BARTLEY MACHINE AND MFG. CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BARTLEY MACHINE & MANUFACTURING CO. INC. 401K RETIREMENT PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2015 : BARTLEY MACHINE & MANUFACTURING CO. INC. 401K RETIREMENT PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $26,346 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $19,811 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $19,311 |
| Total plan assets at end of year | 2015-12-31 | $1,477,630 |
| Total plan assets at beginning of year | 2015-12-31 | $1,471,095 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $28,881 |
| Other income received | 2015-12-31 | $-5,908 |
| Net income (gross income less expenses) | 2015-12-31 | $6,535 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,477,630 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,471,095 |
| Assets. Value of participant loans | 2015-12-31 | $56,984 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $3,373 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $500 |
| 2014 : BARTLEY MACHINE & MANUFACTURING CO. INC. 401K RETIREMENT PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $154,499 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $554,630 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $554,280 |
| Total plan assets at end of year | 2014-12-31 | $1,471,095 |
| Total plan assets at beginning of year | 2014-12-31 | $1,871,226 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $36,951 |
| Other income received | 2014-12-31 | $101,751 |
| Net income (gross income less expenses) | 2014-12-31 | $-400,131 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,471,095 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,871,226 |
| Assets. Value of participant loans | 2014-12-31 | $12,973 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $15,797 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $350 |
| 2013 : BARTLEY MACHINE & MANUFACTURING CO. INC. 401K RETIREMENT PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $403,222 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $100,466 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $100,066 |
| Total plan assets at end of year | 2013-12-31 | $1,871,226 |
| Total plan assets at beginning of year | 2013-12-31 | $1,568,470 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $32,627 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $24,943 |
| Other income received | 2013-12-31 | $331,795 |
| Net income (gross income less expenses) | 2013-12-31 | $302,756 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,871,226 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,568,470 |
| Assets. Value of participant loans | 2013-12-31 | $42,266 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $13,857 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $400 |
| 2012 : BARTLEY MACHINE & MANUFACTURING CO. INC. 401K RETIREMENT PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $216,965 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $21,991 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $21,841 |
| Total plan assets at end of year | 2012-12-31 | $1,568,470 |
| Total plan assets at beginning of year | 2012-12-31 | $1,373,496 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $33,632 |
| Other income received | 2012-12-31 | $169,096 |
| Net income (gross income less expenses) | 2012-12-31 | $194,974 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,568,470 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,373,496 |
| Assets. Value of participant loans | 2012-12-31 | $50,331 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $14,237 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $150 |
| 2011 : BARTLEY MACHINE & MANUFACTURING CO. INC. 401K RETIREMENT PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-3,681 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $22,747 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $21,922 |
| Total plan assets at end of year | 2011-12-31 | $1,373,496 |
| Total plan assets at beginning of year | 2011-12-31 | $1,399,924 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $31,374 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $825 |
| Other income received | 2011-12-31 | $-48,682 |
| Net income (gross income less expenses) | 2011-12-31 | $-26,428 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,373,496 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,399,924 |
| Assets. Value of participant loans | 2011-12-31 | $51,216 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $13,627 |
| 2010 : BARTLEY MACHINE & MANUFACTURING CO. INC. 401K RETIREMENT PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $201,352 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $130,043 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $130,018 |
| Total plan assets at end of year | 2010-12-31 | $1,399,924 |
| Total plan assets at beginning of year | 2010-12-31 | $1,328,615 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $23,943 |
| Other income received | 2010-12-31 | $165,437 |
| Net income (gross income less expenses) | 2010-12-31 | $71,309 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,399,924 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,328,615 |
| Assets. Value of participant loans | 2010-12-31 | $11,325 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $11,972 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $25 |
| 2009 : BARTLEY MACHINE & MANUFACTURING CO. INC. 401K RETIREMENT PLAN AND TRUST 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 |
| 2015: BARTLEY MACHINE & MANUFACTURING CO. INC. 401K RETIREMENT PLAN AND TRUST 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: BARTLEY MACHINE & MANUFACTURING CO. INC. 401K RETIREMENT PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BARTLEY MACHINE & MANUFACTURING CO. INC. 401K RETIREMENT PLAN AND 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BARTLEY MACHINE & MANUFACTURING CO. INC. 401K RETIREMENT PLAN AND 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BARTLEY MACHINE & MANUFACTURING CO. INC. 401K RETIREMENT PLAN AND 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BARTLEY MACHINE & MANUFACTURING CO. INC. 401K RETIREMENT PLAN AND 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
