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ROBERT BOWDEN, INC. 401(K) PLAN 401k Plan overview

Plan NameROBERT BOWDEN, INC. 401(K) PLAN
Plan identification number 001

ROBERT BOWDEN, INC. 401(K) PLAN 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.
  • 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.
  • 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

ROBERT BOWDEN, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT BOWDEN, INC.
Employer identification number (EIN):581518753
NAIC Classification:423300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT BOWDEN, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01GREGORY LUCAS
0012013-01-01GREGORY LUCAS
0012012-01-01GREGORY LUCAS
0012011-01-01GREGORY LUCAS
0012010-01-01GREGORY LUCAS
0012009-01-01GREGORY LUCAS
0012009-01-01GREGORY LUCAS GREGORY LUCAS2010-10-15
0012009-01-01GREGORY LUCAS

Plan Statistics for ROBERT BOWDEN, INC. 401(K) PLAN

401k plan membership statisitcs for ROBERT BOWDEN, INC. 401(K) PLAN

Measure Date Value
2014: ROBERT BOWDEN, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01250
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: ROBERT BOWDEN, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01225
Total number of active participants reported on line 7a of the Form 55002013-01-01200
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0140
Total of all active and inactive participants2013-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01240
Number of participants with account balances2013-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT BOWDEN, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01207
Total number of active participants reported on line 7a of the Form 55002012-01-01169
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0144
Total of all active and inactive participants2012-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01213
Number of participants with account balances2012-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT BOWDEN, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01212
Total number of active participants reported on line 7a of the Form 55002011-01-01160
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0144
Total of all active and inactive participants2011-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01204
Number of participants with account balances2011-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: ROBERT BOWDEN, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01227
Total number of active participants reported on line 7a of the Form 55002010-01-01162
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0146
Total of all active and inactive participants2010-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01208
Number of participants with account balances2010-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ROBERT BOWDEN, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01283
Total number of active participants reported on line 7a of the Form 55002009-01-01181
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01227
Number of participants with account balances2009-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on ROBERT BOWDEN, INC. 401(K) PLAN

Measure Date Value
2014 : ROBERT BOWDEN, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-01-01$0
Total transfer of assets from this plan2014-01-01$16,141,293
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-01$3,990
Total income from all sources (including contributions)2014-01-01$0
Total loss/gain on sale of assets2014-01-01$0
Total of all expenses incurred2014-01-01$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-01$0
Value of total assets at end of year2014-01-01$0
Value of total assets at beginning of year2014-01-01$16,145,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-01$0
Total interest from all sources2014-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2014-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-01No
Was this plan covered by a fidelity bond2014-01-01Yes
Value of fidelity bond cover2014-01-01$500,000
If this is an individual account plan, was there a blackout period2014-01-01No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-01-01$0
Were there any nonexempt tranactions with any party-in-interest2014-01-01No
Participant contributions at end of year2014-01-01$0
Participant contributions at beginning of year2014-01-01$231,804
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-01-01$2,799,402
Liabilities. Value of operating payables at end of year2014-01-01$0
Liabilities. Value of operating payables at beginning of year2014-01-01$3,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-01No
Value of net income/loss2014-01-01$0
Value of net assets at end of year (total assets less liabilities)2014-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2014-01-01$16,141,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-01No
Were any leases to which the plan was party in default or uncollectible2014-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-01-01$12,288,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-01-01$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-01-01$825,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-01-01$825,314
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-01No
Was there a failure to transmit to the plan any participant contributions2014-01-01No
Has the plan failed to provide any benefit when due under the plan2014-01-01No
Liabilities. Value of benefit claims payable at end of year2014-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2014-01-01$46
Did the plan have assets held for investment2014-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-01Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-01Yes
Opinion of an independent qualified public accountant for this plan2014-01-01Disclaimer
Accountancy firm name2014-01-01GRANT THORNTON, LLP
Accountancy firm EIN2014-01-01366055558
2013 : ROBERT BOWDEN, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,990
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,936
Total income from all sources (including contributions)2013-12-31$4,904,639
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$475,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$444,225
Expenses. Certain deemed distributions of participant loans2013-12-31$25,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,059,283
Value of total assets at end of year2013-12-31$16,145,283
Value of total assets at beginning of year2013-12-31$11,714,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,150
Total interest from all sources2013-12-31$10,822
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$587,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$587,604
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$255,418
Participant contributions at end of year2013-12-31$231,804
Participant contributions at beginning of year2013-12-31$336,403
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,803,865
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,799,402
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Liabilities. Value of operating payables at end of year2013-12-31$3,944
Liabilities. Value of operating payables at beginning of year2013-12-31$1,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,428,730
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,141,293
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,712,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,288,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,460,121
Interest on participant loans2013-12-31$10,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$825,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$917,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$917,975
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,246,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$444,225
Contract administrator fees2013-12-31$6,150
Liabilities. Value of benefit claims payable at end of year2013-12-31$46
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$46
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON, LLP
Accountancy firm EIN2013-12-31366055558
2012 : ROBERT BOWDEN, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,936
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,239
Total income from all sources (including contributions)2012-12-31$1,439,893
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$511,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$460,540
Expenses. Certain deemed distributions of participant loans2012-12-31$44,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$187,183
Value of total assets at end of year2012-12-31$11,714,499
Value of total assets at beginning of year2012-12-31$10,785,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,575
Total interest from all sources2012-12-31$14,950
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$287,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$287,677
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$176,183
Participant contributions at end of year2012-12-31$336,403
Participant contributions at beginning of year2012-12-31$394,817
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$11,000
Other income not declared elsewhere2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$1,890
Liabilities. Value of operating payables at beginning of year2012-12-31$1,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$928,361
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,712,563
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,784,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,460,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,424,681
Interest on participant loans2012-12-31$14,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$917,975
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$965,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$965,943
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$950,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$460,540
Contract administrator fees2012-12-31$6,575
Liabilities. Value of benefit claims payable at end of year2012-12-31$46
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$46
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON, LLP
Accountancy firm EIN2012-12-31366055558
2011 : ROBERT BOWDEN, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,239
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$981
Total income from all sources (including contributions)2011-12-31$-226,630
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$617,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$597,417
Expenses. Certain deemed distributions of participant loans2011-12-31$14,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$197,536
Value of total assets at end of year2011-12-31$10,785,441
Value of total assets at beginning of year2011-12-31$11,629,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,500
Total interest from all sources2011-12-31$16,655
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$224,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$224,863
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$173,629
Participant contributions at end of year2011-12-31$394,817
Participant contributions at beginning of year2011-12-31$411,226
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$23,907
Liabilities. Value of operating payables at end of year2011-12-31$1,193
Liabilities. Value of operating payables at beginning of year2011-12-31$981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-844,277
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,784,202
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,628,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,424,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,317,129
Interest on participant loans2011-12-31$16,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$965,943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$901,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$901,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-665,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$597,417
Contract administrator fees2011-12-31$5,500
Liabilities. Value of benefit claims payable at end of year2011-12-31$46
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON, LLP
Accountancy firm EIN2011-12-31366055558
2010 : ROBERT BOWDEN, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,029
Total income from all sources (including contributions)2010-12-31$1,188,528
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,168,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,140,859
Expenses. Certain deemed distributions of participant loans2010-12-31$20,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$207,061
Value of total assets at end of year2010-12-31$11,629,460
Value of total assets at beginning of year2010-12-31$12,613,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,125
Total interest from all sources2010-12-31$20,499
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$275,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$275,877
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$207,061
Participant contributions at end of year2010-12-31$411,226
Participant contributions at beginning of year2010-12-31$319,389
Liabilities. Value of operating payables at end of year2010-12-31$981
Liabilities. Value of operating payables at beginning of year2010-12-31$1,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-980,406
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,628,479
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,608,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,317,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,933,741
Interest on participant loans2010-12-31$20,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$901,105
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,360,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,360,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$685,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,140,859
Contract administrator fees2010-12-31$7,125
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$4,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON, LLP
Accountancy firm EIN2010-12-31366055558
2009 : ROBERT BOWDEN, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROBERT BOWDEN, INC. 401(K) PLAN

2014: ROBERT BOWDEN, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT BOWDEN, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT BOWDEN, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT BOWDEN, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT BOWDEN, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT BOWDEN, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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