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ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN
Plan identification number 002

ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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.

401k Sponsoring company profile

ROBERT S. BJEKICH has sponsored the creation of one or more 401k plans.

Company Name:ROBERT S. BJEKICH
Employer identification number (EIN):680230260
NAIC Classification:523120
NAIC Description:Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01ROBERT BJEKICH
0022016-01-01ROBERT BJEKICH
0022015-01-01ROBERT BJEKICH
0022014-01-01ROBERT BJEKICH
0022013-01-01ROBERT BJEKICH
0022012-01-01ROBERT BJEKICH
0022011-01-01ROBERT BJEKICH
0022010-01-01ROBERT BJEKICH2011-07-12

Financial Data on ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017 : ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year2017-11-30$0
Total plan liabilities at beginning of year2017-11-30$0
Total income from all sources2017-11-30$67,972
Expenses. Total of all expenses incurred2017-11-30$1,266,946
Benefits paid (including direct rollovers)2017-11-30$1,262,610
Total plan assets at end of year2017-11-30$0
Total plan assets at beginning of year2017-11-30$1,198,974
Value of fidelity bond covering the plan2017-11-30$300,000
Other income received2017-11-30$67,972
Net income (gross income less expenses)2017-11-30$-1,198,974
Net plan assets at end of year (total assets less liabilities)2017-11-30$0
Net plan assets at beginning of year (total assets less liabilities)2017-11-30$1,198,974
Assets. Value of real-estate (other than employer real property)2017-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-11-30$4,336
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-11-30$0
2016 : ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total income from all sources2016-12-31$181,670
Expenses. Total of all expenses incurred2016-12-31$21,549
Benefits paid (including direct rollovers)2016-12-31$14,891
Total plan assets at end of year2016-12-31$1,198,974
Total plan assets at beginning of year2016-12-31$1,038,853
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$78,670
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$160,121
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,198,974
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,038,853
Assets. Value of real-estate (other than employer real property)2016-12-31$163,047
Total contributions received or receivable from employer(s)2016-12-31$103,000
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$6,658
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$79,342
Expenses. Total of all expenses incurred2015-12-31$6,119
Total plan assets at end of year2015-12-31$1,038,853
Total plan assets at beginning of year2015-12-31$965,630
Value of fidelity bond covering the plan2015-12-31$300,000
Other income received2015-12-31$-23,658
Net income (gross income less expenses)2015-12-31$73,223
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,038,853
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$965,630
Assets. Value of real-estate (other than employer real property)2015-12-31$134,406
Total contributions received or receivable from employer(s)2015-12-31$103,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,119
2014 : ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$197,455
Expenses. Total of all expenses incurred2014-12-31$5,238
Total plan assets at end of year2014-12-31$965,630
Total plan assets at beginning of year2014-12-31$773,413
Value of fidelity bond covering the plan2014-12-31$300,000
Other income received2014-12-31$47,455
Net income (gross income less expenses)2014-12-31$192,217
Net plan assets at end of year (total assets less liabilities)2014-12-31$965,630
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$773,413
Assets. Value of real-estate (other than employer real property)2014-12-31$167,108
Total contributions received or receivable from employer(s)2014-12-31$150,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,238
2013 : ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$229,140
Expenses. Total of all expenses incurred2013-12-31$3,514
Total plan assets at end of year2013-12-31$773,413
Total plan assets at beginning of year2013-12-31$547,787
Value of fidelity bond covering the plan2013-12-31$150,000
Other income received2013-12-31$82,140
Net income (gross income less expenses)2013-12-31$225,626
Net plan assets at end of year (total assets less liabilities)2013-12-31$773,413
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$547,787
Assets. Value of real-estate (other than employer real property)2013-12-31$164,600
Total contributions received or receivable from employer(s)2013-12-31$147,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,514
2012 : ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$162,101
Expenses. Total of all expenses incurred2012-12-31$2,510
Total plan assets at end of year2012-12-31$547,787
Total plan assets at beginning of year2012-12-31$388,196
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$37,881
Net income (gross income less expenses)2012-12-31$159,591
Net plan assets at end of year (total assets less liabilities)2012-12-31$547,787
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$388,196
Assets. Value of real-estate (other than employer real property)2012-12-31$92,548
Total contributions received or receivable from employer(s)2012-12-31$124,220
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,510
2011 : ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$112,055
Expenses. Total of all expenses incurred2011-12-31$46,050
Benefits paid (including direct rollovers)2011-12-31$43,947
Total plan assets at end of year2011-12-31$388,196
Total plan assets at beginning of year2011-12-31$322,191
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$-2,945
Net income (gross income less expenses)2011-12-31$66,005
Net plan assets at end of year (total assets less liabilities)2011-12-31$388,196
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$322,191
Assets. Value of real-estate (other than employer real property)2011-12-31$90,950
Total contributions received or receivable from employer(s)2011-12-31$115,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,103

Form 5500 Responses for ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN

2017: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT S. BJEKICH DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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