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

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

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

401k Plan TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0012024-01-01LANELL STERLING
0012023-01-01
0012023-01-01LANELL STERLING
0012022-01-01
0012022-01-01LANELL STERLING
0012021-01-01
0012021-01-01LANELL STERLING
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LANELL STERLING LANELL STERLING2018-10-15
0012016-01-01LANELL STERLING LANELL STERLING2017-10-12
0012015-01-01LANELL STERLING LANELL STERLING2016-10-15
0012014-01-01LANELL STERLING LANELL STERLING2015-10-12
0012013-01-01LANELL STERLING LANELL STERLING2014-10-15
0012012-01-01LANELL STERLING LANELL STERLING2013-10-15
0012011-01-01LANELL STERLING LANELL STERLING2012-10-15
0012009-01-01LANELL STERLING RICHARD BELL2010-10-12

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

Measure Date Value
2023 : BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total income from all sources2023-12-31$1,102,110
Expenses. Total of all expenses incurred2023-12-31$175,378
Benefits paid (including direct rollovers)2023-12-31$168,233
Total plan assets at end of year2023-12-31$5,240,056
Total plan assets at beginning of year2023-12-31$4,313,324
Total contributions received or receivable from participants2023-12-31$263,793
Expenses. Other expenses not covered elsewhere2023-12-31$7,145
Contributions received from other sources (not participants or employers)2023-12-31$40,515
Other income received2023-12-31$679,320
Net income (gross income less expenses)2023-12-31$926,732
Net plan assets at end of year (total assets less liabilities)2023-12-31$5,240,056
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$4,313,324
Assets. Value of real-estate (other than employer real property)2023-12-31$1,377,635
Total contributions received or receivable from employer(s)2023-12-31$118,482
2022 : BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources2022-12-31$-391,038
Expenses. Total of all expenses incurred2022-12-31$676,012
Benefits paid (including direct rollovers)2022-12-31$672,821
Total plan assets at end of year2022-12-31$4,313,324
Total plan assets at beginning of year2022-12-31$5,380,374
Total contributions received or receivable from participants2022-12-31$161,701
Expenses. Other expenses not covered elsewhere2022-12-31$3,191
Contributions received from other sources (not participants or employers)2022-12-31$38,586
Other income received2022-12-31$-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 sources2021-12-31$1,134,937
Expenses. Total of all expenses incurred2021-12-31$415,165
Benefits paid (including direct rollovers)2021-12-31$412,010
Total plan assets at end of year2021-12-31$5,380,374
Total plan assets at beginning of year2021-12-31$4,660,602
Total contributions received or receivable from participants2021-12-31$189,655
Expenses. Other expenses not covered elsewhere2021-12-31$3,155
Other income received2021-12-31$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 sources2020-12-31$687,915
Expenses. Total of all expenses incurred2020-12-31$528,292
Benefits paid (including direct rollovers)2020-12-31$525,025
Total plan assets at end of year2020-12-31$4,660,602
Total plan assets at beginning of year2020-12-31$4,500,979
Total contributions received or receivable from participants2020-12-31$133,734
Expenses. Other expenses not covered elsewhere2020-12-31$3,267
Contributions received from other sources (not participants or employers)2020-12-31$39,539
Other income received2020-12-31$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 sources2019-12-31$1,041,499
Expenses. Total of all expenses incurred2019-12-31$318,079
Benefits paid (including direct rollovers)2019-12-31$308,715
Total plan assets at end of year2019-12-31$4,500,979
Total plan assets at beginning of year2019-12-31$3,777,559
Total contributions received or receivable from participants2019-12-31$173,042
Expenses. Other expenses not covered elsewhere2019-12-31$9,364
Other income received2019-12-31$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$112,015
2018 : BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$-29,318
Expenses. Total of all expenses incurred2018-12-31$458,216
Benefits paid (including direct rollovers)2018-12-31$423,901
Total plan assets at end of year2018-12-31$3,777,559
Total plan assets at beginning of year2018-12-31$4,265,093
Value of fidelity bond covering the plan2018-12-31$750,000
Total contributions received or receivable from participants2018-12-31$196,602
Expenses. Other expenses not covered elsewhere2018-12-31$34,315
Other income received2018-12-31$-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 sources2017-12-31$558,605
Expenses. Total of all expenses incurred2017-12-31$44,042
Benefits paid (including direct rollovers)2017-12-31$2,928
Total plan assets at end of year2017-12-31$4,265,093
Total plan assets at beginning of year2017-12-31$3,750,530
Value of fidelity bond covering the plan2017-12-31$750,000
Total contributions received or receivable from participants2017-12-31$208,919
Expenses. Other expenses not covered elsewhere2017-12-31$41,114
Other income received2017-12-31$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 sources2016-12-31$554,377
Expenses. Total of all expenses incurred2016-12-31$192,613
Benefits paid (including direct rollovers)2016-12-31$191,456
Total plan assets at end of year2016-12-31$3,750,530
Total plan assets at beginning of year2016-12-31$3,388,766
Value of fidelity bond covering the plan2016-12-31$750,000
Total contributions received or receivable from participants2016-12-31$207,793
Expenses. Other expenses not covered elsewhere2016-12-31$1,157
Other income received2016-12-31$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 sources2015-12-31$487,801
Expenses. Total of all expenses incurred2015-12-31$40,828
Benefits paid (including direct rollovers)2015-12-31$39,676
Total plan assets at end of year2015-12-31$3,388,766
Total plan assets at beginning of year2015-12-31$2,941,793
Total contributions received or receivable from participants2015-12-31$188,730
Expenses. Other expenses not covered elsewhere2015-12-31$1,152
Contributions received from other sources (not participants or employers)2015-12-31$26,825
Other income received2015-12-31$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 sources2014-12-31$352,795
Expenses. Total of all expenses incurred2014-12-31$38,028
Benefits paid (including direct rollovers)2014-12-31$31,389
Total plan assets at end of year2014-12-31$2,941,793
Total plan assets at beginning of year2014-12-31$2,627,026
Total contributions received or receivable from participants2014-12-31$155,100
Expenses. Other expenses not covered elsewhere2014-12-31$6,639
Other income received2014-12-31$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 sources2013-12-31$875,992
Expenses. Total of all expenses incurred2013-12-31$118,640
Benefits paid (including direct rollovers)2013-12-31$113,412
Total plan assets at end of year2013-12-31$2,627,026
Total plan assets at beginning of year2013-12-31$1,869,674
Value of fidelity bond covering the plan2013-12-31$265,000
Total contributions received or receivable from participants2013-12-31$140,484
Expenses. Other expenses not covered elsewhere2013-12-31$5,228
Contributions received from other sources (not participants or employers)2013-12-31$114,256
Other income received2013-12-31$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$60,308
2012 : BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$-10,447
Total income from all sources2012-12-31$246,978
Expenses. Total of all expenses incurred2012-12-31$1,713
Total plan assets at end of year2012-12-31$1,869,674
Total plan assets at beginning of year2012-12-31$1,634,856
Total contributions received or receivable from participants2012-12-31$133,006
Expenses. Other expenses not covered elsewhere2012-12-31$1,713
Other income received2012-12-31$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$55,805
2011 : BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$-10,324
Total income from all sources2011-12-31$350,559
Expenses. Total of all expenses incurred2011-12-31$5,191
Total plan assets at end of year2011-12-31$1,634,856
Total plan assets at beginning of year2011-12-31$1,299,812
Value of fidelity bond covering the plan2011-12-31$265,000
Total contributions received or receivable from participants2011-12-31$117,890
Expenses. Other expenses not covered elsewhere2011-12-31$5,191
Contributions received from other sources (not participants or employers)2011-12-31$169,879
Other income received2011-12-31$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 sources2010-12-31$209,281
Expenses. Total of all expenses incurred2010-12-31$2,486
Total plan assets at end of year2010-12-31$1,299,812
Total plan assets at beginning of year2010-12-31$1,093,017
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$121,371
Expenses. Other expenses not covered elsewhere2010-12-31$2,486
Other income received2010-12-31$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

2023: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 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: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 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: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 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: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 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: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 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: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BELL & COMPANY PA 401K PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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