401k Plan data: BOSTON FINANCIAL MANAGEMENT 401(K) PLAN plan

BOSTON FINANCIAL MANAGEMENT 401(K) PLAN 401k Plan overview

Plan Name	BOSTON FINANCIAL MANAGEMENT 401(K) PLAN
Plan identification number	001

BOSTON FINANCIAL MANAGEMENT 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

BOSTON FINANCIAL MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name: BOSTON FINANCIAL MANAGEMENT LLC

Employer identification number (EIN): 475575386

NAIC Classification: 523900

Additional information about BOSTON FINANCIAL MANAGEMENT LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5892693

More information about BOSTON FINANCIAL MANAGEMENT LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSTON FINANCIAL MANAGEMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CAROL CUSSON 2023-10-06 CAROL CUSSON 2023-10-06
001 2021-01-01 CAROL A CUSSON 2022-07-08 CAROL A CUSSON 2022-07-08
001 2020-01-01 CAROL CUSSON 2021-09-21 CAROL CUSSON 2021-09-21
001 2019-01-01 CAROL CUSSON 2020-07-22 CAROL CUSSON 2020-07-22
001 2018-01-01 CAROL CUSSON 2019-10-01 CAROL CUSSON 2019-10-01
001 2018-01-01 CAROL CUSSON 2019-10-31 CAROL CUSSON 2019-10-31
001 2017-01-01 CAROL CUSSON
001 2016-07-01 CAROL CUSSON
001 2014-07-01 CAROL CUSSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	CAROL CUSSON	2023-10-06	CAROL CUSSON	2023-10-06
001	2021-01-01	CAROL A CUSSON	2022-07-08	CAROL A CUSSON	2022-07-08
001	2020-01-01	CAROL CUSSON	2021-09-21	CAROL CUSSON	2021-09-21
001	2019-01-01	CAROL CUSSON	2020-07-22	CAROL CUSSON	2020-07-22
001	2018-01-01	CAROL CUSSON	2019-10-01	CAROL CUSSON	2019-10-01
001	2018-01-01	CAROL CUSSON	2019-10-31	CAROL CUSSON	2019-10-31
001	2017-01-01	CAROL CUSSON
001	2016-07-01	CAROL CUSSON
001	2014-07-01	CAROL CUSSON

Plan Statistics for BOSTON FINANCIAL MANAGEMENT 401(K) PLAN

401k plan membership statisitcs for BOSTON FINANCIAL MANAGEMENT 401(K) PLAN

Measure Date Value
2017: BOSTON FINANCIAL MANAGEMENT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 38
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 8
Total of all active and inactive participants 2017-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 47
Number of participants with account balances 2017-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BOSTON FINANCIAL MANAGEMENT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 45
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 44
Number of retired or separated participants receiving benefits 2016-07-01 1
Number of other retired or separated participants entitled to future benefits 2016-07-01 3
Total of all active and inactive participants 2016-07-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 48
Number of participants with account balances 2016-07-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2014: BOSTON FINANCIAL MANAGEMENT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 39
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 34
Number of retired or separated participants receiving benefits 2014-07-01 2
Number of other retired or separated participants entitled to future benefits 2014-07-01 3
Total of all active and inactive participants 2014-07-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 39
Number of participants with account balances 2014-07-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0

Measure	Date	Value
2017: BOSTON FINANCIAL MANAGEMENT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	38
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	8
Total of all active and inactive participants	2017-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	47
Number of participants with account balances	2017-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BOSTON FINANCIAL MANAGEMENT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	45
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	44
Number of retired or separated participants receiving benefits	2016-07-01	1
Number of other retired or separated participants entitled to future benefits	2016-07-01	3
Total of all active and inactive participants	2016-07-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	48
Number of participants with account balances	2016-07-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2014: BOSTON FINANCIAL MANAGEMENT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	39
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	34
Number of retired or separated participants receiving benefits	2014-07-01	2
Number of other retired or separated participants entitled to future benefits	2014-07-01	3
Total of all active and inactive participants	2014-07-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	39
Number of participants with account balances	2014-07-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0

Financial Data on BOSTON FINANCIAL MANAGEMENT 401(K) PLAN

Measure	Date	Value
2017 : BOSTON FINANCIAL MANAGEMENT 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,450,515
Expenses. Total of all expenses incurred	2017-12-31	$243,187
Benefits paid (including direct rollovers)	2017-12-31	$242,648
Total plan assets at end of year	2017-12-31	$5,639,560
Total plan assets at beginning of year	2017-12-31	$4,432,232
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$486,941
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$790,744
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,207,328
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,639,560
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,432,232
Assets. Value of participant loans	2017-12-31	$55,064
Total contributions received or receivable from employer(s)	2017-12-31	$172,830
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$539
2016 : BOSTON FINANCIAL MANAGEMENT 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$577,957
Expenses. Total of all expenses incurred	2016-12-31	$17,186
Benefits paid (including direct rollovers)	2016-12-31	$17,009
Total plan assets at end of year	2016-12-31	$4,432,232
Total plan assets at beginning of year	2016-12-31	$3,871,461
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$180,910
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$196,451
Other income received	2016-12-31	$155,230
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$560,771
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,432,232
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,871,461
Assets. Value of participant loans	2016-12-31	$28,847
Total contributions received or receivable from employer(s)	2016-12-31	$45,366
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$177
2015 : BOSTON FINANCIAL MANAGEMENT 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-06-30	$0
Total plan liabilities at end of year	2015-06-30	$0
Total plan liabilities at beginning of year	2015-06-30	$0
Total income from all sources	2015-06-30	$628,295
Expenses. Total of all expenses incurred	2015-06-30	$37,188
Benefits paid (including direct rollovers)	2015-06-30	$36,936
Total plan assets at end of year	2015-06-30	$3,935,583
Total plan assets at beginning of year	2015-06-30	$3,344,476
Value of fidelity bond covering the plan	2015-06-30	$500,000
Total contributions received or receivable from participants	2015-06-30	$385,094
Expenses. Other expenses not covered elsewhere	2015-06-30	$0
Contributions received from other sources (not participants or employers)	2015-06-30	$0
Other income received	2015-06-30	$105,097
Noncash contributions received	2015-06-30	$0
Net income (gross income less expenses)	2015-06-30	$591,107
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$3,935,583
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$3,344,476
Assets. Value of participant loans	2015-06-30	$30,695
Total contributions received or receivable from employer(s)	2015-06-30	$138,104
Value of certain deemed distributions of participant loans	2015-06-30	$0
Value of corrective distributions	2015-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$252

Form 5500 Responses for BOSTON FINANCIAL MANAGEMENT 401(K) PLAN

2017: BOSTON FINANCIAL MANAGEMENT 401(K) 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: BOSTON FINANCIAL MANAGEMENT 401(K) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2014: BOSTON FINANCIAL MANAGEMENT 401(K) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOSTON FINANCIAL MANAGEMENT LLC
Employer identification number (EIN):	475575386
NAIC Classification:	523900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5892693