JACOB BREUGEM has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MERRILL LYNCH RETIREMENT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2013: MERRILL LYNCH RETIREMENT PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
| Total of all active and inactive participants | 2013-01-01 | 5 |
| Total participants | 2013-01-01 | 5 |
| 2012: MERRILL LYNCH RETIREMENT PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
| Total of all active and inactive participants | 2012-01-01 | 5 |
| Total participants | 2012-01-01 | 5 |
| 2011: MERRILL LYNCH RETIREMENT PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 5 |
| Total participants | 2011-01-01 | 5 |
| 2009: MERRILL LYNCH RETIREMENT PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Total participants | 2009-01-01 | 5 |
| Measure | Date | Value |
|---|
| 2013 : MERRILL LYNCH RETIREMENT PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $48,242 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $23,796 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $23,796 |
| Total plan assets at end of year | 2013-12-31 | $271,480 |
| Total plan assets at beginning of year | 2013-12-31 | $247,034 |
| Other income received | 2013-12-31 | $32,877 |
| Net income (gross income less expenses) | 2013-12-31 | $24,446 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $271,480 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $247,034 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $15,365 |
| 2012 : MERRILL LYNCH RETIREMENT PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $25,768 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $23,796 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $23,796 |
| Total plan assets at end of year | 2012-12-31 | $247,034 |
| Total plan assets at beginning of year | 2012-12-31 | $245,063 |
| Other income received | 2012-12-31 | $25,205 |
| Net income (gross income less expenses) | 2012-12-31 | $1,972 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $247,034 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $245,063 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $563 |
| 2011 : MERRILL LYNCH RETIREMENT PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-12,106 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $23,796 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $23,796 |
| Total plan assets at end of year | 2011-12-31 | $245,063 |
| Total plan assets at beginning of year | 2011-12-31 | $280,965 |
| Other income received | 2011-12-31 | $-19,184 |
| Net income (gross income less expenses) | 2011-12-31 | $-35,902 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $245,063 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $280,965 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $7,078 |
| 2010 : MERRILL LYNCH RETIREMENT PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $28,968 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $23,796 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $23,796 |
| Total plan assets at end of year | 2010-12-31 | $286,137 |
| Total plan assets at beginning of year | 2010-12-31 | $280,965 |
| Other income received | 2010-12-31 | $21,183 |
| Net income (gross income less expenses) | 2010-12-31 | $5,172 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $286,137 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $280,965 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $7,785 |
| 2013: MERRILL LYNCH RETIREMENT PLAN & TRUST 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: MERRILL LYNCH RETIREMENT PLAN & TRUST 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 is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MERRILL LYNCH RETIREMENT PLAN & TRUST 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 |
| 2009: MERRILL LYNCH RETIREMENT PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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