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BAY STATE ELEVATOR COMPANY 401K PLAN 401k Plan overview

Plan NameBAY STATE ELEVATOR COMPANY 401K PLAN
Plan identification number 002

BAY STATE ELEVATOR COMPANY 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Life insurance

401k Sponsoring company profile

BAY STATE ELEVATOR COMPANY has sponsored the creation of one or more 401k plans.

Company Name:BAY STATE ELEVATOR COMPANY
Employer identification number (EIN):041069370
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAY STATE ELEVATOR COMPANY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MERRICK MILLER2022-04-20 MERRICK MILLER2022-04-20
0022021-01-01MERRICK MILLER2022-04-20 MERRICK MILLER2022-04-20
0022020-01-01MERRICK MILLER2021-05-26 MERRICK MILLER2021-05-26
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01HAROLD F POTTS JR2017-09-25
0022015-01-01HAROLD F POTTS JR2016-10-04
0022014-01-01HAROLD F POTTS JR.
0022013-01-01HAROLD F POTTS JR
0022012-01-01HAROLD F POTTS JR
0022011-01-01HAROLD F POTTS JR
0022010-01-01HAROLD F POTTS JR
0022009-01-01HAROLD F POTTS JR

Financial Data on BAY STATE ELEVATOR COMPANY 401K PLAN

Measure Date Value
2022 : BAY STATE ELEVATOR COMPANY 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-207112
Net assets as of the end of the plan year2022-04-20106046
Total assets as of the beginning of the plan year2022-04-20113949
Value of plan covered by a fidelity bond2022-04-20500000
Other income to plan in this plan year2022-04-20-791
Plan net income in this plan year2022-04-20-7903
Net assets as of the end of the plan year2022-04-20106046
Net assets as of the beginning of the plan year2022-04-20113949
2014 : BAY STATE ELEVATOR COMPANY 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$898,131
Expenses. Total of all expenses incurred2014-12-31$1,430,728
Benefits paid (including direct rollovers)2014-12-31$1,430,698
Total plan assets at end of year2014-12-31$8,182,892
Total plan assets at beginning of year2014-12-31$8,715,489
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$391,588
Expenses. Other expenses not covered elsewhere2014-12-31$30
Other income received2014-12-31$358,648
Net income (gross income less expenses)2014-12-31$-532,597
Net plan assets at end of year (total assets less liabilities)2014-12-31$8,182,892
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$8,715,489
Total contributions received or receivable from employer(s)2014-12-31$147,895
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : BAY STATE ELEVATOR COMPANY 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,693,318
Expenses. Total of all expenses incurred2013-12-31$721,255
Benefits paid (including direct rollovers)2013-12-31$721,225
Total plan assets at end of year2013-12-31$8,715,489
Total plan assets at beginning of year2013-12-31$7,743,426
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$388,384
Expenses. Other expenses not covered elsewhere2013-12-31$30
Other income received2013-12-31$1,167,875
Net income (gross income less expenses)2013-12-31$972,063
Net plan assets at end of year (total assets less liabilities)2013-12-31$8,715,489
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$7,743,426
Total contributions received or receivable from employer(s)2013-12-31$137,059
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : BAY STATE ELEVATOR COMPANY 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,239,452
Expenses. Total of all expenses incurred2012-12-31$100,786
Benefits paid (including direct rollovers)2012-12-31$100,756
Total plan assets at end of year2012-12-31$7,743,426
Total plan assets at beginning of year2012-12-31$6,604,760
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$406,782
Expenses. Other expenses not covered elsewhere2012-12-31$30
Noncash contributions received2012-12-31$703,199
Net income (gross income less expenses)2012-12-31$1,138,666
Net plan assets at end of year (total assets less liabilities)2012-12-31$7,743,426
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,604,760
Total contributions received or receivable from employer(s)2012-12-31$129,471
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : BAY STATE ELEVATOR COMPANY 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$388,868
Expenses. Total of all expenses incurred2011-12-31$46,107
Benefits paid (including direct rollovers)2011-12-31$46,077
Total plan assets at end of year2011-12-31$6,604,760
Total plan assets at beginning of year2011-12-31$6,261,999
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$375,479
Expenses. Other expenses not covered elsewhere2011-12-31$30
Other income received2011-12-31$-111,610
Net income (gross income less expenses)2011-12-31$342,761
Net plan assets at end of year (total assets less liabilities)2011-12-31$6,604,760
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$6,261,999
Total contributions received or receivable from employer(s)2011-12-31$124,999
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : BAY STATE ELEVATOR COMPANY 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$998,123
Expenses. Total of all expenses incurred2010-12-31$72,349
Total plan assets at end of year2010-12-31$6,261,999
Total plan assets at beginning of year2010-12-31$5,336,225
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$365,219
Expenses. Other expenses not covered elsewhere2010-12-31$30
Other income received2010-12-31$519,155
Net income (gross income less expenses)2010-12-31$925,774
Net plan assets at end of year (total assets less liabilities)2010-12-31$6,261,999
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,336,225
Total contributions received or receivable from employer(s)2010-12-31$113,749
Value of corrective distributions2010-12-31$72,319
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : BAY STATE ELEVATOR COMPANY 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BAY STATE ELEVATOR COMPANY 401K PLAN

2014: BAY STATE ELEVATOR COMPANY 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BAY STATE ELEVATOR COMPANY 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BAY STATE ELEVATOR COMPANY 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BAY STATE ELEVATOR COMPANY 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BAY STATE ELEVATOR COMPANY 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BAY STATE ELEVATOR COMPANY 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941789
Policy instance 2
COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 )
Policy contract numberP040
Policy instance 3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number903546
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number903546
Policy instance 1
COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 )
Policy contract numberP040
Policy instance 2
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941789
Policy instance 3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number903546
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941789
Policy instance 3
COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 )
Policy contract numberP040
Policy instance 2
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number903546
Policy instance 1
COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 )
Policy contract numberP040
Policy instance 2
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941789
Policy instance 3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number903546
Policy instance 1
COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 )
Policy contract numberP040
Policy instance 2
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941789
Policy instance 3

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