GEORGE BENDER INCORPORATED has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENDER ENTERPRISES 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for BENDER ENTERPRISES 401 K PROFIT SHARING PLAN TRUST
Measure | Date | Value |
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2022: BENDER ENTERPRISES 401 K PROFIT SHARING PLAN TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 136 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Number of participants with account balances | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: BENDER ENTERPRISES 401 K PROFIT SHARING PLAN TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 156 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 157 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 157 |
Number of participants with account balances | 2021-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: BENDER ENTERPRISES 401 K PROFIT SHARING PLAN TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 154 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 139 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 140 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 140 |
Number of participants with account balances | 2020-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2011: BENDER ENTERPRISES 401 K PROFIT SHARING PLAN TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 44 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 44 |
Number of participants with account balances | 2011-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: BENDER ENTERPRISES 401 K PROFIT SHARING PLAN TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 46 |
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 | 0 |
Total of all active and inactive participants | 2010-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 46 |
Number of participants with account balances | 2010-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: BENDER ENTERPRISES 401 K PROFIT SHARING PLAN TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 42 |
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 | 1 |
Total of all active and inactive participants | 2009-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 43 |
Number of participants with account balances | 2009-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : BENDER ENTERPRISES 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-11-30 | $0 |
Total transfer of assets from this plan | 2022-11-30 | $841,660 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-11-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-11-30 | $3,231 |
Total income from all sources (including contributions) | 2022-11-30 | $-27,092 |
Total loss/gain on sale of assets | 2022-11-30 | $0 |
Total of all expenses incurred | 2022-11-30 | $46,095 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-11-30 | $22,470 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-11-30 | $78,244 |
Value of total assets at end of year | 2022-11-30 | $0 |
Value of total assets at beginning of year | 2022-11-30 | $918,078 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-11-30 | $23,625 |
Total interest from all sources | 2022-11-30 | $681 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-11-30 | $12,191 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-11-30 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-11-30 | $0 |
Administrative expenses professional fees incurred | 2022-11-30 | $11,450 |
Was this plan covered by a fidelity bond | 2022-11-30 | Yes |
Value of fidelity bond cover | 2022-11-30 | $100,000 |
If this is an individual account plan, was there a blackout period | 2022-11-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-11-30 | No |
Contributions received from participants | 2022-11-30 | $58,263 |
Participant contributions at beginning of year | 2022-11-30 | $24,506 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-11-30 | $3,231 |
Administrative expenses (other) incurred | 2022-11-30 | $7,360 |
Total non interest bearing cash at beginning of year | 2022-11-30 | $3,244 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-11-30 | No |
Value of net income/loss | 2022-11-30 | $-73,187 |
Value of net assets at end of year (total assets less liabilities) | 2022-11-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-11-30 | $914,847 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-11-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-11-30 | $888,321 |
Interest on participant loans | 2022-11-30 | $681 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-11-30 | $2,007 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-11-30 | $2,007 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-11-30 | $-118,208 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-11-30 | No |
Contributions received in cash from employer | 2022-11-30 | $19,981 |
Income. Dividends from common stock | 2022-11-30 | $12,191 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-11-30 | $22,470 |
Contract administrator fees | 2022-11-30 | $4,815 |
Did the plan have assets held for investment | 2022-11-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-11-30 | Unqualified |
Accountancy firm name | 2022-11-30 | INSERO & CO. CPA'S LLP |
Accountancy firm EIN | 2022-11-30 | 475324570 |
2021 : BENDER ENTERPRISES 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $3,231 |
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 | $182,572 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $26,441 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,976 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $79,697 |
Value of total assets at end of year | 2021-12-31 | $918,078 |
Value of total assets at beginning of year | 2021-12-31 | $758,716 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $22,465 |
Total interest from all sources | 2021-12-31 | $133 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $35,400 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $35,400 |
Administrative expenses professional fees incurred | 2021-12-31 | $9,000 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $59,479 |
Participant contributions at end of year | 2021-12-31 | $24,506 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $5,668 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $3,231 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $3,244 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $156,131 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $914,847 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $758,716 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $8,155 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $888,321 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $749,607 |
Interest on participant loans | 2021-12-31 | $133 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $2,007 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $2,006 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $2,006 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $67,342 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $20,218 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,435 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,976 |
Contract administrator fees | 2021-12-31 | $5,310 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | INSERO & CO. CPA'S LLP |
Accountancy firm EIN | 2021-12-31 | 475324570 |
2020 : BENDER ENTERPRISES 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $139,510 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $187,931 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $176,469 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $86,488 |
Value of total assets at end of year | 2020-12-31 | $758,716 |
Value of total assets at beginning of year | 2020-12-31 | $807,137 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $11,462 |
Total interest from all sources | 2020-12-31 | $54 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $6,901 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $6,901 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $65,350 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $1,862 |
Participant contributions at end of year | 2020-12-31 | $5,668 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $1,908 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-48,421 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $758,716 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $807,137 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $6,636 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $749,607 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $803,366 |
Interest on participant loans | 2020-12-31 | $27 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $2,006 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $27 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $46,067 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $21,138 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,435 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $176,469 |
Contract administrator fees | 2020-12-31 | $4,826 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | INSERO & CO. CPA'S LLP |
Accountancy firm EIN | 2020-12-31 | 475324570 |
2011 : BENDER ENTERPRISES 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $67,785 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $366,905 |
Total plan assets at beginning of year | 2011-12-31 | $299,120 |
Value of fidelity bond covering the plan | 2011-12-31 | $0 |
Total contributions received or receivable from participants | 2011-12-31 | $41,586 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $11,275 |
Net income (gross income less expenses) | 2011-12-31 | $67,785 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $366,905 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $299,120 |
Assets. Value of participant loans | 2011-12-31 | $8,839 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $14,924 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
2010 : BENDER ENTERPRISES 401 K PROFIT SHARING PLAN TRUST 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $58,461 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,450 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $299,120 |
Total plan assets at beginning of year | 2010-12-31 | $242,109 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Total contributions received or receivable from participants | 2010-12-31 | $18,381 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $32,037 |
Net income (gross income less expenses) | 2010-12-31 | $57,011 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $299,120 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $242,109 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $8,043 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,450 |