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BOHLSEN RESTAURANT GROUP 401k Plan overview

Plan NameBOHLSEN RESTAURANT GROUP
Plan identification number 001

BOHLSEN RESTAURANT GROUP 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RESTAURANT MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:RESTAURANT MANAGEMENT, INC.
Employer identification number (EIN):113480253
NAIC Classification:722511
NAIC Description:Full-Service Restaurants

Additional information about RESTAURANT MANAGEMENT, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1999-02-25
Company Identification Number: 2349805
Legal Registered Office Address: 577 MAIN STREET
Suffolk
ISLIP
United States of America (USA)
11751

More information about RESTAURANT MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOHLSEN RESTAURANT GROUP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHARI UNDERWOOD
0012016-01-01SHARI UNDERWOOD
0012015-01-01SHARI UNDERWOOD
0012014-01-01SHARI UNDERWOOD
0012013-01-01SHARI UNDERWOOD
0012012-01-01SHARI UNDERWOOD
0012011-01-01SHARI UNDERWOOD
0012009-01-01MICHAEL BOHLSEN

Plan Statistics for BOHLSEN RESTAURANT GROUP

401k plan membership statisitcs for BOHLSEN RESTAURANT GROUP

Measure Date Value
2022: BOHLSEN RESTAURANT GROUP 2022 401k membership
Total participants, beginning-of-year2022-01-01284
Total number of active participants reported on line 7a of the Form 55002022-01-01300
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01312
Number of participants with account balances2022-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BOHLSEN RESTAURANT GROUP 2021 401k membership
Total participants, beginning-of-year2021-01-01245
Total number of active participants reported on line 7a of the Form 55002021-01-01272
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01284
Number of participants with account balances2021-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BOHLSEN RESTAURANT GROUP 2020 401k membership
Total participants, beginning-of-year2020-01-01246
Total number of active participants reported on line 7a of the Form 55002020-01-01279
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01291
Number of participants with account balances2020-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BOHLSEN RESTAURANT GROUP 2019 401k membership
Total participants, beginning-of-year2019-01-01248
Total number of active participants reported on line 7a of the Form 55002019-01-01100
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01113
Number of participants with account balances2019-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BOHLSEN RESTAURANT GROUP 2018 401k membership
Total participants, beginning-of-year2018-01-01235
Total number of active participants reported on line 7a of the Form 55002018-01-01234
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01248
Number of participants with account balances2018-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BOHLSEN RESTAURANT GROUP 2017 401k membership
Total participants, beginning-of-year2017-01-01136
Total number of active participants reported on line 7a of the Form 55002017-01-01220
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01235
Number of participants with account balances2017-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BOHLSEN RESTAURANT GROUP 2016 401k membership
Total participants, beginning-of-year2016-01-01130
Total number of active participants reported on line 7a of the Form 55002016-01-01121
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01136
Number of participants with account balances2016-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BOHLSEN RESTAURANT GROUP 2015 401k membership
Total participants, beginning-of-year2015-01-01130
Total number of active participants reported on line 7a of the Form 55002015-01-01215
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01225
Number of participants with account balances2015-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BOHLSEN RESTAURANT GROUP 2014 401k membership
Total participants, beginning-of-year2014-01-01180
Total number of active participants reported on line 7a of the Form 55002014-01-01117
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01130
Number of participants with account balances2014-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BOHLSEN RESTAURANT GROUP 2013 401k membership
Total participants, beginning-of-year2013-01-01221
Total number of active participants reported on line 7a of the Form 55002013-01-01168
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01180
Number of participants with account balances2013-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BOHLSEN RESTAURANT GROUP 2012 401k membership
Total participants, beginning-of-year2012-01-01136
Total number of active participants reported on line 7a of the Form 55002012-01-01211
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01221
Number of participants with account balances2012-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: BOHLSEN RESTAURANT GROUP 2011 401k membership
Total participants, beginning-of-year2011-01-01111
Total number of active participants reported on line 7a of the Form 55002011-01-01127
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01136
Number of participants with account balances2011-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BOHLSEN RESTAURANT GROUP 2009 401k membership
Total participants, beginning-of-year2009-01-01104
Total number of active participants reported on line 7a of the Form 55002009-01-01141
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01149
Number of participants with account balances2009-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BOHLSEN RESTAURANT GROUP

Measure Date Value
2022 : BOHLSEN RESTAURANT GROUP 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$0
Total income from all sources (including contributions)2022-12-31$-66,645
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$35,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$233,637
Value of total assets at end of year2022-12-31$1,493,225
Value of total assets at beginning of year2022-12-31$1,595,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,330
Total interest from all sources2022-12-31$2,993
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$15,330
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$160,000
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$187,844
Participant contributions at end of year2022-12-31$38,008
Participant contributions at beginning of year2022-12-31$43,556
Participant contributions at end of year2022-12-31$9,910
Participant contributions at beginning of year2022-12-31$3,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-101,978
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,493,225
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,595,203
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$1,432,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,539,101
Interest on participant loans2022-12-31$2,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-303,275
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$45,793
Employer contributions (assets) at end of year2022-12-31$12,748
Employer contributions (assets) at beginning of year2022-12-31$9,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$20,003
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 name2022-12-31LAUFER LLP
Accountancy firm EIN2022-12-31112512603
2021 : BOHLSEN RESTAURANT GROUP 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$436,580
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$139,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$124,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$227,852
Value of total assets at end of year2021-12-31$1,595,203
Value of total assets at beginning of year2021-12-31$1,297,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,564
Total interest from all sources2021-12-31$4,971
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$14,564
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$160,000
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$120,581
Participant contributions at end of year2021-12-31$43,556
Participant contributions at beginning of year2021-12-31$49,440
Participant contributions at end of year2021-12-31$3,159
Participant contributions at beginning of year2021-12-31$5,712
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$77,125
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$297,404
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,595,203
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,297,799
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$1,539,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,241,502
Interest on participant loans2021-12-31$4,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$203,757
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$30,146
Employer contributions (assets) at end of year2021-12-31$9,387
Employer contributions (assets) at beginning of year2021-12-31$1,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$124,612
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 name2021-12-31LAUFER LLP
Accountancy firm EIN2021-12-31112512603
2020 : BOHLSEN RESTAURANT GROUP 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$279,299
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$181,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$169,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$110,511
Value of total assets at end of year2020-12-31$1,297,799
Value of total assets at beginning of year2020-12-31$1,200,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,289
Total interest from all sources2020-12-31$3,814
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$12,289
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$130,000
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$93,294
Participant contributions at end of year2020-12-31$49,440
Participant contributions at beginning of year2020-12-31$54,902
Participant contributions at end of year2020-12-31$5,712
Participant contributions at beginning of year2020-12-31$7,958
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$97,607
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,297,799
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,200,192
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$1,241,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,130,060
Interest on participant loans2020-12-31$3,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$164,974
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$17,217
Employer contributions (assets) at end of year2020-12-31$1,145
Employer contributions (assets) at beginning of year2020-12-31$7,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$169,403
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LAUFER LLP
Accountancy firm EIN2020-12-31112512603
2019 : BOHLSEN RESTAURANT GROUP 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$356,210
Total income from all sources (including contributions)2019-12-31$356,210
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$200,572
Total of all expenses incurred2019-12-31$200,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$189,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$189,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$134,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$134,532
Value of total assets at end of year2019-12-31$1,200,192
Value of total assets at end of year2019-12-31$1,200,192
Value of total assets at beginning of year2019-12-31$1,044,554
Value of total assets at beginning of year2019-12-31$1,044,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,541
Total interest from all sources2019-12-31$4,078
Total interest from all sources2019-12-31$4,078
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,677
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$13,677
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$13,677
Administrative expenses professional fees incurred2019-12-31$11,541
Administrative expenses professional fees incurred2019-12-31$11,541
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$120,000
Value of fidelity bond cover2019-12-31$120,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$108,128
Contributions received from participants2019-12-31$108,128
Participant contributions at end of year2019-12-31$54,902
Participant contributions at end of year2019-12-31$54,902
Participant contributions at beginning of year2019-12-31$59,963
Participant contributions at beginning of year2019-12-31$59,963
Participant contributions at end of year2019-12-31$7,958
Participant contributions at end of year2019-12-31$7,958
Participant contributions at beginning of year2019-12-31$4,714
Participant contributions at beginning of year2019-12-31$4,714
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
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$155,638
Value of net income/loss2019-12-31$155,638
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,200,192
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,200,192
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,044,554
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,044,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,130,060
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,130,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$978,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$978,983
Interest on participant loans2019-12-31$4,078
Interest on participant loans2019-12-31$4,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$203,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$203,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$26,404
Contributions received in cash from employer2019-12-31$26,404
Employer contributions (assets) at end of year2019-12-31$7,272
Employer contributions (assets) at end of year2019-12-31$7,272
Employer contributions (assets) at beginning of year2019-12-31$894
Employer contributions (assets) at beginning of year2019-12-31$894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$189,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$189,031
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LAUFER LLP
Accountancy firm name2019-12-31LAUFER LLP
Accountancy firm EIN2019-12-31112512603
Accountancy firm EIN2019-12-31112512603
2018 : BOHLSEN RESTAURANT GROUP 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$61,242
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$77,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$65,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$121,978
Value of total assets at end of year2018-12-31$1,044,554
Value of total assets at beginning of year2018-12-31$1,060,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,397
Total interest from all sources2018-12-31$4,079
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$11,397
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$120,000
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$101,633
Participant contributions at end of year2018-12-31$4,714
Participant contributions at beginning of year2018-12-31$4,282
Assets. Loans (other than to participants) at end of year2018-12-31$59,963
Assets. Loans (other than to participants) at beginning of year2018-12-31$65,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-15,800
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,044,554
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,060,354
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$978,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$990,791
Interest on participant loans2018-12-31$4,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-64,815
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$20,345
Employer contributions (assets) at end of year2018-12-31$894
Employer contributions (assets) at beginning of year2018-12-31$-240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$65,645
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 name2018-12-31NAWROCKI SMITH LLP
Accountancy firm EIN2018-12-31733216978
2017 : BOHLSEN RESTAURANT GROUP 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$241,401
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$49,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$39,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$104,634
Value of total assets at end of year2017-12-31$1,060,354
Value of total assets at beginning of year2017-12-31$868,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,869
Total interest from all sources2017-12-31$3,374
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,585
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$9,585
Administrative expenses professional fees incurred2017-12-31$9,869
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
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$86,573
Participant contributions at end of year2017-12-31$4,282
Participant contributions at beginning of year2017-12-31$1,966
Assets. Loans (other than to participants) at end of year2017-12-31$65,521
Assets. Loans (other than to participants) at beginning of year2017-12-31$48,318
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$192,191
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,060,354
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$868,163
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$990,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$817,272
Income. Interest from loans (other than to participants)2017-12-31$3,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$123,808
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$18,061
Employer contributions (assets) at end of year2017-12-31$-240
Employer contributions (assets) at beginning of year2017-12-31$607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$39,341
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
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 name2017-12-31NAWROCKI SMITH LLP
Accountancy firm EIN2017-12-31733216978
2016 : BOHLSEN RESTAURANT GROUP 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$139,104
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$31,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$22,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$79,314
Value of total assets at end of year2016-12-31$868,163
Value of total assets at beginning of year2016-12-31$760,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,099
Total interest from all sources2016-12-31$3,237
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$8,099
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
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$64,065
Participant contributions at end of year2016-12-31$1,966
Participant contributions at beginning of year2016-12-31$1,975
Assets. Loans (other than to participants) at end of year2016-12-31$48,318
Assets. Loans (other than to participants) at beginning of year2016-12-31$36,918
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$108,059
Value of net assets at end of year (total assets less liabilities)2016-12-31$868,163
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$760,104
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$817,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$720,727
Interest on participant loans2016-12-31$3,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$56,553
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$15,249
Employer contributions (assets) at end of year2016-12-31$607
Employer contributions (assets) at beginning of year2016-12-31$484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$22,946
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
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 name2016-12-31NAWROCKI SMITH LLP
Accountancy firm EIN2016-12-31733216978
2015 : BOHLSEN RESTAURANT GROUP 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$41,932
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$15,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$54,789
Value of total assets at end of year2015-12-31$760,104
Value of total assets at beginning of year2015-12-31$733,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,156
Total interest from all sources2015-12-31$2,985
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$80,000
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$45,317
Participant contributions at end of year2015-12-31$36,918
Participant contributions at beginning of year2015-12-31$46,346
Participant contributions at end of year2015-12-31$1,975
Participant contributions at beginning of year2015-12-31$1,894
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$26,544
Value of net assets at end of year (total assets less liabilities)2015-12-31$760,104
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$733,560
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$720,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$684,976
Interest on participant loans2015-12-31$2,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-15,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$9,472
Employer contributions (assets) at end of year2015-12-31$484
Employer contributions (assets) at beginning of year2015-12-31$344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,232
Contract administrator fees2015-12-31$7,156
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
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 name2015-12-31FREDERICK LANDWEHR & CO. CPAS
Accountancy firm EIN2015-12-31060970987
2014 : BOHLSEN RESTAURANT GROUP 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$97,874
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$21,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$14,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$52,627
Value of total assets at end of year2014-12-31$733,560
Value of total assets at beginning of year2014-12-31$657,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,825
Total interest from all sources2014-12-31$2,945
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$70,000
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$44,841
Participant contributions at end of year2014-12-31$46,346
Participant contributions at beginning of year2014-12-31$37,804
Participant contributions at end of year2014-12-31$1,894
Participant contributions at beginning of year2014-12-31$1,372
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$76,244
Value of net assets at end of year (total assets less liabilities)2014-12-31$733,560
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$657,316
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$684,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$617,874
Interest on participant loans2014-12-31$2,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$42,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$7,786
Employer contributions (assets) at end of year2014-12-31$344
Employer contributions (assets) at beginning of year2014-12-31$266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$14,805
Contract administrator fees2014-12-31$6,825
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
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 name2014-12-31FREDERICK LANDWEHR & CO. CPAS
Accountancy firm EIN2014-12-31060970987
2013 : BOHLSEN RESTAURANT GROUP 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$162,087
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$9,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$47,008
Value of total assets at end of year2013-12-31$657,316
Value of total assets at beginning of year2013-12-31$505,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,340
Total interest from all sources2013-12-31$2,908
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000
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$38,771
Participant contributions at end of year2013-12-31$37,804
Participant contributions at beginning of year2013-12-31$32,790
Participant contributions at end of year2013-12-31$1,372
Participant contributions at beginning of year2013-12-31$920
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$152,122
Value of net assets at end of year (total assets less liabilities)2013-12-31$657,316
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$505,194
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$617,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$471,281
Interest on participant loans2013-12-31$2,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$112,171
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$8,237
Employer contributions (assets) at end of year2013-12-31$266
Employer contributions (assets) at beginning of year2013-12-31$203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,625
Contract administrator fees2013-12-31$5,340
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
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 name2013-12-31FREDERICK LANDWEHR & CO. CPAS
Accountancy firm EIN2013-12-31060970987
2012 : BOHLSEN RESTAURANT GROUP 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$102,815
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$50,181
Value of total assets at end of year2012-12-31$505,194
Value of total assets at beginning of year2012-12-31$407,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$33
Total interest from all sources2012-12-31$3,736
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000
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$42,224
Participant contributions at end of year2012-12-31$32,790
Participant contributions at beginning of year2012-12-31$33,839
Participant contributions at end of year2012-12-31$920
Participant contributions at beginning of year2012-12-31$808
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$97,247
Value of net assets at end of year (total assets less liabilities)2012-12-31$505,194
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$407,947
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$471,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$373,185
Interest on participant loans2012-12-31$3,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$48,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,957
Employer contributions (assets) at end of year2012-12-31$203
Employer contributions (assets) at beginning of year2012-12-31$115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,535
Contract administrator fees2012-12-31$33
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
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 name2012-12-31FREDERICK LANDWEHR & CO. CPAS
Accountancy firm EIN2012-12-31060970987
2011 : BOHLSEN RESTAURANT GROUP 2011 401k financial data
Total income from all sources2011-12-31$15,436
Expenses. Total of all expenses incurred2011-12-31$10,282
Total plan assets at end of year2011-12-31$407,947
Total plan assets at beginning of year2011-12-31$402,793
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$28,218
Other income received2011-12-31$-14,484
Net income (gross income less expenses)2011-12-31$5,154
Net plan assets at end of year (total assets less liabilities)2011-12-31$407,947
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$402,793
Assets. Value of participant loans2011-12-31$33,839
Total contributions received or receivable from employer(s)2011-12-31$1,702
Value of certain deemed distributions of participant loans2011-12-31$10,282
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : BOHLSEN RESTAURANT GROUP 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$56,590
Total of all expenses incurred2010-12-31$16,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$23,948
Value of total assets at end of year2010-12-31$402,793
Value of total assets at beginning of year2010-12-31$363,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$3,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$40,000
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$20,743
Participant contributions at end of year2010-12-31$45,607
Participant contributions at beginning of year2010-12-31$48,241
Participant contributions at end of year2010-12-31$1,484
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$136
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$39,635
Value of net assets at end of year (total assets less liabilities)2010-12-31$402,793
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$363,158
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$355,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$314,917
Interest on participant loans2010-12-31$3,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$29,180
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$3,205
Employer contributions (assets) at end of year2010-12-31$241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$16,955
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 name2010-12-31FREDERICK LANDWEHR & CO. CPAS
Accountancy firm EIN2010-12-31060970987

Form 5500 Responses for BOHLSEN RESTAURANT GROUP

2022: BOHLSEN RESTAURANT GROUP 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BOHLSEN RESTAURANT GROUP 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BOHLSEN RESTAURANT GROUP 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOHLSEN RESTAURANT GROUP 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BOHLSEN RESTAURANT GROUP 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BOHLSEN RESTAURANT GROUP 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BOHLSEN RESTAURANT GROUP 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BOHLSEN RESTAURANT GROUP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BOHLSEN RESTAURANT GROUP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BOHLSEN RESTAURANT GROUP 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BOHLSEN RESTAURANT GROUP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BOHLSEN RESTAURANT GROUP 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: BOHLSEN RESTAURANT GROUP 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

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