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| Plan Name | RICHARD BAGDASARIAN, INC |
| Plan identification number | 502 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
|
| Company Name: | RICHARD BAGDASARIAN, INC. |
| Employer identification number (EIN): | 951976410 |
| NAIC Classification: | 111300 |
| NAIC Description: | Fruit and Tree Nut Farming |
Additional information about RICHARD BAGDASARIAN, INC.
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 1958-03-17 |
| Company Identification Number: | C0351890 |
| Legal Registered Office Address: |
65-500 Lincoln St Mecca United States of America (USA) 92254 |
More information about RICHARD BAGDASARIAN, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 502 | 2019-01-01 | BOBBIE BOZICK | 2020-03-03 | BOBBIE BOZICK | 2020-03-03 |
| 502 | 2018-01-01 | ||||
| 502 | 2017-01-01 | ||||
| 502 | 2016-01-01 | MARSCINIA ROBINSON | |||
| 502 | 2015-01-01 | MARSCINIA ROBINSON | |||
| 502 | 2014-02-01 | MARSCINIA ROBINSON | |||
| 502 | 2013-02-01 | MARSCINIA ROBINSON | |||
| 502 | 2012-02-01 | MARSCINIA ROBINSON | |||
| 502 | 2011-02-01 | MARSCINIA ROBINSON | |||
| 502 | 2009-02-01 | BOBBIE BOZICK |
| Measure | Date | Value |
|---|---|---|
| 2019: RICHARD BAGDASARIAN, INC 2019 401k membership | ||
| Total participants, beginning-of-year | 2019-01-01 | 203 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 128 |
| Total of all active and inactive participants | 2019-01-01 | 128 |
| 2018: RICHARD BAGDASARIAN, INC 2018 401k membership | ||
| Total participants, beginning-of-year | 2018-01-01 | 239 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 190 |
| Total of all active and inactive participants | 2018-01-01 | 190 |
| 2017: RICHARD BAGDASARIAN, INC 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-01-01 | 211 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 214 |
| Total of all active and inactive participants | 2017-01-01 | 214 |
| 2016: RICHARD BAGDASARIAN, INC 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-01-01 | 186 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 196 |
| 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 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 196 |
| 2015: RICHARD BAGDASARIAN, INC 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 495 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 236 |
| 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 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 236 |
| 2014: RICHARD BAGDASARIAN, INC 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-02-01 | 871 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-02-01 | 495 |
| Number of retired or separated participants receiving benefits | 2014-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-02-01 | 0 |
| Total of all active and inactive participants | 2014-02-01 | 495 |
| 2013: RICHARD BAGDASARIAN, INC 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-02-01 | 918 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 871 |
| Number of retired or separated participants receiving benefits | 2013-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-02-01 | 0 |
| Total of all active and inactive participants | 2013-02-01 | 871 |
| 2012: RICHARD BAGDASARIAN, INC 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-02-01 | 1,007 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-02-01 | 806 |
| Number of retired or separated participants receiving benefits | 2012-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-02-01 | 0 |
| Total of all active and inactive participants | 2012-02-01 | 806 |
| 2011: RICHARD BAGDASARIAN, INC 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-02-01 | 1,088 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-02-01 | 576 |
| Number of retired or separated participants receiving benefits | 2011-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-02-01 | 0 |
| Total of all active and inactive participants | 2011-02-01 | 576 |
| 2009: RICHARD BAGDASARIAN, INC 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-02-01 | 897 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-02-01 | 640 |
| Number of retired or separated participants receiving benefits | 2009-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-02-01 | 0 |
| Total of all active and inactive participants | 2009-02-01 | 640 |
| Measure | Date | Value |
|---|---|---|
| 2015 : RICHARD BAGDASARIAN, INC 2015 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $9,012 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $49,132 |
| Total income from all sources (including contributions) | 2015-12-31 | $147,222 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $155,228 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $109,166 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $147,222 |
| Value of total assets at end of year | 2015-12-31 | $11,540 |
| Value of total assets at beginning of year | 2015-12-31 | $59,666 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $46,062 |
| Total interest from all sources | 2015-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $4,300 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $30,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $9,063 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $303 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $8,526 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $14,287 |
| Total non interest bearing cash at end of year | 2015-12-31 | $11,054 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $24,821 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-8,006 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,528 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,534 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $51,943 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $137,856 |
| Employer contributions (assets) at end of year | 2015-12-31 | $486 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $34,845 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $57,223 |
| Contract administrator fees | 2015-12-31 | $41,762 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $486 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $34,845 |
| Did the plan have assets held for investment | 2015-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | KCOE ISOM, LLP |
| Accountancy firm EIN | 2015-12-31 | 480567703 |
| Total unrealized appreciation/depreciation of assets | 2015-01-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-01-31 | $49,132 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-01-31 | $67,574 |
| Total income from all sources (including contributions) | 2015-01-31 | $634,811 |
| Total loss/gain on sale of assets | 2015-01-31 | $0 |
| Total of all expenses incurred | 2015-01-31 | $625,403 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-01-31 | $485,835 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-01-31 | $634,811 |
| Value of total assets at end of year | 2015-01-31 | $59,666 |
| Value of total assets at beginning of year | 2015-01-31 | $68,700 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-01-31 | $139,568 |
| Total interest from all sources | 2015-01-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-01-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-01-31 | No |
| Administrative expenses professional fees incurred | 2015-01-31 | $2,050 |
| Was this plan covered by a fidelity bond | 2015-01-31 | Yes |
| Value of fidelity bond cover | 2015-01-31 | $30,000 |
| If this is an individual account plan, was there a blackout period | 2015-01-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-01-31 | No |
| Contributions received from participants | 2015-01-31 | $18,655 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-01-31 | $15,990 |
| Liabilities. Value of operating payables at end of year | 2015-01-31 | $14,287 |
| Liabilities. Value of operating payables at beginning of year | 2015-01-31 | $25,581 |
| Total non interest bearing cash at end of year | 2015-01-31 | $24,821 |
| Total non interest bearing cash at beginning of year | 2015-01-31 | $26,707 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-01-31 | No |
| Value of net income/loss | 2015-01-31 | $9,408 |
| Value of net assets at end of year (total assets less liabilities) | 2015-01-31 | $10,534 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-01-31 | $1,126 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-01-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-01-31 | $300,194 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-01-31 | No |
| Contributions received in cash from employer | 2015-01-31 | $600,166 |
| Employer contributions (assets) at end of year | 2015-01-31 | $34,845 |
| Employer contributions (assets) at beginning of year | 2015-01-31 | $41,993 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-01-31 | $185,641 |
| Contract administrator fees | 2015-01-31 | $137,518 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-01-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2015-01-31 | $34,845 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-01-31 | $41,993 |
| Did the plan have assets held for investment | 2015-01-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-01-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-01-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-01-31 | Unqualified |
| Accountancy firm name | 2015-01-31 | KCOE ISOM, LLP |
| Accountancy firm EIN | 2015-01-31 | 480567703 |
| 2014 : RICHARD BAGDASARIAN, INC 2014 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2014-01-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-01-31 | $67,574 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-01-31 | $88,163 |
| Total income from all sources (including contributions) | 2014-01-31 | $560,093 |
| Total loss/gain on sale of assets | 2014-01-31 | $0 |
| Total of all expenses incurred | 2014-01-31 | $560,686 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-01-31 | $418,981 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-01-31 | $560,093 |
| Value of total assets at end of year | 2014-01-31 | $68,700 |
| Value of total assets at beginning of year | 2014-01-31 | $89,882 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-01-31 | $141,705 |
| Total interest from all sources | 2014-01-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-01-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-01-31 | No |
| Administrative expenses professional fees incurred | 2014-01-31 | $1,650 |
| Was this plan covered by a fidelity bond | 2014-01-31 | Yes |
| Value of fidelity bond cover | 2014-01-31 | $30,000 |
| If this is an individual account plan, was there a blackout period | 2014-01-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-01-31 | No |
| Contributions received from participants | 2014-01-31 | $18,323 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-01-31 | $567 |
| Liabilities. Value of operating payables at end of year | 2014-01-31 | $25,581 |
| Liabilities. Value of operating payables at beginning of year | 2014-01-31 | $23,443 |
| Total non interest bearing cash at end of year | 2014-01-31 | $26,707 |
| Total non interest bearing cash at beginning of year | 2014-01-31 | $25,162 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-01-31 | No |
| Value of net income/loss | 2014-01-31 | $-593 |
| Value of net assets at end of year (total assets less liabilities) | 2014-01-31 | $1,126 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-01-31 | $1,719 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-01-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-01-31 | $271,399 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-01-31 | No |
| Contributions received in cash from employer | 2014-01-31 | $541,203 |
| Employer contributions (assets) at end of year | 2014-01-31 | $41,993 |
| Employer contributions (assets) at beginning of year | 2014-01-31 | $64,720 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-01-31 | $147,582 |
| Contract administrator fees | 2014-01-31 | $140,055 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-01-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2014-01-31 | $41,993 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-01-31 | $64,720 |
| Did the plan have assets held for investment | 2014-01-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-01-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-01-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-01-31 | Unqualified |
| Accountancy firm name | 2014-01-31 | STOUGHTON DAVIDSON ACCOUNTANCY |
| Accountancy firm EIN | 2014-01-31 | 942248751 |
| 2013 : RICHARD BAGDASARIAN, INC 2013 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2013-01-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-01-31 | $88,163 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-01-31 | $46,094 |
| Total income from all sources (including contributions) | 2013-01-31 | $494,033 |
| Total loss/gain on sale of assets | 2013-01-31 | $0 |
| Total of all expenses incurred | 2013-01-31 | $494,126 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-01-31 | $377,720 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-01-31 | $494,033 |
| Value of total assets at end of year | 2013-01-31 | $89,882 |
| Value of total assets at beginning of year | 2013-01-31 | $47,906 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-01-31 | $116,406 |
| Total interest from all sources | 2013-01-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-01-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-01-31 | No |
| Administrative expenses professional fees incurred | 2013-01-31 | $298 |
| Was this plan covered by a fidelity bond | 2013-01-31 | Yes |
| Value of fidelity bond cover | 2013-01-31 | $30,000 |
| If this is an individual account plan, was there a blackout period | 2013-01-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-01-31 | No |
| Contributions received from participants | 2013-01-31 | $21,028 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-01-31 | $1,399 |
| Liabilities. Value of operating payables at end of year | 2013-01-31 | $23,443 |
| Liabilities. Value of operating payables at beginning of year | 2013-01-31 | $17,160 |
| Total non interest bearing cash at end of year | 2013-01-31 | $25,162 |
| Total non interest bearing cash at beginning of year | 2013-01-31 | $18,972 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-01-31 | No |
| Value of net income/loss | 2013-01-31 | $-93 |
| Value of net assets at end of year (total assets less liabilities) | 2013-01-31 | $1,719 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-01-31 | $1,812 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-01-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-01-31 | $230,310 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-01-31 | No |
| Contributions received in cash from employer | 2013-01-31 | $471,606 |
| Employer contributions (assets) at end of year | 2013-01-31 | $64,720 |
| Employer contributions (assets) at beginning of year | 2013-01-31 | $28,934 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-01-31 | $147,410 |
| Contract administrator fees | 2013-01-31 | $116,108 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-01-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2013-01-31 | $64,720 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-01-31 | $28,934 |
| Did the plan have assets held for investment | 2013-01-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-01-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-01-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-01-31 | Unqualified |
| Accountancy firm name | 2013-01-31 | STOUGHTON DAVIDSON ACCOUNTANCY |
| Accountancy firm EIN | 2013-01-31 | 942248751 |
| 2012 : RICHARD BAGDASARIAN, INC 2012 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2012-01-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-01-31 | $46,094 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-01-31 | $26,672 |
| Total income from all sources (including contributions) | 2012-01-31 | $539,630 |
| Total loss/gain on sale of assets | 2012-01-31 | $0 |
| Total of all expenses incurred | 2012-01-31 | $539,172 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-01-31 | $409,977 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-01-31 | $539,630 |
| Value of total assets at end of year | 2012-01-31 | $47,906 |
| Value of total assets at beginning of year | 2012-01-31 | $28,026 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-01-31 | $129,195 |
| Total interest from all sources | 2012-01-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-01-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-01-31 | No |
| Administrative expenses professional fees incurred | 2012-01-31 | $1,765 |
| Was this plan covered by a fidelity bond | 2012-01-31 | Yes |
| Value of fidelity bond cover | 2012-01-31 | $30,000 |
| If this is an individual account plan, was there a blackout period | 2012-01-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-01-31 | No |
| Contributions received from participants | 2012-01-31 | $16,197 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-01-31 | $2,098 |
| Liabilities. Value of operating payables at end of year | 2012-01-31 | $17,160 |
| Liabilities. Value of operating payables at beginning of year | 2012-01-31 | $15,146 |
| Total non interest bearing cash at end of year | 2012-01-31 | $18,972 |
| Total non interest bearing cash at beginning of year | 2012-01-31 | $16,500 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-01-31 | No |
| Value of net income/loss | 2012-01-31 | $458 |
| Value of net assets at end of year (total assets less liabilities) | 2012-01-31 | $1,812 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-01-31 | $1,354 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-01-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-01-31 | $255,510 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-01-31 | No |
| Contributions received in cash from employer | 2012-01-31 | $521,335 |
| Employer contributions (assets) at end of year | 2012-01-31 | $28,934 |
| Employer contributions (assets) at beginning of year | 2012-01-31 | $11,526 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-01-31 | $154,467 |
| Contract administrator fees | 2012-01-31 | $127,430 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-01-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2012-01-31 | $28,934 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-01-31 | $11,526 |
| Did the plan have assets held for investment | 2012-01-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-01-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-01-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-01-31 | Unqualified |
| Accountancy firm name | 2012-01-31 | FOREST MCQUEEN CERTIFIED PUBLIC ACC |
| Accountancy firm EIN | 2012-01-31 | 941724730 |
| 2011 : RICHARD BAGDASARIAN, INC 2011 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2011-01-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-01-31 | $26,672 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-01-31 | $43,968 |
| Total income from all sources (including contributions) | 2011-01-31 | $519,268 |
| Total loss/gain on sale of assets | 2011-01-31 | $0 |
| Total of all expenses incurred | 2011-01-31 | $518,783 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-01-31 | $145,307 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-01-31 | $519,268 |
| Value of total assets at end of year | 2011-01-31 | $28,026 |
| Value of total assets at beginning of year | 2011-01-31 | $44,837 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-01-31 | $373,476 |
| Total interest from all sources | 2011-01-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-01-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-01-31 | No |
| Administrative expenses professional fees incurred | 2011-01-31 | $1,650 |
| Was this plan covered by a fidelity bond | 2011-01-31 | Yes |
| Value of fidelity bond cover | 2011-01-31 | $30,000 |
| If this is an individual account plan, was there a blackout period | 2011-01-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-01-31 | No |
| Contributions received from participants | 2011-01-31 | $15,463 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-01-31 | $2,343 |
| Administrative expenses (other) incurred | 2011-01-31 | $247,641 |
| Liabilities. Value of operating payables at end of year | 2011-01-31 | $15,146 |
| Liabilities. Value of operating payables at beginning of year | 2011-01-31 | $19,163 |
| Total non interest bearing cash at end of year | 2011-01-31 | $16,500 |
| Total non interest bearing cash at beginning of year | 2011-01-31 | $20,032 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-01-31 | No |
| Value of net income/loss | 2011-01-31 | $485 |
| Value of net assets at end of year (total assets less liabilities) | 2011-01-31 | $1,354 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-01-31 | $869 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-01-31 | No |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-01-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-01-31 | $9,908 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-01-31 | No |
| Contributions received in cash from employer | 2011-01-31 | $501,462 |
| Employer contributions (assets) at end of year | 2011-01-31 | $11,526 |
| Employer contributions (assets) at beginning of year | 2011-01-31 | $24,805 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-01-31 | $135,399 |
| Contract administrator fees | 2011-01-31 | $124,185 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-01-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2011-01-31 | $11,526 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-01-31 | $24,805 |
| Did the plan have assets held for investment | 2011-01-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-01-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-01-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-01-31 | Unqualified |
| Accountancy firm name | 2011-01-31 | FOREST MCQUEEN CERTIFIED PUBLIC ACC |
| Accountancy firm EIN | 2011-01-31 | 941724730 |
| 2019: RICHARD BAGDASARIAN, INC 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 – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: RICHARD BAGDASARIAN, INC 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 – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: RICHARD BAGDASARIAN, INC 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 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: RICHARD BAGDASARIAN, INC 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 – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: RICHARD BAGDASARIAN, INC 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: RICHARD BAGDASARIAN, INC 2014 form 5500 responses | ||
| 2014-02-01 | Type of plan entity | Single employer plan |
| 2014-02-01 | Submission has been amended | No |
| 2014-02-01 | This submission is the final filing | No |
| 2014-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-02-01 | Plan is a collectively bargained plan | No |
| 2014-02-01 | Plan funding arrangement – Insurance | Yes |
| 2014-02-01 | Plan funding arrangement – Trust | Yes |
| 2014-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-02-01 | Plan benefit arrangement - Trust | Yes |
| 2013: RICHARD BAGDASARIAN, INC 2013 form 5500 responses | ||
| 2013-02-01 | Type of plan entity | Single employer plan |
| 2013-02-01 | Submission has been amended | No |
| 2013-02-01 | This submission is the final filing | No |
| 2013-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-02-01 | Plan is a collectively bargained plan | No |
| 2013-02-01 | Plan funding arrangement – Insurance | Yes |
| 2013-02-01 | Plan funding arrangement – Trust | Yes |
| 2013-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-02-01 | Plan benefit arrangement - Trust | Yes |
| 2012: RICHARD BAGDASARIAN, INC 2012 form 5500 responses | ||
| 2012-02-01 | Type of plan entity | Single employer plan |
| 2012-02-01 | Submission has been amended | No |
| 2012-02-01 | This submission is the final filing | No |
| 2012-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-02-01 | Plan is a collectively bargained plan | No |
| 2012-02-01 | Plan funding arrangement – Insurance | Yes |
| 2012-02-01 | Plan funding arrangement – Trust | Yes |
| 2012-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-02-01 | Plan benefit arrangement - Trust | Yes |
| 2011: RICHARD BAGDASARIAN, INC 2011 form 5500 responses | ||
| 2011-02-01 | Type of plan entity | Single employer plan |
| 2011-02-01 | Submission has been amended | No |
| 2011-02-01 | This submission is the final filing | No |
| 2011-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-02-01 | Plan is a collectively bargained plan | No |
| 2011-02-01 | Plan funding arrangement – Insurance | Yes |
| 2011-02-01 | Plan funding arrangement – Trust | Yes |
| 2011-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-02-01 | Plan benefit arrangement - Trust | Yes |
| 2009: RICHARD BAGDASARIAN, INC 2009 form 5500 responses | ||
| 2009-02-01 | Type of plan entity | Single employer plan |
| 2009-02-01 | Submission has been amended | No |
| 2009-02-01 | This submission is the final filing | No |
| 2009-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-02-01 | Plan is a collectively bargained plan | No |
| 2009-02-01 | Plan funding arrangement – Insurance | Yes |
| 2009-02-01 | Plan funding arrangement – Trust | Yes |
| 2009-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-02-01 | Plan benefit arrangement - Trust | Yes |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) | |
| Policy contract number | GLUG 77G5 |
| Policy instance | 1 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) | |
| Policy contract number | GLUG 77G5 |
| Policy instance | 1 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) | |
| Policy contract number | GLUG 77G5 |
| Policy instance | 1 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) | |
| Policy contract number | GLUG 77G5 |
| Policy instance | 1 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) | |
| Policy contract number | GLUG 77G5 |
| Policy instance | 1 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) | |
| Policy contract number | GLUG 77G5 |
| Policy instance | 1 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) | |
| Policy contract number | GLUG 77G5 |
| Policy instance | 1 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) | |
| Policy contract number | GLUG 77G5 |
| Policy instance | 1 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) | |
| Policy contract number | GLUG 77G5 |
| Policy instance | 1 |