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Plan Name | BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BUREAU OF EDUCATION & RESEARCH, INC. |
Employer identification number (EIN): | 911443795 |
NAIC Classification: | 611000 |
Additional information about BUREAU OF EDUCATION & RESEARCH, INC.
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1989-03-29 |
Company Identification Number: | 601171190 |
Legal Registered Office Address: |
601 UNION ST STE 4100 SEATTLE United States of America (USA) 981011368 |
More information about BUREAU OF EDUCATION & RESEARCH, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | SHANNON HAPP | |||
001 | 2016-01-01 | SHANNON HAPP | |||
001 | 2015-01-01 | SHANNON HAPP | |||
001 | 2014-01-01 | SHANNON HAPP | |||
001 | 2013-01-01 | SHANNON HAPP | |||
001 | 2012-01-01 | RICHARD HERZBERG | RICHARD HERZBERG | 2013-06-26 | |
001 | 2011-01-01 | RICHARD HERZBERG | |||
001 | 2010-01-01 | RICHARD HERZBERG |
Measure | Date | Value |
---|---|---|
2022: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 10 |
Total of all active and inactive participants | 2022-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 41 |
Number of participants with account balances | 2022-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 10 |
Total of all active and inactive participants | 2021-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 40 |
Number of participants with account balances | 2021-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 13 |
Total of all active and inactive participants | 2020-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 39 |
Number of participants with account balances | 2020-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 13 |
Total of all active and inactive participants | 2019-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 42 |
Number of participants with account balances | 2019-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 14 |
Total of all active and inactive participants | 2018-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 39 |
Number of participants with account balances | 2018-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 16 |
Total of all active and inactive participants | 2017-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 43 |
Number of participants with account balances | 2017-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 18 |
Total of all active and inactive participants | 2016-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 42 |
Number of participants with account balances | 2016-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 14 |
Total of all active and inactive participants | 2015-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 42 |
Number of participants with account balances | 2015-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 15 |
Total of all active and inactive participants | 2014-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 50 |
Number of participants with account balances | 2014-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 16 |
Total of all active and inactive participants | 2013-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 45 |
Number of participants with account balances | 2013-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 52 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 18 |
Total of all active and inactive participants | 2012-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 50 |
Number of participants with account balances | 2012-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 15 |
Total of all active and inactive participants | 2011-01-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 52 |
Number of participants with account balances | 2011-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 14 |
Total of all active and inactive participants | 2010-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 55 |
Number of participants with account balances | 2010-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-3,982,264 |
Expenses. Total of all expenses incurred | 2022-12-31 | $136,599 |
Benefits paid (including direct rollovers) | 2022-12-31 | $122,966 |
Total plan assets at end of year | 2022-12-31 | $14,802,254 |
Total plan assets at beginning of year | 2022-12-31 | $18,921,117 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $243,681 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-4,309,440 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-4,118,863 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $14,802,254 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $18,921,117 |
Assets. Value of participant loans | 2022-12-31 | $834 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $83,495 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $13,595 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $38 |
2021 : BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $3,544,719 |
Expenses. Total of all expenses incurred | 2021-12-31 | $3,653,991 |
Benefits paid (including direct rollovers) | 2021-12-31 | $3,640,843 |
Total plan assets at end of year | 2021-12-31 | $18,921,117 |
Total plan assets at beginning of year | 2021-12-31 | $19,030,389 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $238,787 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $99,888 |
Other income received | 2021-12-31 | $3,129,581 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $-109,272 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $18,921,117 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $19,030,389 |
Assets. Value of participant loans | 2021-12-31 | $20,789 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $76,463 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $12,916 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $232 |
2020 : BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $4,256,606 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,172,446 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,170,973 |
Total plan assets at end of year | 2020-12-31 | $19,030,389 |
Total plan assets at beginning of year | 2020-12-31 | $15,946,229 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $233,139 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $3,961,791 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $3,084,160 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $19,030,389 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $15,946,229 |
Assets. Value of participant loans | 2020-12-31 | $13,577 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $61,676 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,473 |
2019 : BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $4,614,927 |
Expenses. Total of all expenses incurred | 2019-12-31 | $580,908 |
Benefits paid (including direct rollovers) | 2019-12-31 | $577,995 |
Total plan assets at end of year | 2019-12-31 | $15,946,229 |
Total plan assets at beginning of year | 2019-12-31 | $11,912,210 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $189,979 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $1,347,578 |
Other income received | 2019-12-31 | $3,015,212 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $4,034,019 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $15,946,229 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,912,210 |
Assets. Value of participant loans | 2019-12-31 | $19,532 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $62,158 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,913 |
2018 : BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-169,746 |
Expenses. Total of all expenses incurred | 2018-12-31 | $436,948 |
Benefits paid (including direct rollovers) | 2018-12-31 | $433,764 |
Total plan assets at end of year | 2018-12-31 | $11,912,210 |
Total plan assets at beginning of year | 2018-12-31 | $12,518,904 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $210,604 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-438,183 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-606,694 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $11,912,210 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,518,904 |
Assets. Value of participant loans | 2018-12-31 | $33,788 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $57,833 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,184 |
2017 : BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $2,316,791 |
Expenses. Total of all expenses incurred | 2017-12-31 | $214,866 |
Benefits paid (including direct rollovers) | 2017-12-31 | $208,659 |
Total plan assets at end of year | 2017-12-31 | $12,518,904 |
Total plan assets at beginning of year | 2017-12-31 | $10,416,979 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $213,866 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $2,045,215 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $2,101,925 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $12,518,904 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,416,979 |
Assets. Value of participant loans | 2017-12-31 | $19,282 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $57,710 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $2,820 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,387 |
2016 : BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $947,864 |
Expenses. Total of all expenses incurred | 2016-12-31 | $383,434 |
Benefits paid (including direct rollovers) | 2016-12-31 | $366,761 |
Total plan assets at end of year | 2016-12-31 | $10,416,979 |
Total plan assets at beginning of year | 2016-12-31 | $9,852,549 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $239,670 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $647,363 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $564,430 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $10,416,979 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,852,549 |
Assets. Value of participant loans | 2016-12-31 | $29,898 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $60,831 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $13,763 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,910 |
2015 : BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $441,177 |
Expenses. Total of all expenses incurred | 2015-12-31 | $707,103 |
Benefits paid (including direct rollovers) | 2015-12-31 | $704,451 |
Total plan assets at end of year | 2015-12-31 | $9,852,549 |
Total plan assets at beginning of year | 2015-12-31 | $10,118,475 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $266,503 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $114,466 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-265,926 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $9,852,549 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,118,475 |
Assets. Value of participant loans | 2015-12-31 | $40,053 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $60,208 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,652 |
2014 : BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $1,162,050 |
Expenses. Total of all expenses incurred | 2014-12-31 | $990,687 |
Benefits paid (including direct rollovers) | 2014-12-31 | $987,791 |
Total plan assets at end of year | 2014-12-31 | $10,118,475 |
Total plan assets at beginning of year | 2014-12-31 | $9,947,112 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $265,634 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $834,758 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $171,363 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $10,118,475 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,947,112 |
Assets. Value of participant loans | 2014-12-31 | $55,237 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $61,658 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,896 |
2013 : BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $2,150,384 |
Expenses. Total of all expenses incurred | 2013-12-31 | $33,433 |
Benefits paid (including direct rollovers) | 2013-12-31 | $27,121 |
Total plan assets at end of year | 2013-12-31 | $9,947,112 |
Total plan assets at beginning of year | 2013-12-31 | $7,830,161 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $248,606 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $1,859,216 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $2,116,951 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $9,947,112 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,830,161 |
Assets. Value of participant loans | 2013-12-31 | $15,250 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $42,562 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $4,640 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,672 |
2012 : BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $1,167,582 |
Expenses. Total of all expenses incurred | 2012-12-31 | $172,295 |
Benefits paid (including direct rollovers) | 2012-12-31 | $165,164 |
Total plan assets at end of year | 2012-12-31 | $7,830,161 |
Total plan assets at beginning of year | 2012-12-31 | $6,834,874 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $230,497 |
Other income received | 2012-12-31 | $872,865 |
Net income (gross income less expenses) | 2012-12-31 | $995,287 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $7,830,161 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,834,874 |
Assets. Value of participant loans | 2012-12-31 | $26,202 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $64,220 |
Value of corrective distributions | 2012-12-31 | $5,476 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,655 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $212,455 |
Expenses. Total of all expenses incurred | 2011-12-31 | $1,155,103 |
Benefits paid (including direct rollovers) | 2011-12-31 | $1,131,480 |
Total plan assets at end of year | 2011-12-31 | $6,834,874 |
Total plan assets at beginning of year | 2011-12-31 | $7,777,522 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $244,868 |
Other income received | 2011-12-31 | $-97,596 |
Net income (gross income less expenses) | 2011-12-31 | $-942,648 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,834,874 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,777,522 |
Assets. Value of participant loans | 2011-12-31 | $36,634 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $65,183 |
Value of corrective distributions | 2011-12-31 | $21,685 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,938 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $918,752 |
Expenses. Total of all expenses incurred | 2010-12-31 | $251,345 |
Benefits paid (including direct rollovers) | 2010-12-31 | $250,583 |
Total plan assets at end of year | 2010-12-31 | $7,777,522 |
Total plan assets at beginning of year | 2010-12-31 | $7,110,115 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $240,674 |
Other income received | 2010-12-31 | $678,078 |
Net income (gross income less expenses) | 2010-12-31 | $667,407 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,777,522 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,110,115 |
Assets. Value of participant loans | 2010-12-31 | $42,116 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $762 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2022: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BUREAU OF EDUCATION & RESEARCH, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |