BESORE-TAYLOR, INC. has sponsored the creation of one or more 401k plans.
Additional information about BESORE-TAYLOR, INC.
Submission information for form 5500 for 401k plan REAL ESTATE MARKETING SERVICE MONEY PURCHASE PENSION PLAN
401k plan membership statisitcs for REAL ESTATE MARKETING SERVICE MONEY PURCHASE PENSION PLAN
| Measure | Date | Value |
|---|
| 2021: REAL ESTATE MARKETING SERVICE MONEY PURCHASE PENSION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 3 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 0 |
| Total of all active and inactive participants | 2021-07-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
| Total participants | 2021-07-01 | 3 |
| Number of participants with account balances | 2021-07-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
| 2013: REAL ESTATE MARKETING SERVICE MONEY PURCHASE PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 2 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
| Total of all active and inactive participants | 2013-07-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 2 |
| Number of participants with account balances | 2013-07-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| 2012: REAL ESTATE MARKETING SERVICE MONEY PURCHASE PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 2 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 0 |
| Total of all active and inactive participants | 2012-07-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 1 |
| Total participants | 2012-07-01 | 3 |
| Number of participants with account balances | 2012-07-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
| 2011: REAL ESTATE MARKETING SERVICE MONEY PURCHASE PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 2 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
| Total of all active and inactive participants | 2011-07-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 3 |
| Number of participants with account balances | 2011-07-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| 2009: REAL ESTATE MARKETING SERVICE MONEY PURCHASE PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 2 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
| Total of all active and inactive participants | 2009-07-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 3 |
| Number of participants with account balances | 2009-07-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : REAL ESTATE MARKETING SERVICE MONEY PURCHASE PENSION PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-06-30 | $1,102,120 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $93,024 |
| Total plan assets at end of year | 2022-06-30 | $4,424,789 |
| Total plan assets at beginning of year | 2022-06-30 | $3,415,693 |
| Assets. Value of loans (other than to participants) | 2022-06-30 | $618,661 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $90,016 |
| Other income received | 2022-06-30 | $919,120 |
| Net income (gross income less expenses) | 2022-06-30 | $1,009,096 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $4,424,789 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $3,415,693 |
| Assets. Value of real-estate (other than employer real property) | 2022-06-30 | $1,692,666 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $183,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $3,008 |
| 2014 : REAL ESTATE MARKETING SERVICE MONEY PURCHASE PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $121,473 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $485,681 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $483,875 |
| Total plan assets at end of year | 2014-06-30 | $1,387,249 |
| Total plan assets at beginning of year | 2014-06-30 | $1,751,457 |
| Value of fidelity bond covering the plan | 2014-06-30 | $180,000 |
| Assets. Value of loans (other than to participants) | 2014-06-30 | $284,056 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $1,806 |
| Other income received | 2014-06-30 | $17,473 |
| Net income (gross income less expenses) | 2014-06-30 | $-364,208 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $1,387,249 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $1,751,457 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-06-30 | $620,000 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $104,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2014-06-30 | $104,000 |
| Amount contributed by the employer to the plan for this plan year | 2014-06-30 | $104,000 |
| 2013 : REAL ESTATE MARKETING SERVICE MONEY PURCHASE PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $36,145 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $41,346 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $39,306 |
| Total plan assets at end of year | 2013-06-30 | $1,751,457 |
| Total plan assets at beginning of year | 2013-06-30 | $1,756,658 |
| Value of fidelity bond covering the plan | 2013-06-30 | $1,600,000 |
| Assets. Value of loans (other than to participants) | 2013-06-30 | $37,548 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $2,040 |
| Other income received | 2013-06-30 | $-36,355 |
| Net income (gross income less expenses) | 2013-06-30 | $-5,201 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $1,751,457 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $1,756,658 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-06-30 | $705,000 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $72,500 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2013-06-30 | $72,500 |
| Amount contributed by the employer to the plan for this plan year | 2013-06-30 | $72,500 |
| 2012 : REAL ESTATE MARKETING SERVICE MONEY PURCHASE PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $32,356 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $43,257 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $43,257 |
| Total plan assets at end of year | 2012-06-30 | $1,756,658 |
| Total plan assets at beginning of year | 2012-06-30 | $1,767,559 |
| Value of fidelity bond covering the plan | 2012-06-30 | $1,600,000 |
| Assets. Value of loans (other than to participants) | 2012-06-30 | $46,449 |
| Other income received | 2012-06-30 | $2,356 |
| Net income (gross income less expenses) | 2012-06-30 | $-10,901 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $1,756,658 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,767,559 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-06-30 | $1,540,000 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $30,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2012-06-30 | $30,000 |
| Amount contributed by the employer to the plan for this plan year | 2012-06-30 | $30,000 |
| 2011 : REAL ESTATE MARKETING SERVICE MONEY PURCHASE PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $19,381 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $49,314 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $47,508 |
| Total plan assets at end of year | 2011-06-30 | $1,767,559 |
| Total plan assets at beginning of year | 2011-06-30 | $1,797,492 |
| Value of fidelity bond covering the plan | 2011-06-30 | $1,800,000 |
| Assets. Value of loans (other than to participants) | 2011-06-30 | $58,887 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $1,806 |
| Other income received | 2011-06-30 | $8,131 |
| Net income (gross income less expenses) | 2011-06-30 | $-29,933 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $1,767,559 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $1,797,492 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-06-30 | $1,610,000 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $11,250 |
| Funding deficiency by the employer to the plan for this plan year | 2011-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2011-06-30 | $11,250 |
| Amount contributed by the employer to the plan for this plan year | 2011-06-30 | $11,250 |
| 2010 : REAL ESTATE MARKETING SERVICE MONEY PURCHASE PENSION PLAN 2010 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2010-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2010-06-30 | $43,750 |
| Amount contributed by the employer to the plan for this plan year | 2010-06-30 | $43,750 |
| 2021: REAL ESTATE MARKETING SERVICE MONEY PURCHASE PENSION PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: REAL ESTATE MARKETING SERVICE MONEY PURCHASE PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: REAL ESTATE MARKETING SERVICE MONEY PURCHASE PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: REAL ESTATE MARKETING SERVICE MONEY PURCHASE PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: REAL ESTATE MARKETING SERVICE MONEY PURCHASE PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| WEST COAST LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70335 ) |
| Policy contract number | BTAYLOR |
| Policy instance | 1 |
| Insurance contract or identification number | BTAYLOR | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| WEST COAST LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70335 ) |
| Policy contract number | BTAYLOR |
| Policy instance | 1 |
| Insurance contract or identification number | BTAYLOR | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| WEST COAST LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70335 ) |
| Policy contract number | BTAYLOR |
| Policy instance | 1 |
| Insurance contract or identification number | BTAYLOR | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| WEST COAST LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70335 ) |
| Policy contract number | BTAYLOR |
| Policy instance | 1 |
| Insurance contract or identification number | BTAYLOR | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
