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Plan Name | EMPLOYEE BENEFIT PLAN OF R.G. BOND AND ASSOCIATES, INC. |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | R.G. BOND AND ASSOCIATES, INC. |
Employer identification number (EIN): | 591778677 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about R.G. BOND AND ASSOCIATES, INC.
Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
Incorporation Date: | 1977-12-21 |
Company Identification Number: | 555902 |
Legal Registered Office Address: |
800 CORPORATE DRIVE FT LAUDERDALE 33334 |
More information about R.G. BOND AND ASSOCIATES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2020-01-01 | TERRY BOND | 2022-07-05 | ||
001 | 2019-01-01 | TERRY BOND | 2020-06-25 | ||
001 | 2018-01-01 | TERRY BOND | 2019-04-17 | ||
001 | 2017-01-01 | TERRY A BOND | 2018-05-15 | TERRY A BOND | 2018-05-15 |
001 | 2016-01-01 | TERRY A BOND | 2017-04-03 | TERRY A BOND | 2017-04-03 |
001 | 2015-01-01 | TERRY A BOND | 2016-05-19 | TERRY A BOND | 2016-05-19 |
001 | 2014-01-01 | TERRY A BOND | 2015-04-09 | TERRY A BOND | 2015-04-09 |
001 | 2013-01-01 | TERRY A BOND | 2014-05-22 | TERRY A BOND | 2014-05-22 |
001 | 2012-01-01 | TERRY A BOND | 2013-05-21 | ||
001 | 2011-01-01 | TERRY A BOND | 2012-05-15 | ||
001 | 2009-01-01 | TERRY BOND |
Measure | Date | Value |
---|---|---|
2009: EMPLOYEE BENEFIT PLAN OF R.G. BOND AND ASSOCIATES, INC. 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 28 |
Number of participants with account balances | 2009-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2010 : EMPLOYEE BENEFIT PLAN OF R.G. BOND AND ASSOCIATES, INC. 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $551,360 |
Expenses. Total of all expenses incurred | 2010-12-31 | $152,611 |
Benefits paid (including direct rollovers) | 2010-12-31 | $152,611 |
Total plan assets at end of year | 2010-12-31 | $2,994,654 |
Total plan assets at beginning of year | 2010-12-31 | $2,595,905 |
Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
Total contributions received or receivable from participants | 2010-12-31 | $106,935 |
Other income received | 2010-12-31 | $326,624 |
Net income (gross income less expenses) | 2010-12-31 | $398,749 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,994,654 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,595,905 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $117,801 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : EMPLOYEE BENEFIT PLAN OF R.G. BOND AND ASSOCIATES, INC. 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2009: EMPLOYEE BENEFIT PLAN OF R.G. BOND AND ASSOCIATES, INC. 2009 form 5500 responses | ||
---|---|---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |