401k Plan data: THE BST ADVISORY NETWORK, LLC PENSION PLAN plan

THE BST ADVISORY NETWORK, LLC PENSION PLAN 401k Plan overview

Plan Name	THE BST ADVISORY NETWORK, LLC PENSION PLAN
Plan identification number	001

THE BST ADVISORY NETWORK, LLC PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan covering Self-Employed individuals.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BST ADVISORY NETWORK, LLC has sponsored the creation of one or more 401k plans.

Company Name: BST ADVISORY NETWORK, LLC

Employer identification number (EIN): 200002234

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about BST ADVISORY NETWORK, LLC

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2002-05-06

Company Identification Number: 2763284

Legal Registered Office Address: 26 COMPUTER DRIVE WEST
Albany
ALBANY
United States of America (USA)
12205

More information about BST ADVISORY NETWORK, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BST ADVISORY NETWORK, LLC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 RON GUZIOR
001 2015-01-01 JOSEPH A TORANI
001 2014-01-01 JOSEPH A TORANI
001 2013-01-01 JOSEPH A TORANI
001 2012-01-01 STEVE FERRARO
001 2011-01-01 STEVE FERRARO STEVE FERRARO 2012-10-15
001 2010-01-01 JOSEPH A TORANI JOSEPH A TORANI 2011-10-15
001 2009-01-01 JOSEPH A TORANI

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	RON GUZIOR
001	2015-01-01	JOSEPH A TORANI
001	2014-01-01	JOSEPH A TORANI
001	2013-01-01	JOSEPH A TORANI
001	2012-01-01	STEVE FERRARO
001	2011-01-01	STEVE FERRARO	STEVE FERRARO	2012-10-15
001	2010-01-01	JOSEPH A TORANI	JOSEPH A TORANI	2011-10-15
001	2009-01-01	JOSEPH A TORANI

Plan Statistics for THE BST ADVISORY NETWORK, LLC PENSION PLAN

401k plan membership statisitcs for THE BST ADVISORY NETWORK, LLC PENSION PLAN

Measure Date Value
2016: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 9,593,485
Acturial value of plan assets 2016-12-31 10,226,539
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 239,129
Number of terminated vested participants 2016-12-31 14
Fundng target for terminated vested participants 2016-12-31 593,461
Active participant vested funding target 2016-12-31 9,211,436
Number of active participants 2016-12-31 26
Total funding liabilities for active participants 2016-12-31 9,211,436
Total participant count 2016-12-31 41
Total funding target for all participants 2016-12-31 10,044,026
Balance at beginning of prior year after applicable adjustments 2016-12-31 206,785
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 115,030
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 206,785
Amount remaining of prefunding balance 2016-12-31 115,030
Present value of excess contributions 2016-12-31 326,417
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 347,895
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 203,725
Balance of prefunding at beginning of current year 2016-12-31 113,328
Total employer contributions 2016-12-31 583,540
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 564,480
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 435,914
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 218,311
Additional cash requirement 2016-12-31 218,311
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 564,480
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 26
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 13
Total of all active and inactive participants 2016-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 26
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 14
Total of all active and inactive participants 2015-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 25
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 17
Total of all active and inactive participants 2014-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 43
2013: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 30
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 17
Total of all active and inactive participants 2013-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 36
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 13
Total of all active and inactive participants 2012-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 39
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 40
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 19
Total of all active and inactive participants 2010-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 46
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 16
Total of all active and inactive participants 2009-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	9,593,485
Acturial value of plan assets	2016-12-31	10,226,539
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	239,129
Number of terminated vested participants	2016-12-31	14
Fundng target for terminated vested participants	2016-12-31	593,461
Active participant vested funding target	2016-12-31	9,211,436
Number of active participants	2016-12-31	26
Total funding liabilities for active participants	2016-12-31	9,211,436
Total participant count	2016-12-31	41
Total funding target for all participants	2016-12-31	10,044,026
Balance at beginning of prior year after applicable adjustments	2016-12-31	206,785
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	115,030
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	206,785
Amount remaining of prefunding balance	2016-12-31	115,030
Present value of excess contributions	2016-12-31	326,417
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	347,895
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	203,725
Balance of prefunding at beginning of current year	2016-12-31	113,328
Total employer contributions	2016-12-31	583,540
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	564,480
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	435,914
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	218,311
Additional cash requirement	2016-12-31	218,311
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	564,480
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	26
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	13
Total of all active and inactive participants	2016-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	26
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	14
Total of all active and inactive participants	2015-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	25
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	17
Total of all active and inactive participants	2014-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	43
2013: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	30
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	17
Total of all active and inactive participants	2013-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	36
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	13
Total of all active and inactive participants	2012-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	39
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	40
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	19
Total of all active and inactive participants	2010-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	46
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	16
Total of all active and inactive participants	2009-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE BST ADVISORY NETWORK, LLC PENSION PLAN

Measure	Date	Value
2016 : THE BST ADVISORY NETWORK, LLC PENSION PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,516,158
Expenses. Total of all expenses incurred	2016-12-31	$678,203
Benefits paid (including direct rollovers)	2016-12-31	$616,560
Total plan assets at end of year	2016-12-31	$10,431,440
Total plan assets at beginning of year	2016-12-31	$9,593,485
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$932,619
Net income (gross income less expenses)	2016-12-31	$837,955
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$10,431,440
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$9,593,485
Total contributions received or receivable from employer(s)	2016-12-31	$583,539
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$61,643
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : THE BST ADVISORY NETWORK, LLC PENSION PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$502,382
Expenses. Total of all expenses incurred	2015-12-31	$485,042
Benefits paid (including direct rollovers)	2015-12-31	$423,932
Total plan assets at end of year	2015-12-31	$9,593,485
Total plan assets at beginning of year	2015-12-31	$9,576,145
Value of fidelity bond covering the plan	2015-12-31	$500,000
Other income received	2015-12-31	$-81,157
Net income (gross income less expenses)	2015-12-31	$17,340
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$9,593,485
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$9,576,145
Total contributions received or receivable from employer(s)	2015-12-31	$583,539
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$61,110
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : THE BST ADVISORY NETWORK, LLC PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,004,526
Expenses. Total of all expenses incurred	2014-12-31	$1,352,523
Benefits paid (including direct rollovers)	2014-12-31	$1,293,715
Total plan assets at end of year	2014-12-31	$9,576,145
Total plan assets at beginning of year	2014-12-31	$9,924,142
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$420,987
Net income (gross income less expenses)	2014-12-31	$-347,997
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$9,576,145
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$9,924,142
Total contributions received or receivable from employer(s)	2014-12-31	$583,539
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$58,808
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : THE BST ADVISORY NETWORK, LLC PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,569,125
Expenses. Total of all expenses incurred	2013-12-31	$1,631,624
Benefits paid (including direct rollovers)	2013-12-31	$1,631,624
Total plan assets at end of year	2013-12-31	$9,620,603
Total plan assets at beginning of year	2013-12-31	$9,683,102
Value of fidelity bond covering the plan	2013-12-31	$500,000
Other income received	2013-12-31	$985,586
Net income (gross income less expenses)	2013-12-31	$-62,499
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$9,620,603
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$9,683,102
Total contributions received or receivable from employer(s)	2013-12-31	$583,539
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$62,405
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : THE BST ADVISORY NETWORK, LLC PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,905,119
Expenses. Total of all expenses incurred	2012-12-31	$513,796
Benefits paid (including direct rollovers)	2012-12-31	$457,739
Total plan assets at end of year	2012-12-31	$9,683,102
Total plan assets at beginning of year	2012-12-31	$8,291,779
Value of fidelity bond covering the plan	2012-12-31	$500,000
Other income received	2012-12-31	$1,105,119
Net income (gross income less expenses)	2012-12-31	$1,391,323
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$9,683,102
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$8,291,779
Total contributions received or receivable from employer(s)	2012-12-31	$800,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$56,057
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE BST ADVISORY NETWORK, LLC PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$814,915
Expenses. Total of all expenses incurred	2011-12-31	$259,702
Benefits paid (including direct rollovers)	2011-12-31	$214,169
Total plan assets at end of year	2011-12-31	$8,291,779
Total plan assets at beginning of year	2011-12-31	$7,736,566
Value of fidelity bond covering the plan	2011-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$45,533
Other income received	2011-12-31	$14,915
Net income (gross income less expenses)	2011-12-31	$555,213
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$8,291,779
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$7,736,566
Total contributions received or receivable from employer(s)	2011-12-31	$800,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE BST ADVISORY NETWORK, LLC PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,686,757
Expenses. Total of all expenses incurred	2010-12-31	$214,372
Benefits paid (including direct rollovers)	2010-12-31	$178,471
Total plan assets at end of year	2010-12-31	$7,736,566
Total plan assets at beginning of year	2010-12-31	$6,264,181
Value of fidelity bond covering the plan	2010-12-31	$500,000
Other income received	2010-12-31	$886,757
Net income (gross income less expenses)	2010-12-31	$1,472,385
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$7,736,566
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$6,264,181
Total contributions received or receivable from employer(s)	2010-12-31	$800,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$35,901
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE BST ADVISORY NETWORK, LLC PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE BST ADVISORY NETWORK, LLC PENSION PLAN

2016: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE BST ADVISORY NETWORK, LLC PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BST ADVISORY NETWORK, LLC
Employer identification number (EIN):	200002234
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2002-05-06
Company Identification Number:	2763284
Legal Registered Office Address:	26 COMPUTER DRIVE WEST Albany ALBANY United States of America (USA) 12205