401k Plan data: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST plan

BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST
Plan identification number	001

BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

BELL & COMPANY PA has sponsored the creation of one or more 401k plans.

Company Name: BELL & COMPANY PA

Employer identification number (EIN): 710550475

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LANELL STERLING LANELL STERLING 2018-10-15
001 2016-01-01 LANELL STERLING LANELL STERLING 2017-10-12
001 2015-01-01 LANELL STERLING LANELL STERLING 2016-10-15
001 2014-01-01 LANELL STERLING LANELL STERLING 2015-10-12
001 2013-01-01 LANELL STERLING LANELL STERLING 2014-10-15
001 2012-01-01 LANELL STERLING LANELL STERLING 2013-10-15
001 2011-01-01 LANELL STERLING LANELL STERLING 2012-10-15
001 2009-01-01 LANELL STERLING RICHARD BELL 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	LANELL STERLING	LANELL STERLING	2018-10-15
001	2016-01-01	LANELL STERLING	LANELL STERLING	2017-10-12
001	2015-01-01	LANELL STERLING	LANELL STERLING	2016-10-15
001	2014-01-01	LANELL STERLING	LANELL STERLING	2015-10-12
001	2013-01-01	LANELL STERLING	LANELL STERLING	2014-10-15
001	2012-01-01	LANELL STERLING	LANELL STERLING	2013-10-15
001	2011-01-01	LANELL STERLING	LANELL STERLING	2012-10-15
001	2009-01-01	LANELL STERLING	RICHARD BELL	2010-10-12

Plan Statistics for BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 41
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 41
Number of participants with account balances 2022-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 34
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 34
Number of participants with account balances 2021-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 35
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 35
Number of participants with account balances 2020-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 35
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 35
Number of participants with account balances 2019-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 34
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 34
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 31
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 31
Number of participants with account balances 2016-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 27
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 27
Number of participants with account balances 2015-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 23
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 23
Number of participants with account balances 2014-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 22
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 22
Number of participants with account balances 2013-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 21
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 21
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 26
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 26
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22
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 0
Total of all active and inactive participants 2009-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 22
Number of participants with account balances 2009-01-01 22

Measure	Date	Value
2022: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	41
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	41
Number of participants with account balances	2022-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	34
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	34
Number of participants with account balances	2021-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	35
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	35
Number of participants with account balances	2020-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	35
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	35
Number of participants with account balances	2019-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	34
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	34
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	31
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	31
Number of participants with account balances	2016-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	27
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	27
Number of participants with account balances	2015-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	23
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	23
Number of participants with account balances	2014-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	22
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	22
Number of participants with account balances	2013-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	21
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	21
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	26
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	26
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22
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	0
Total of all active and inactive participants	2009-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	22
Number of participants with account balances	2009-01-01	22

Financial Data on BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2022 : BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-391,038
Expenses. Total of all expenses incurred	2022-12-31	$676,012
Benefits paid (including direct rollovers)	2022-12-31	$672,821
Total plan assets at end of year	2022-12-31	$4,313,324
Total plan assets at beginning of year	2022-12-31	$5,380,374
Total contributions received or receivable from participants	2022-12-31	$161,701
Expenses. Other expenses not covered elsewhere	2022-12-31	$3,191
Contributions received from other sources (not participants or employers)	2022-12-31	$38,586
Other income received	2022-12-31	$-681,949
Net income (gross income less expenses)	2022-12-31	$-1,067,050
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,313,324
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,380,374
Assets. Value of real-estate (other than employer real property)	2022-12-31	$1,233,600
Total contributions received or receivable from employer(s)	2022-12-31	$90,624
2021 : BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$1,134,937
Expenses. Total of all expenses incurred	2021-12-31	$415,165
Benefits paid (including direct rollovers)	2021-12-31	$412,010
Total plan assets at end of year	2021-12-31	$5,380,374
Total plan assets at beginning of year	2021-12-31	$4,660,602
Total contributions received or receivable from participants	2021-12-31	$189,655
Expenses. Other expenses not covered elsewhere	2021-12-31	$3,155
Other income received	2021-12-31	$863,562
Net income (gross income less expenses)	2021-12-31	$719,772
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,380,374
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,660,602
Assets. Value of real-estate (other than employer real property)	2021-12-31	$1,300,800
Total contributions received or receivable from employer(s)	2021-12-31	$81,720
2020 : BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$687,915
Expenses. Total of all expenses incurred	2020-12-31	$528,292
Benefits paid (including direct rollovers)	2020-12-31	$525,025
Total plan assets at end of year	2020-12-31	$4,660,602
Total plan assets at beginning of year	2020-12-31	$4,500,979
Total contributions received or receivable from participants	2020-12-31	$133,734
Expenses. Other expenses not covered elsewhere	2020-12-31	$3,267
Contributions received from other sources (not participants or employers)	2020-12-31	$39,539
Other income received	2020-12-31	$477,391
Net income (gross income less expenses)	2020-12-31	$159,623
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,660,602
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,500,979
Assets. Value of real-estate (other than employer real property)	2020-12-31	$1,097,800
Total contributions received or receivable from employer(s)	2020-12-31	$37,251
2019 : BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$1,041,499
Expenses. Total of all expenses incurred	2019-12-31	$318,079
Benefits paid (including direct rollovers)	2019-12-31	$308,715
Total plan assets at end of year	2019-12-31	$4,500,979
Total plan assets at beginning of year	2019-12-31	$3,777,559
Total contributions received or receivable from participants	2019-12-31	$173,042
Expenses. Other expenses not covered elsewhere	2019-12-31	$9,364
Other income received	2019-12-31	$756,442
Net income (gross income less expenses)	2019-12-31	$723,420
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,500,979
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,777,559
Assets. Value of real-estate (other than employer real property)	2019-12-31	$1,101,700
Total contributions received or receivable from employer(s)	2019-12-31	$112,015
2018 : BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-29,318
Expenses. Total of all expenses incurred	2018-12-31	$458,216
Benefits paid (including direct rollovers)	2018-12-31	$423,901
Total plan assets at end of year	2018-12-31	$3,777,559
Total plan assets at beginning of year	2018-12-31	$4,265,093
Value of fidelity bond covering the plan	2018-12-31	$750,000
Total contributions received or receivable from participants	2018-12-31	$196,602
Expenses. Other expenses not covered elsewhere	2018-12-31	$34,315
Other income received	2018-12-31	$-339,870
Net income (gross income less expenses)	2018-12-31	$-487,534
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,777,559
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,265,093
Assets. Value of real-estate (other than employer real property)	2018-12-31	$1,077,598
Total contributions received or receivable from employer(s)	2018-12-31	$113,950
2017 : BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$558,605
Expenses. Total of all expenses incurred	2017-12-31	$44,042
Benefits paid (including direct rollovers)	2017-12-31	$2,928
Total plan assets at end of year	2017-12-31	$4,265,093
Total plan assets at beginning of year	2017-12-31	$3,750,530
Value of fidelity bond covering the plan	2017-12-31	$750,000
Total contributions received or receivable from participants	2017-12-31	$208,919
Expenses. Other expenses not covered elsewhere	2017-12-31	$41,114
Other income received	2017-12-31	$232,137
Net income (gross income less expenses)	2017-12-31	$514,563
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,265,093
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,750,530
Assets. Value of real-estate (other than employer real property)	2017-12-31	$1,021,400
Total contributions received or receivable from employer(s)	2017-12-31	$117,549
2016 : BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$554,377
Expenses. Total of all expenses incurred	2016-12-31	$192,613
Benefits paid (including direct rollovers)	2016-12-31	$191,456
Total plan assets at end of year	2016-12-31	$3,750,530
Total plan assets at beginning of year	2016-12-31	$3,388,766
Value of fidelity bond covering the plan	2016-12-31	$750,000
Total contributions received or receivable from participants	2016-12-31	$207,793
Expenses. Other expenses not covered elsewhere	2016-12-31	$1,157
Other income received	2016-12-31	$238,834
Net income (gross income less expenses)	2016-12-31	$361,764
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,750,530
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,388,766
Assets. Value of real-estate (other than employer real property)	2016-12-31	$996,000
Total contributions received or receivable from employer(s)	2016-12-31	$107,750
2015 : BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$487,801
Expenses. Total of all expenses incurred	2015-12-31	$40,828
Benefits paid (including direct rollovers)	2015-12-31	$39,676
Total plan assets at end of year	2015-12-31	$3,388,766
Total plan assets at beginning of year	2015-12-31	$2,941,793
Total contributions received or receivable from participants	2015-12-31	$188,730
Expenses. Other expenses not covered elsewhere	2015-12-31	$1,152
Contributions received from other sources (not participants or employers)	2015-12-31	$26,825
Other income received	2015-12-31	$196,085
Net income (gross income less expenses)	2015-12-31	$446,973
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,388,766
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,941,793
Total contributions received or receivable from employer(s)	2015-12-31	$76,161
2014 : BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$352,795
Expenses. Total of all expenses incurred	2014-12-31	$38,028
Benefits paid (including direct rollovers)	2014-12-31	$31,389
Total plan assets at end of year	2014-12-31	$2,941,793
Total plan assets at beginning of year	2014-12-31	$2,627,026
Total contributions received or receivable from participants	2014-12-31	$155,100
Expenses. Other expenses not covered elsewhere	2014-12-31	$6,639
Other income received	2014-12-31	$131,191
Net income (gross income less expenses)	2014-12-31	$314,767
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,941,793
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,627,026
Total contributions received or receivable from employer(s)	2014-12-31	$66,504
2013 : BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$875,992
Expenses. Total of all expenses incurred	2013-12-31	$118,640
Benefits paid (including direct rollovers)	2013-12-31	$113,412
Total plan assets at end of year	2013-12-31	$2,627,026
Total plan assets at beginning of year	2013-12-31	$1,869,674
Value of fidelity bond covering the plan	2013-12-31	$265,000
Total contributions received or receivable from participants	2013-12-31	$140,484
Expenses. Other expenses not covered elsewhere	2013-12-31	$5,228
Contributions received from other sources (not participants or employers)	2013-12-31	$114,256
Other income received	2013-12-31	$560,944
Net income (gross income less expenses)	2013-12-31	$757,352
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,627,026
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,869,674
Total contributions received or receivable from employer(s)	2013-12-31	$60,308
2012 : BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$-10,447
Total income from all sources	2012-12-31	$246,978
Expenses. Total of all expenses incurred	2012-12-31	$1,713
Total plan assets at end of year	2012-12-31	$1,869,674
Total plan assets at beginning of year	2012-12-31	$1,634,856
Total contributions received or receivable from participants	2012-12-31	$133,006
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,713
Other income received	2012-12-31	$58,167
Net income (gross income less expenses)	2012-12-31	$245,265
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,869,674
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,634,856
Total contributions received or receivable from employer(s)	2012-12-31	$55,805
2011 : BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$-10,324
Total income from all sources	2011-12-31	$350,559
Expenses. Total of all expenses incurred	2011-12-31	$5,191
Total plan assets at end of year	2011-12-31	$1,634,856
Total plan assets at beginning of year	2011-12-31	$1,299,812
Value of fidelity bond covering the plan	2011-12-31	$265,000
Total contributions received or receivable from participants	2011-12-31	$117,890
Expenses. Other expenses not covered elsewhere	2011-12-31	$5,191
Contributions received from other sources (not participants or employers)	2011-12-31	$169,879
Other income received	2011-12-31	$8,305
Net income (gross income less expenses)	2011-12-31	$345,368
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,634,856
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,299,812
Total contributions received or receivable from employer(s)	2011-12-31	$54,485
2010 : BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$209,281
Expenses. Total of all expenses incurred	2010-12-31	$2,486
Total plan assets at end of year	2010-12-31	$1,299,812
Total plan assets at beginning of year	2010-12-31	$1,093,017
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$121,371
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,486
Other income received	2010-12-31	$30,073
Net income (gross income less expenses)	2010-12-31	$206,795
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,299,812
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,093,017
Total contributions received or receivable from employer(s)	2010-12-31	$57,837

Form 5500 Responses for BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST

2022: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BELL & COMPANY PA
Employer identification number (EIN):	710550475
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants