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EMPLOYEE STOCK OPTION PLAN OF JOHN Q. BULLARD ASSOCIATES, INC. 401k Plan overview

Plan NameEMPLOYEE STOCK OPTION PLAN OF JOHN Q. BULLARD ASSOCIATES, INC.
Plan identification number 001

EMPLOYEE STOCK OPTION PLAN OF JOHN Q. BULLARD ASSOCIATES, INC. Benefits

401k Plan TypeDefined 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • 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

JOHN Q. BULLARD ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN Q. BULLARD ASSOCIATES, INC.
Employer identification number (EIN):580952539
NAIC Classification:423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE STOCK OPTION PLAN OF JOHN Q. BULLARD ASSOCIATES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RONALD KESZLER2024-09-24
0012022-01-01RONALD KESZLER2023-09-29
0012009-07-01BARBARA BEDENE-FIELDS

Financial Data on EMPLOYEE STOCK OPTION PLAN OF JOHN Q. BULLARD ASSOCIATES, INC.

Measure Date Value
2025 : EMPLOYEE STOCK OPTION PLAN OF JOHN Q. BULLARD ASSOCIATES, INC. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-112332
Net assets as of the end of the plan year2025-08-11653550
Total assets as of the beginning of the plan year2025-08-11353766
Value of plan covered by a fidelity bond2025-08-11385000
Participant contributions to plan in this plan year2025-08-11170661
Other contributions to plan in this plan year2025-08-110
Other income to plan in this plan year2025-08-1137250
Plan net income in this plan year2025-08-11299784
Net assets as of the end of the plan year2025-08-11653550
Net assets as of the beginning of the plan year2025-08-11353766
Employer contributions to plan in this plan year2025-08-1194205
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-112332
2024 : EMPLOYEE STOCK OPTION PLAN OF JOHN Q. BULLARD ASSOCIATES, INC. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-242312
Net assets as of the end of the plan year2024-09-24353766
Total assets as of the beginning of the plan year2024-09-24129460
Value of plan covered by a fidelity bond2024-09-24385000
Participant contributions to plan in this plan year2024-09-24119015
Other income to plan in this plan year2024-09-2433944
Plan net income in this plan year2024-09-24224306
Net assets as of the end of the plan year2024-09-24353766
Net assets as of the beginning of the plan year2024-09-24129460
Employer contributions to plan in this plan year2024-09-2473659
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-242312
2010 : EMPLOYEE STOCK OPTION PLAN OF JOHN Q. BULLARD ASSOCIATES, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for EMPLOYEE STOCK OPTION PLAN OF JOHN Q. BULLARD ASSOCIATES, INC.

2009: EMPLOYEE STOCK OPTION PLAN OF JOHN Q. BULLARD ASSOCIATES, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingYes
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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