401k Plan data: BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN plan

BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN 401k Plan overview

Plan Name	BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN
Plan identification number	001

BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BEL AIR INVESTMENT ADVISORS LLC has sponsored the creation of one or more 401k plans.

Company Name: BEL AIR INVESTMENT ADVISORS LLC

Employer identification number (EIN): 954664620

NAIC Classification: 523900

Additional information about BEL AIR INVESTMENT ADVISORS LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2820904

More information about BEL AIR INVESTMENT ADVISORS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 JANE EAGLE 2015-07-09
001 2013-01-01 DARELL KRASNOFF
001 2012-01-01 DARELL KRASNOFF
001 2011-01-01 DARELL KRASNOFF
001 2010-01-01 DARELL KRASNOFF
001 2009-01-01 DARELL KRASNOFF DARELL KRASNOFF 2010-06-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	JANE EAGLE	2015-07-09
001	2013-01-01	DARELL KRASNOFF
001	2012-01-01	DARELL KRASNOFF
001	2011-01-01	DARELL KRASNOFF
001	2010-01-01	DARELL KRASNOFF
001	2009-01-01	DARELL KRASNOFF		DARELL KRASNOFF	2010-06-02

Plan Statistics for BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN

401k plan membership statisitcs for BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN

Measure Date Value
2013: BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 42
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 24
Total of all active and inactive participants 2013-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 67
Number of participants with account balances 2013-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 44
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 22
Total of all active and inactive participants 2012-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 67
Number of participants with account balances 2012-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 46
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 18
Total of all active and inactive participants 2011-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 65
Number of participants with account balances 2011-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BEL AIR INVESTMENT ADVISORS LLC 401(K) 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 42
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 15
Total of all active and inactive participants 2010-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 58
Number of participants with account balances 2010-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 42
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 15
Total of all active and inactive participants 2009-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 57
Number of participants with account balances 2009-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	42
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	24
Total of all active and inactive participants	2013-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	67
Number of participants with account balances	2013-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	44
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	22
Total of all active and inactive participants	2012-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	67
Number of participants with account balances	2012-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	46
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	18
Total of all active and inactive participants	2011-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	65
Number of participants with account balances	2011-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BEL AIR INVESTMENT ADVISORS LLC 401(K) 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	42
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	15
Total of all active and inactive participants	2010-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	58
Number of participants with account balances	2010-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	42
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	15
Total of all active and inactive participants	2009-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	57
Number of participants with account balances	2009-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN

Measure	Date	Value
2013 : BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,045,512
Expenses. Total of all expenses incurred	2013-12-31	$439,032
Benefits paid (including direct rollovers)	2013-12-31	$436,258
Total plan assets at end of year	2013-12-31	$6,655,250
Total plan assets at beginning of year	2013-12-31	$6,048,770
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$543,513
Contributions received from other sources (not participants or employers)	2013-12-31	$18,573
Other income received	2013-12-31	$259,828
Net income (gross income less expenses)	2013-12-31	$606,480
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,655,250
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,048,770
Assets. Value of participant loans	2013-12-31	$100,046
Total contributions received or receivable from employer(s)	2013-12-31	$223,598
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,774
2012 : BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$990,608
Expenses. Total of all expenses incurred	2012-12-31	$11,534
Benefits paid (including direct rollovers)	2012-12-31	$8,944
Total plan assets at end of year	2012-12-31	$6,048,770
Total plan assets at beginning of year	2012-12-31	$5,069,696
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$464,689
Expenses. Other expenses not covered elsewhere	2012-12-31	$13
Contributions received from other sources (not participants or employers)	2012-12-31	$4,380
Other income received	2012-12-31	$359,077
Net income (gross income less expenses)	2012-12-31	$979,074
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,048,770
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,069,696
Assets. Value of participant loans	2012-12-31	$152,138
Total contributions received or receivable from employer(s)	2012-12-31	$162,462
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,577
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$127,446
Expenses. Total of all expenses incurred	2011-12-31	$421,611
Benefits paid (including direct rollovers)	2011-12-31	$418,575
Total plan assets at end of year	2011-12-31	$5,069,696
Total plan assets at beginning of year	2011-12-31	$5,363,861
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$435,299
Expenses. Other expenses not covered elsewhere	2011-12-31	$3,036
Other income received	2011-12-31	$-459,412
Net income (gross income less expenses)	2011-12-31	$-294,165
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,069,696
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,363,861
Assets. Value of participant loans	2011-12-31	$129,523
Total contributions received or receivable from employer(s)	2011-12-31	$151,559
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,087,849
Expenses. Total of all expenses incurred	2010-12-31	$102,498
Benefits paid (including direct rollovers)	2010-12-31	$94,699
Total plan assets at end of year	2010-12-31	$5,363,861
Total plan assets at beginning of year	2010-12-31	$4,378,510
Value of fidelity bond covering the plan	2010-12-31	$10,000,000
Total contributions received or receivable from participants	2010-12-31	$413,415
Other income received	2010-12-31	$528,724
Net income (gross income less expenses)	2010-12-31	$985,351
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,363,861
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,378,510
Assets. Value of participant loans	2010-12-31	$153,157
Total contributions received or receivable from employer(s)	2010-12-31	$145,710
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$7,799
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN

2013: BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BEL AIR INVESTMENT ADVISORS LLC 401(K) PLAN 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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Company Name:	BEL AIR INVESTMENT ADVISORS LLC
Employer identification number (EIN):	954664620
NAIC Classification:	523900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2820904