	$411,923
Total contributions received or receivable from participants	2021-12-31	$2,404
Other income received	2021-12-31	$-34,195
Net income (gross income less expenses)	2021-12-31	$-31,791
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$380,132
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$411,923
Assets. Value of employer securities	2021-12-31	$372,685
2020 : GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$118,211
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$411,923
Total plan assets at beginning of year	2020-12-31	$293,712
Total contributions received or receivable from participants	2020-12-31	$2,211
Other income received	2020-12-31	$116,000
Net income (gross income less expenses)	2020-12-31	$118,211
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$411,923
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$293,712
Assets. Value of employer securities	2020-12-31	$406,885
2019 : GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$58,217
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$293,712
Total plan assets at beginning of year	2019-12-31	$235,495
Total contributions received or receivable from participants	2019-12-31	$2,351
Other income received	2019-12-31	$55,866
Net income (gross income less expenses)	2019-12-31	$58,217
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$293,712
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$235,495
Assets. Value of employer securities	2019-12-31	$290,890
2018 : GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$25,354
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$235,495
Total plan assets at beginning of year	2018-12-31	$210,141
Total contributions received or receivable from participants	2018-12-31	$223
Other income received	2018-12-31	$25,131
Net income (gross income less expenses)	2018-12-31	$25,354
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$235,495
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$210,141
Assets. Value of employer securities	2018-12-31	$235,030
2017 : GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$62,600
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$210,141
Total plan assets at beginning of year	2017-12-31	$147,541
Other income received	2017-12-31	$62,600
Net income (gross income less expenses)	2017-12-31	$62,600
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$210,141
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$147,541
Assets. Value of employer securities	2017-12-31	$209,900
2016 : GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$-27,100
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$147,541
Total plan assets at beginning of year	2016-12-31	$174,641
Other income received	2016-12-31	$-27,100
Net income (gross income less expenses)	2016-12-31	$-27,100
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$147,541
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$174,641
Assets. Value of employer securities	2016-12-31	$147,300
2015 : GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$43,000
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$174,641
Total plan assets at beginning of year	2015-12-31	$131,641
Other income received	2015-12-31	$43,000
Net income (gross income less expenses)	2015-12-31	$43,000
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$174,641
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$131,641
Assets. Value of employer securities	2015-12-31	$174,400
2014 : GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$70,500
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$131,641
Total plan assets at beginning of year	2014-12-31	$61,141
Other income received	2014-12-31	$70,500
Net income (gross income less expenses)	2014-12-31	$70,500
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$131,641
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$61,141
Assets. Value of employer securities	2014-12-31	$131,400
2013 : GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-29,100
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$61,141
Total plan assets at beginning of year	2013-12-31	$90,241
Other income received	2013-12-31	$-29,100
Net income (gross income less expenses)	2013-12-31	$-29,100
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$61,141
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$90,241
Assets. Value of employer securities	2013-12-31	$60,900
2012 : GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$90,266
Expenses. Total of all expenses incurred	2012-12-31	$25
Total plan assets at end of year	2012-12-31	$90,241
Total plan assets at beginning of year	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$25
Contributions received from other sources (not participants or employers)	2012-12-31	$90,266
Net income (gross income less expenses)	2012-12-31	$90,241
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$90,241
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Assets. Value of employer securities	2012-12-31	$90,000

Form 5500 Responses for GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN

2023: GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GEORGE AND BEV INCORPORATED 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-08-16	Type of plan entity	Single employer plan
2012-08-16	First time form 5500 has been submitted	Yes
2012-08-16	Submission has been amended	No
2012-08-16	This submission is the final filing	No
2012-08-16	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-08-16	Plan is a collectively bargained plan	No
2012-08-16	Plan funding arrangement – Trust	Yes
2012-08-16	Plan benefit arrangement - Trust	Yes

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Company Name:	GEORGE AND BEV INCORPORATED
Employer identification number (EIN):	455396342
NAIC Classification:	488990

Jurisdiction of Incorporation:	North Carolina Secretary of State
Incorporation Date:
Company Identification Number:	1262330

Plan id#	Filing Submission Date	Name of Administrator
001	2024-01-01	BEVERLY ELLEN
001	2023-01-01
001	2023-01-01	BEVERLY ELLEN
001	2022-01-01
001	2022-01-01	BEVERLY ELLEN
001	2021-01-01
001	2021-01-01	BEVERLY ELLEN
001	2020-01-01
001	2019-01-01
001	2018-01-01	BEVERLY ELLEN
001	2017-01-01	BEVERLY ELLEN
001	2016-01-01	BEVERLY ELLEN
001	2015-01-01	BEVERLY ELLEN
001	2014-01-01	BEVERLY ELLEN
001	2013-01-01	BEVERLY ELLEN
001	2012-08-16	BEVERLY ELLEN