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BIGELOW TEA EMPLOYEES 401(K) PLAN 401k Plan overview

Plan NameBIGELOW TEA EMPLOYEES 401(K) PLAN
Plan identification number 002

BIGELOW TEA EMPLOYEES 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

R.C. BIGELOW, INC. has sponsored the creation of one or more 401k plans.

Company Name:R.C. BIGELOW, INC.
Employer identification number (EIN):060646518
NAIC Classification:311900
NAIC Description: Other Food Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIGELOW TEA EMPLOYEES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01LINDA DIDOMENICO
0022017-01-01LINDA DIDOMENICO
0022016-01-01LINDA DIDOMENICO
0022015-01-01LINDA DIDOMENICO
0022015-01-01LINDA DIDOMENICO
0022014-01-01LINDA DIDOMENICO
0022014-01-01LINDA DIDOMENICO
0022013-01-01LINDA DIDOMENICO
0022012-01-01LINDA DIDOMENICO
0022011-01-01LINDA DIDOMENICO
0022009-01-01LINDA DIDOMENICO LINDA DIDOMENICO2010-07-27

Plan Statistics for BIGELOW TEA EMPLOYEES 401(K) PLAN

401k plan membership statisitcs for BIGELOW TEA EMPLOYEES 401(K) PLAN

Measure Date Value
2022: BIGELOW TEA EMPLOYEES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01578
Total number of active participants reported on line 7a of the Form 55002022-01-01476
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01146
Total of all active and inactive participants2022-01-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-01627
Number of participants with account balances2022-01-01596
2021: BIGELOW TEA EMPLOYEES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01562
Total number of active participants reported on line 7a of the Form 55002021-01-01392
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01142
Total of all active and inactive participants2021-01-01534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01538
Number of participants with account balances2021-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: BIGELOW TEA EMPLOYEES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01525
Total number of active participants reported on line 7a of the Form 55002020-01-01409
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01128
Total of all active and inactive participants2020-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01539
Number of participants with account balances2020-01-01534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0165
2019: BIGELOW TEA EMPLOYEES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01471
Total number of active participants reported on line 7a of the Form 55002019-01-01416
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0187
Total of all active and inactive participants2019-01-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01505
Number of participants with account balances2019-01-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0162
2018: BIGELOW TEA EMPLOYEES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01483
Total number of active participants reported on line 7a of the Form 55002018-01-01390
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0179
Total of all active and inactive participants2018-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01471
Number of participants with account balances2018-01-01471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0164
2017: BIGELOW TEA EMPLOYEES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01451
Total number of active participants reported on line 7a of the Form 55002017-01-01367
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0175
Total of all active and inactive participants2017-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01443
Number of participants with account balances2017-01-01443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0172
2016: BIGELOW TEA EMPLOYEES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01424
Total number of active participants reported on line 7a of the Form 55002016-01-01346
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0170
Total of all active and inactive participants2016-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01419
Number of participants with account balances2016-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0153
2015: BIGELOW TEA EMPLOYEES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01409
Total number of active participants reported on line 7a of the Form 55002015-01-01337
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0158
Total of all active and inactive participants2015-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01398
Number of participants with account balances2015-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0140
2014: BIGELOW TEA EMPLOYEES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01382
Total number of active participants reported on line 7a of the Form 55002014-01-01323
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0148
Total of all active and inactive participants2014-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01375
Number of participants with account balances2014-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0129
2013: BIGELOW TEA EMPLOYEES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01380
Total number of active participants reported on line 7a of the Form 55002013-01-01316
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0140
Total of all active and inactive participants2013-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01359
Number of participants with account balances2013-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0125
2012: BIGELOW TEA EMPLOYEES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01326
Total number of active participants reported on line 7a of the Form 55002012-01-01321
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01361
Number of participants with account balances2012-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0129
2011: BIGELOW TEA EMPLOYEES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01345
Total number of active participants reported on line 7a of the Form 55002011-01-01326
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01326
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BIGELOW TEA EMPLOYEES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01361
Total number of active participants reported on line 7a of the Form 55002009-01-01328
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-01353
Number of participants with account balances2009-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BIGELOW TEA EMPLOYEES 401(K) PLAN

Measure Date Value
2022 : BIGELOW TEA EMPLOYEES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-8,253,745
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,715,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,701,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,592,771
Value of total assets at end of year2022-12-31$60,166,655
Value of total assets at beginning of year2022-12-31$72,136,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,534
Total interest from all sources2022-12-31$43,663
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$412,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$412,053
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,599,688
Participant contributions at end of year2022-12-31$942,717
Participant contributions at beginning of year2022-12-31$922,225
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$399
Other income not declared elsewhere2022-12-31$81,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,969,538
Value of net assets at end of year (total assets less liabilities)2022-12-31$60,166,655
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$72,136,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,923,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$36,272,779
Interest on participant loans2022-12-31$43,663
Value of interest in common/collective trusts at end of year2022-12-31$27,231,589
Value of interest in common/collective trusts at beginning of year2022-12-31$30,503,756
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,416,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,852,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,197,675
Net investment gain or loss from common/collective trusts2022-12-31$-5,186,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,992,684
Employer contributions (assets) at end of year2022-12-31$652,194
Employer contributions (assets) at beginning of year2022-12-31$585,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,701,259
Contract administrator fees2022-12-31$14,534
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : BIGELOW TEA EMPLOYEES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,464,000
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,754,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,738,635
Value of total corrective distributions2021-12-31$1,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,316,986
Value of total assets at end of year2021-12-31$72,136,193
Value of total assets at beginning of year2021-12-31$65,427,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,922
Total interest from all sources2021-12-31$45,392
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$420,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$420,986
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,368,956
Participant contributions at end of year2021-12-31$922,225
Participant contributions at beginning of year2021-12-31$878,851
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$117,171
Other income not declared elsewhere2021-12-31$89,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,709,138
Value of net assets at end of year (total assets less liabilities)2021-12-31$72,136,193
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$65,427,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$36,272,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$33,263,621
Interest on participant loans2021-12-31$45,392
Value of interest in common/collective trusts at end of year2021-12-31$30,503,756
Value of interest in common/collective trusts at beginning of year2021-12-31$26,579,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,852,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,090,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,002,245
Net investment gain or loss from common/collective trusts2021-12-31$3,588,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,830,859
Employer contributions (assets) at end of year2021-12-31$585,257
Employer contributions (assets) at beginning of year2021-12-31$614,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,738,635
Contract administrator fees2021-12-31$14,922
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : BIGELOW TEA EMPLOYEES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$13,554,053
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,403,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,390,633
Value of total corrective distributions2020-12-31$590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,340,419
Value of total assets at end of year2020-12-31$65,427,055
Value of total assets at beginning of year2020-12-31$60,276,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,928
Total interest from all sources2020-12-31$52,941
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$82,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$82,151
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,313,208
Participant contributions at end of year2020-12-31$878,851
Participant contributions at beginning of year2020-12-31$944,697
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$141,420
Other income not declared elsewhere2020-12-31$54,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,150,902
Value of net assets at end of year (total assets less liabilities)2020-12-31$65,427,055
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$60,276,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$33,263,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$56,748,735
Interest on participant loans2020-12-31$52,941
Value of interest in common/collective trusts at end of year2020-12-31$26,579,833
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,090,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,997,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,846,383
Net investment gain or loss from common/collective trusts2020-12-31$2,177,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,885,791
Employer contributions (assets) at end of year2020-12-31$614,155
Employer contributions (assets) at beginning of year2020-12-31$585,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,390,633
Contract administrator fees2020-12-31$11,928
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : BIGELOW TEA EMPLOYEES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$15,371,556
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,235,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,206,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,304,056
Value of total assets at end of year2019-12-31$60,276,153
Value of total assets at beginning of year2019-12-31$49,140,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,820
Total interest from all sources2019-12-31$52,389
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$554,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$554,450
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,192,634
Participant contributions at end of year2019-12-31$944,697
Participant contributions at beginning of year2019-12-31$933,920
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$264,794
Other income not declared elsewhere2019-12-31$28,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,135,775
Value of net assets at end of year (total assets less liabilities)2019-12-31$60,276,153
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$49,140,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$28,820
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$56,748,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$46,548,867
Interest on participant loans2019-12-31$52,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,997,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,209,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,431,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,846,628
Employer contributions (assets) at end of year2019-12-31$585,113
Employer contributions (assets) at beginning of year2019-12-31$447,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,206,961
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
2018 : BIGELOW TEA EMPLOYEES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,791,161
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,677,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,666,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,810,153
Value of total assets at end of year2018-12-31$49,140,378
Value of total assets at beginning of year2018-12-31$51,026,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,490
Total interest from all sources2018-12-31$47,128
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$449,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$449,015
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,144,434
Participant contributions at end of year2018-12-31$933,920
Participant contributions at beginning of year2018-12-31$899,628
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$1,386
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$59,856
Other income not declared elsewhere2018-12-31$17,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,886,198
Value of net assets at end of year (total assets less liabilities)2018-12-31$49,140,378
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$51,026,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$46,548,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$49,035,621
Interest on participant loans2018-12-31$47,128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,209,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$574,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,532,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,605,863
Employer contributions (assets) at end of year2018-12-31$447,904
Employer contributions (assets) at beginning of year2018-12-31$515,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,666,869
Contract administrator fees2018-12-31$10,490
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : BIGELOW TEA EMPLOYEES 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$810
Total unrealized appreciation/depreciation of assets2017-12-31$810
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$11,904,317
Total loss/gain on sale of assets2017-12-31$58,644
Total of all expenses incurred2017-12-31$4,047,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,035,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,625,443
Value of total assets at end of year2017-12-31$51,026,576
Value of total assets at beginning of year2017-12-31$43,169,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,481
Total interest from all sources2017-12-31$40,549
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$364,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$367,513
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$91,350
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,843,781
Participant contributions at end of year2017-12-31$899,628
Participant contributions at beginning of year2017-12-31$890,869
Participant contributions at end of year2017-12-31$1,386
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$209,433
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,796
Other income not declared elsewhere2017-12-31$10,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,856,942
Value of net assets at end of year (total assets less liabilities)2017-12-31$51,026,576
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,169,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$49,035,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$38,509,277
Interest on participant loans2017-12-31$40,580
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$-31
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$574,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,093,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,803,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,572,229
Employer contributions (assets) at end of year2017-12-31$515,702
Employer contributions (assets) at beginning of year2017-12-31$415,447
Income. Dividends from common stock2017-12-31$-3,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,035,894
Contract administrator fees2017-12-31$11,481
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,162,928
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$2,312,922
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,254,278
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2017-12-31043499945
2016 : BIGELOW TEA EMPLOYEES 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$160,389
Total unrealized appreciation/depreciation of assets2016-12-31$160,389
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,450,300
Total loss/gain on sale of assets2016-12-31$150,850
Total of all expenses incurred2016-12-31$3,607,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,598,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,481,404
Value of total assets at end of year2016-12-31$43,169,634
Value of total assets at beginning of year2016-12-31$40,326,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,264
Total interest from all sources2016-12-31$36,922
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$345,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$315,451
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$91,350
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,761,716
Participant contributions at end of year2016-12-31$890,869
Participant contributions at beginning of year2016-12-31$754,922
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$37,952
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$295,133
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$5,796
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6,685
Other income not declared elsewhere2016-12-31$14,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,843,061
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,169,634
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$40,326,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$38,509,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$35,050,171
Interest on participant loans2016-12-31$37,361
Interest earned on other investments2016-12-31$10
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,093,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$411,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,260,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,424,555
Employer contributions (assets) at end of year2016-12-31$415,447
Employer contributions (assets) at beginning of year2016-12-31$477,494
Income. Dividends from preferred stock2016-12-31$1,238
Income. Dividends from common stock2016-12-31$28,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,598,975
Contract administrator fees2016-12-31$8,264
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,162,928
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$3,587,918
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$1,841,719
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,690,869
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2016-12-31043499945
2015 : BIGELOW TEA EMPLOYEES 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-116,777
Total unrealized appreciation/depreciation of assets2015-12-31$-116,777
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,444,893
Total loss/gain on sale of assets2015-12-31$64,277
Total of all expenses incurred2015-12-31$3,479,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,474,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,215,444
Value of total assets at end of year2015-12-31$40,326,573
Value of total assets at beginning of year2015-12-31$40,360,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,750
Total interest from all sources2015-12-31$32,420
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$359,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$300,724
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,592,424
Participant contributions at end of year2015-12-31$754,922
Participant contributions at beginning of year2015-12-31$770,652
Participant contributions at end of year2015-12-31$37,952
Participant contributions at beginning of year2015-12-31$35,872
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$201,349
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6,685
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,118
Other income not declared elsewhere2015-12-31$9,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-34,143
Value of net assets at end of year (total assets less liabilities)2015-12-31$40,326,573
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$40,360,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$35,050,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$33,729,192
Interest on participant loans2015-12-31$32,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$411,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$578,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-119,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,421,671
Employer contributions (assets) at end of year2015-12-31$477,494
Employer contributions (assets) at beginning of year2015-12-31$417,318
Income. Dividends from common stock2015-12-31$58,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,474,286
Contract administrator fees2015-12-31$4,750
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$3,587,918
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$4,823,769
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,876,952
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,812,675
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2015-12-31043499945
2014 : BIGELOW TEA EMPLOYEES 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$269,952
Total unrealized appreciation/depreciation of assets2014-12-31$269,952
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,051,896
Total loss/gain on sale of assets2014-12-31$216,539
Total of all expenses incurred2014-12-31$2,400,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,393,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,729,200
Value of total assets at end of year2014-12-31$40,360,716
Value of total assets at beginning of year2014-12-31$37,708,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,175
Total interest from all sources2014-12-31$33,567
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$348,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$278,255
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,420,160
Participant contributions at end of year2014-12-31$770,652
Participant contributions at beginning of year2014-12-31$748,340
Participant contributions at end of year2014-12-31$35,872
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$55,648
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,118
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,992
Other income not declared elsewhere2014-12-31$10,149
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$1,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,651,754
Value of net assets at end of year (total assets less liabilities)2014-12-31$40,360,716
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$37,708,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$33,729,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,873,460
Interest on participant loans2014-12-31$33,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-87
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$578,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$582,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,443,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,253,392
Employer contributions (assets) at end of year2014-12-31$417,318
Employer contributions (assets) at beginning of year2014-12-31$584,535
Income. Dividends from common stock2014-12-31$70,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,393,967
Contract administrator fees2014-12-31$6,175
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$4,823,769
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$6,914,555
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$5,152,833
Aggregate carrying amount (costs) on sale of assets2014-12-31$4,936,294
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2014-12-31043499945
2013 : BIGELOW TEA EMPLOYEES 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,231,037
Total unrealized appreciation/depreciation of assets2013-12-31$1,231,037
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,682,980
Total loss/gain on sale of assets2013-12-31$188,171
Total of all expenses incurred2013-12-31$3,244,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,240,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,901,732
Value of total assets at end of year2013-12-31$37,708,962
Value of total assets at beginning of year2013-12-31$32,270,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,895
Total interest from all sources2013-12-31$32,899
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$285,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$212,300
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,304,724
Participant contributions at end of year2013-12-31$748,340
Participant contributions at beginning of year2013-12-31$797,323
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$149
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$170,720
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,992
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,967
Other income not declared elsewhere2013-12-31$99,032
Total non interest bearing cash at end of year2013-12-31$1,199
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,438,746
Value of net assets at end of year (total assets less liabilities)2013-12-31$37,708,962
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,270,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$5
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$28,873,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,822,556
Interest on participant loans2013-12-31$32,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$582,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$702,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,944,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,426,288
Employer contributions (assets) at end of year2013-12-31$584,535
Employer contributions (assets) at beginning of year2013-12-31$522,138
Income. Dividends from common stock2013-12-31$73,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,240,339
Contract administrator fees2013-12-31$3,890
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$6,914,555
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$6,421,546
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,511,205
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,323,034
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2013-12-31043499945
2012 : BIGELOW TEA EMPLOYEES 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$824,902
Total unrealized appreciation/depreciation of assets2012-12-31$824,902
Total transfer of assets to this plan2012-12-31$15,016,753
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,679,191
Total loss/gain on sale of assets2012-12-31$281,412
Total of all expenses incurred2012-12-31$2,078,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,067,658
Value of total corrective distributions2012-12-31$1,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,752,375
Value of total assets at end of year2012-12-31$32,270,216
Value of total assets at beginning of year2012-12-31$12,652,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,339
Total interest from all sources2012-12-31$30,374
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$324,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$231,339
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,166,009
Participant contributions at end of year2012-12-31$797,323
Participant contributions at beginning of year2012-12-31$672,580
Participant contributions at end of year2012-12-31$149
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$216,764
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,967
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$21,026
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$11,980,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,600,610
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,270,216
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,652,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$4
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,822,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$30,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$23
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$702,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,444,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$1,369,602
Employer contributions (assets) at end of year2012-12-31$522,138
Income. Dividends from common stock2012-12-31$92,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,067,658
Contract administrator fees2012-12-31$9,335
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$6,421,546
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$2,857,860
Aggregate carrying amount (costs) on sale of assets2012-12-31$2,576,448
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2012-12-31043499945
2011 : BIGELOW TEA EMPLOYEES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,472,662
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,085,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,079,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,545,210
Value of total assets at end of year2011-12-31$12,652,853
Value of total assets at beginning of year2011-12-31$12,266,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,405
Total interest from all sources2011-12-31$27,569
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$373,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$373,352
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$990,378
Participant contributions at end of year2011-12-31$672,580
Participant contributions at beginning of year2011-12-31$525,209
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$350,620
Administrative expenses (other) incurred2011-12-31$6,405
Total non interest bearing cash at end of year2011-12-31$11,980,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$386,681
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,652,853
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,266,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,279,291
Interest on participant loans2011-12-31$27,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$461,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$461,672
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$78
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-473,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$204,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,079,576
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2011-12-31043499945
2010 : BIGELOW TEA EMPLOYEES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,892,185
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$578,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$551,618
Expenses. Certain deemed distributions of participant loans2010-12-31$1,203
Value of total corrective distributions2010-12-31$16,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,224,289
Value of total assets at end of year2010-12-31$12,266,172
Value of total assets at beginning of year2010-12-31$9,952,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,800
Total interest from all sources2010-12-31$24,727
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$222,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$222,222
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,013,041
Participant contributions at end of year2010-12-31$525,209
Participant contributions at beginning of year2010-12-31$488,933
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$14,677
Administrative expenses (other) incurred2010-12-31$8,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,314,030
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,266,172
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,952,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,279,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,076,805
Interest on participant loans2010-12-31$24,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$461,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$386,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$386,404
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$48
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,420,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$196,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$551,618
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2010-12-31043499945
2009 : BIGELOW TEA EMPLOYEES 401(K) 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 BIGELOW TEA EMPLOYEES 401(K) PLAN

2022: BIGELOW TEA EMPLOYEES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BIGELOW TEA EMPLOYEES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BIGELOW TEA EMPLOYEES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BIGELOW TEA EMPLOYEES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BIGELOW TEA EMPLOYEES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BIGELOW TEA EMPLOYEES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BIGELOW TEA EMPLOYEES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BIGELOW TEA EMPLOYEES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BIGELOW TEA EMPLOYEES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: BIGELOW TEA EMPLOYEES 401(K) 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: BIGELOW TEA EMPLOYEES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: BIGELOW TEA EMPLOYEES 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BIGELOW TEA EMPLOYEES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28132
Policy instance 1
Insurance contract or identification numberGA28132
Number of Individuals Covered596
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28132
Policy instance 1
Insurance contract or identification numberGA28132
Number of Individuals Covered538
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28132
Policy instance 1
Insurance contract or identification numberGA28132
Number of Individuals Covered534
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28132
Policy instance 1
Insurance contract or identification numberGA28132
Number of Individuals Covered491
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28132
Policy instance 1
Insurance contract or identification numberGA28132
Number of Individuals Covered471
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28132
Policy instance 1
Insurance contract or identification numberGA28132
Number of Individuals Covered443
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28132
Policy instance 1
Insurance contract or identification numberGA28132
Number of Individuals Covered398
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INVESTMENT
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28132
Policy instance 1
Insurance contract or identification numberGA28132
Number of Individuals Covered374
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INVESTMENT
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28132
Policy instance 1
Insurance contract or identification numberGA28132
Number of Individuals Covered359
Insurance policy start date2013-01-03
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INVESTMENT
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28132
Policy instance 1
Insurance contract or identification numberGA28132
Number of Individuals Covered360
Insurance policy start date2012-01-03
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INVESTMENT

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