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BENEFIT RECOVERY 401(K) PLAN 401k Plan overview

Plan NameBENEFIT RECOVERY 401(K) PLAN
Plan identification number 001

BENEFIT RECOVERY 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BRSI, LP has sponsored the creation of one or more 401k plans.

Company Name:BRSI, LP
Employer identification number (EIN):760558170
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFIT RECOVERY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KARYN MANIFOLD
0012016-01-01KARYN MANIFOLD
0012015-01-01KARYN MANIFOLD
0012014-01-01KARYN MANIFOLD
0012013-01-01JIMMY RHODES
0012012-01-01JIMMY RHODES
0012011-01-01JIMMY RHODES
0012010-01-01JIMMY RHODES
0012009-01-01JIMMY RHODES

Plan Statistics for BENEFIT RECOVERY 401(K) PLAN

401k plan membership statisitcs for BENEFIT RECOVERY 401(K) PLAN

Measure Date Value
2022: BENEFIT RECOVERY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01276
Total number of active participants reported on line 7a of the Form 55002022-01-01162
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0159
Total of all active and inactive participants2022-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01222
Number of participants with account balances2022-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: BENEFIT RECOVERY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01253
Total number of active participants reported on line 7a of the Form 55002021-01-01150
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0199
Total of all active and inactive participants2021-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01250
Number of participants with account balances2021-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: BENEFIT RECOVERY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01248
Total number of active participants reported on line 7a of the Form 55002020-01-01159
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0192
Total of all active and inactive participants2020-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01251
Number of participants with account balances2020-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0134
2019: BENEFIT RECOVERY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01211
Total number of active participants reported on line 7a of the Form 55002019-01-01162
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01228
Number of participants with account balances2019-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: BENEFIT RECOVERY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01196
Total number of active participants reported on line 7a of the Form 55002018-01-01151
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01202
Number of participants with account balances2018-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0121
2017: BENEFIT RECOVERY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01178
Total number of active participants reported on line 7a of the Form 55002017-01-01139
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01174
Number of participants with account balances2017-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: BENEFIT RECOVERY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01141
Total number of active participants reported on line 7a of the Form 55002016-01-01139
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01163
Number of participants with account balances2016-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: BENEFIT RECOVERY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01137
Total number of active participants reported on line 7a of the Form 55002015-01-01102
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01119
Number of participants with account balances2015-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: BENEFIT RECOVERY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01110
Total number of active participants reported on line 7a of the Form 55002014-01-01109
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01131
Number of participants with account balances2014-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BENEFIT RECOVERY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01111
Total number of active participants reported on line 7a of the Form 55002013-01-0182
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01104
Number of participants with account balances2013-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BENEFIT RECOVERY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01151
Total number of active participants reported on line 7a of the Form 55002012-01-0183
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01107
Number of participants with account balances2012-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BENEFIT RECOVERY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01185
Total number of active participants reported on line 7a of the Form 55002011-01-01127
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01151
Number of participants with account balances2011-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: BENEFIT RECOVERY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01184
Total number of active participants reported on line 7a of the Form 55002010-01-01164
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01185
Number of participants with account balances2010-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: BENEFIT RECOVERY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01148
Total number of active participants reported on line 7a of the Form 55002009-01-01168
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01184
Number of participants with account balances2009-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on BENEFIT RECOVERY 401(K) PLAN

Measure Date Value
2022 : BENEFIT RECOVERY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-610,777
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$594,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$572,242
Value of total corrective distributions2022-12-31$10,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$525,046
Value of total assets at end of year2022-12-31$4,864,476
Value of total assets at beginning of year2022-12-31$6,069,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,295
Total interest from all sources2022-12-31$5,052
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$218,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$218,066
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$425,046
Participant contributions at end of year2022-12-31$82,580
Participant contributions at beginning of year2022-12-31$114,480
Participant contributions at end of year2022-12-31$11,233
Participant contributions at beginning of year2022-12-31$15,117
Other income not declared elsewhere2022-12-31$301
Administrative expenses (other) incurred2022-12-31$11,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,205,210
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,864,476
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,069,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,599,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,783,576
Interest on participant loans2022-12-31$4,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$71,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$56,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$56,513
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,359,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$100,000
Employer contributions (assets) at end of year2022-12-31$100,000
Employer contributions (assets) at beginning of year2022-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$572,242
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : BENEFIT RECOVERY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,231,587
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$237,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$234,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$480,987
Value of total assets at end of year2021-12-31$6,069,686
Value of total assets at beginning of year2021-12-31$5,076,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,263
Total interest from all sources2021-12-31$3,590
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$441,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$441,430
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$375,523
Participant contributions at end of year2021-12-31$114,480
Participant contributions at beginning of year2021-12-31$63,984
Participant contributions at end of year2021-12-31$15,117
Participant contributions at beginning of year2021-12-31$9,584
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,464
Other income not declared elsewhere2021-12-31$208
Administrative expenses (other) incurred2021-12-31$3,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$993,598
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,069,686
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,076,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,783,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,867,474
Interest on participant loans2021-12-31$3,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$56,513
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$45,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$45,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$305,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$100,000
Employer contributions (assets) at end of year2021-12-31$100,000
Employer contributions (assets) at beginning of year2021-12-31$90,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$234,726
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : BENEFIT RECOVERY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,265,902
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$639,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$636,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$506,466
Value of total assets at end of year2020-12-31$5,076,088
Value of total assets at beginning of year2020-12-31$4,450,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,512
Total interest from all sources2020-12-31$3,059
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$132,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$132,945
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$350,675
Participant contributions at end of year2020-12-31$63,984
Participant contributions at beginning of year2020-12-31$52,227
Participant contributions at end of year2020-12-31$9,584
Participant contributions at beginning of year2020-12-31$14,442
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$65,791
Administrative expenses (other) incurred2020-12-31$3,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$625,929
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,076,088
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,450,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,867,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,204,325
Interest on participant loans2020-12-31$2,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$45,046
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$99,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$99,165
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$80
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$623,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$90,000
Employer contributions (assets) at end of year2020-12-31$90,000
Employer contributions (assets) at beginning of year2020-12-31$80,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$636,461
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : BENEFIT RECOVERY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,146,814
Total income from all sources (including contributions)2019-12-31$1,146,814
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$27,786
Total of all expenses incurred2019-12-31$27,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,846
Value of total corrective distributions2019-12-31$2,865
Value of total corrective distributions2019-12-31$2,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$376,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$376,141
Value of total assets at end of year2019-12-31$4,450,159
Value of total assets at end of year2019-12-31$4,450,159
Value of total assets at beginning of year2019-12-31$3,331,131
Value of total assets at beginning of year2019-12-31$3,331,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,075
Total interest from all sources2019-12-31$3,975
Total interest from all sources2019-12-31$3,975
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$189,360
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$189,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$189,360
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$189,360
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$450,000
Value of fidelity bond cover2019-12-31$450,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$296,141
Contributions received from participants2019-12-31$296,141
Participant contributions at end of year2019-12-31$52,227
Participant contributions at end of year2019-12-31$52,227
Participant contributions at beginning of year2019-12-31$62,252
Participant contributions at beginning of year2019-12-31$62,252
Participant contributions at end of year2019-12-31$14,442
Participant contributions at end of year2019-12-31$14,442
Participant contributions at beginning of year2019-12-31$11,552
Participant contributions at beginning of year2019-12-31$11,552
Administrative expenses (other) incurred2019-12-31$3,075
Administrative expenses (other) incurred2019-12-31$3,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,119,028
Value of net income/loss2019-12-31$1,119,028
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,450,159
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,450,159
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,331,131
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,331,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,204,325
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,204,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,088,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,088,975
Interest on participant loans2019-12-31$2,847
Interest on participant loans2019-12-31$2,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$99,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$99,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$88,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$88,352
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$88,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$88,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$577,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$577,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$80,000
Employer contributions (assets) at end of year2019-12-31$80,000
Employer contributions (assets) at end of year2019-12-31$80,000
Employer contributions (assets) at beginning of year2019-12-31$80,000
Employer contributions (assets) at beginning of year2019-12-31$80,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$21,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$21,846
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
Accountancy firm EIN2019-12-31390859910
2018 : BENEFIT RECOVERY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,693
Total income from all sources (including contributions)2018-12-31$143,746
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$103,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$98,908
Expenses. Certain deemed distributions of participant loans2018-12-31$639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$369,789
Value of total assets at end of year2018-12-31$3,331,131
Value of total assets at beginning of year2018-12-31$3,300,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,482
Total interest from all sources2018-12-31$3,883
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$231,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$231,487
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$350,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$270,807
Participant contributions at end of year2018-12-31$62,252
Participant contributions at beginning of year2018-12-31$64,372
Participant contributions at end of year2018-12-31$11,552
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$18,982
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$9,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$40,717
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,331,131
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,290,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,088,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,081,848
Interest on participant loans2018-12-31$3,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$88,352
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$93,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$93,887
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-461,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$80,000
Employer contributions (assets) at end of year2018-12-31$80,000
Employer contributions (assets) at beginning of year2018-12-31$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$98,908
Contract administrator fees2018-12-31$3,482
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : BENEFIT RECOVERY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,693
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,463
Total income from all sources (including contributions)2017-12-31$820,056
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$289,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$278,541
Value of total corrective distributions2017-12-31$9,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$331,331
Value of total assets at end of year2017-12-31$3,300,107
Value of total assets at beginning of year2017-12-31$2,772,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,066
Total interest from all sources2017-12-31$2,912
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$169,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$169,812
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$276,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$271,331
Participant contributions at end of year2017-12-31$64,372
Participant contributions at beginning of year2017-12-31$58,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$9,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$12,463
Administrative expenses (other) incurred2017-12-31$1,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$530,756
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,290,414
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,759,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,081,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,566,625
Interest on participant loans2017-12-31$2,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$93,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$86,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$86,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$316,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$60,000
Employer contributions (assets) at end of year2017-12-31$60,000
Employer contributions (assets) at beginning of year2017-12-31$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$278,541
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MIDDLETONRAINES ZAPATA, LLP
Accountancy firm EIN2017-12-31460597172
2016 : BENEFIT RECOVERY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,463
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,359
Total income from all sources (including contributions)2016-12-31$536,875
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$132,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$111,518
Expenses. Certain deemed distributions of participant loans2016-12-31$8,222
Value of total corrective distributions2016-12-31$12,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$356,511
Value of total assets at end of year2016-12-31$2,772,121
Value of total assets at beginning of year2016-12-31$2,368,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$500
Total interest from all sources2016-12-31$2,293
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$124,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$124,730
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$276,667
Participant contributions at end of year2016-12-31$58,922
Participant contributions at beginning of year2016-12-31$56,972
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$19,844
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$12,463
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$13,359
Other income not declared elsewhere2016-12-31$199
Administrative expenses (other) incurred2016-12-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$404,172
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,759,658
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,355,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,566,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,180,011
Interest on participant loans2016-12-31$2,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$86,574
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$81,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$81,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$53,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$60,000
Employer contributions (assets) at end of year2016-12-31$60,000
Employer contributions (assets) at beginning of year2016-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$111,518
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MIDDLETONRAINES ZAPATA, LLP
Accountancy firm EIN2016-12-31460597172
2015 : BENEFIT RECOVERY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,359
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$29,640
Total income from all sources (including contributions)2015-12-31$342,260
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$118,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$103,194
Value of total corrective distributions2015-12-31$13,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$329,940
Value of total assets at end of year2015-12-31$2,368,845
Value of total assets at beginning of year2015-12-31$2,161,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,418
Total interest from all sources2015-12-31$3,149
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$135,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$135,487
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$245,080
Participant contributions at end of year2015-12-31$56,972
Participant contributions at beginning of year2015-12-31$94,828
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$17,657
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$34,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$13,359
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$29,640
Administrative expenses (other) incurred2015-12-31$2,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$223,289
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,355,486
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,132,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,180,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,915,607
Interest on participant loans2015-12-31$3,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$81,862
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$83,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$83,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-126,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$50,000
Employer contributions (assets) at end of year2015-12-31$50,000
Employer contributions (assets) at beginning of year2015-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$103,194
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MIDDLETONRAINES ZAPATA, LLP
Accountancy firm EIN2015-12-31460597172
2014 : BENEFIT RECOVERY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$29,640
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,184
Total income from all sources (including contributions)2014-12-31$390,290
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$99,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$69,701
Value of total corrective distributions2014-12-31$29,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$255,507
Value of total assets at end of year2014-12-31$2,161,837
Value of total assets at beginning of year2014-12-31$1,861,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$3,514
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$215,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$205,507
Participant contributions at end of year2014-12-31$94,828
Participant contributions at beginning of year2014-12-31$48,428
Participant contributions at end of year2014-12-31$17,657
Participant contributions at beginning of year2014-12-31$7,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$29,640
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$20,184
Other income not declared elsewhere2014-12-31$131,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$290,949
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,132,197
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,841,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,915,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,687,784
Interest on participant loans2014-12-31$3,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$83,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$68,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$68,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$50,000
Employer contributions (assets) at end of year2014-12-31$50,000
Employer contributions (assets) at beginning of year2014-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$69,701
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MIDDLETONRAINES ZAPATA, LLP
Accountancy firm EIN2014-12-31460597172
2013 : BENEFIT RECOVERY 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$20,184
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$30,448
Total income from all sources (including contributions)2013-12-31$520,827
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$114,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$94,632
Value of total corrective distributions2013-12-31$20,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$221,915
Value of total assets at end of year2013-12-31$1,861,432
Value of total assets at beginning of year2013-12-31$1,465,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$1,570
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$185,000
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$171,303
Participant contributions at end of year2013-12-31$48,428
Participant contributions at beginning of year2013-12-31$39,504
Participant contributions at end of year2013-12-31$7,038
Participant contributions at beginning of year2013-12-31$25,590
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$20,184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$30,448
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$406,011
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,841,248
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,435,237
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$1,687,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,345,748
Interest on participant loans2013-12-31$1,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$68,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$54,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$54,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$297,342
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$50,612
Employer contributions (assets) at end of year2013-12-31$50,000
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$94,632
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 name2013-12-31PARMET, CHAPMAN & MADSEN, P.C.
Accountancy firm EIN2013-12-31760456668
2012 : BENEFIT RECOVERY 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$30,448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$20,437
Total income from all sources (including contributions)2012-12-31$331,247
Total loss/gain on sale of assets2012-12-31$22,446
Total of all expenses incurred2012-12-31$237,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$235,054
Expenses. Certain deemed distributions of participant loans2012-12-31$2,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$163,080
Value of total assets at end of year2012-12-31$1,465,685
Value of total assets at beginning of year2012-12-31$1,361,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,987
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$150,000
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$163,080
Participant contributions at end of year2012-12-31$39,504
Participant contributions at beginning of year2012-12-31$43,692
Participant contributions at end of year2012-12-31$25,590
Participant contributions at beginning of year2012-12-31$5,274
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$30,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$20,437
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$94,116
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,435,237
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,341,121
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,345,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,195,246
Interest on participant loans2012-12-31$1,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$54,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$117,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$117,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$143,734
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$235,054
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
Aggregate proceeds on sale of assets2012-12-31$22,446
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 name2012-12-31PARMET, CHAPMAN & MADSEN, P.C.
Accountancy firm EIN2012-12-31760456668
2011 : BENEFIT RECOVERY 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$20,437
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,248
Total income from all sources (including contributions)2011-12-31$149,015
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$176,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$176,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$170,424
Value of total assets at end of year2011-12-31$1,361,558
Value of total assets at beginning of year2011-12-31$1,377,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$30
Total interest from all sources2011-12-31$1,869
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$16,267
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$16,267
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000
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$170,424
Participant contributions at end of year2011-12-31$43,692
Participant contributions at beginning of year2011-12-31$43,079
Participant contributions at end of year2011-12-31$5,274
Participant contributions at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$20,437
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$9,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-27,100
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,341,121
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,368,221
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$1,195,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,234,652
Interest on participant loans2011-12-31$1,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$117,346
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$99,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$99,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-39,545
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$176,085
Contract administrator fees2011-12-31$30
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 name2011-12-31PARMET, CHAPMAN & MADSEN, P.C.
Accountancy firm EIN2011-12-31760456668
2010 : BENEFIT RECOVERY 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$9,248
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$364,927
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$81,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$31,513
Value of total corrective distributions2010-12-31$40,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$245,372
Value of total assets at end of year2010-12-31$1,377,469
Value of total assets at beginning of year2010-12-31$1,084,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,488
Total interest from all sources2010-12-31$2,046
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$16,586
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$16,586
Administrative expenses professional fees incurred2010-12-31$9,248
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
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$245,372
Participant contributions at end of year2010-12-31$43,079
Participant contributions at beginning of year2010-12-31$41,313
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$6,056
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$9,248
Administrative expenses (other) incurred2010-12-31$240
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$283,869
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,368,221
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,084,352
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$1,234,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$919,597
Interest on participant loans2010-12-31$2,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$99,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$71,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$71,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$100,923
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
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$45,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$31,513
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 name2010-12-31PARMET, CHAPMAN & MADSEN, P.C.
Accountancy firm EIN2010-12-31760456668
2009 : BENEFIT RECOVERY 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 BENEFIT RECOVERY 401(K) PLAN

2022: BENEFIT RECOVERY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BENEFIT RECOVERY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BENEFIT RECOVERY 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BENEFIT RECOVERY 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BENEFIT RECOVERY 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BENEFIT RECOVERY 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BENEFIT RECOVERY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BENEFIT RECOVERY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BENEFIT RECOVERY 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 filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BENEFIT RECOVERY 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: BENEFIT RECOVERY 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: BENEFIT RECOVERY 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: BENEFIT RECOVERY 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: BENEFIT RECOVERY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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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