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CHARLES BOND COMPANY RETIREMENT INCOME PLAN 401k Plan overview

Plan NameCHARLES BOND COMPANY RETIREMENT INCOME PLAN
Plan identification number 001

CHARLES BOND COMPANY RETIREMENT INCOME PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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).

401k Sponsoring company profile

CHARLES BOND COMPANY has sponsored the creation of one or more 401k plans.

Company Name:CHARLES BOND COMPANY
Employer identification number (EIN):230420900
NAIC Classification:333610

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES BOND COMPANY RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012010-10-01C. CARTER BOND, III C. CARTER BOND, III2011-12-05
0012009-10-01C. CARTER BOND, III C. CARTER BOND, III2011-06-01
0012009-10-01C. CARTER BOND, III C. CARTER BOND, III2011-06-01
0012009-10-01C. CARTER BOND, III C. CARTER BOND, III2011-06-01
0012009-10-01C. CARTER BOND, III C. CARTER BOND, III2011-06-01
0012009-10-01C. CARTER BOND, III C. CARTER BOND, III2011-06-01

Plan Statistics for CHARLES BOND COMPANY RETIREMENT INCOME PLAN

401k plan membership statisitcs for CHARLES BOND COMPANY RETIREMENT INCOME PLAN

Measure Date Value
2010: CHARLES BOND COMPANY RETIREMENT INCOME PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-018
Total number of active participants reported on line 7a of the Form 55002010-10-010
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-010
Total of all active and inactive participants2010-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: CHARLES BOND COMPANY RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-018
Total number of active participants reported on line 7a of the Form 55002009-10-015
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-011
Total of all active and inactive participants2009-10-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-012
Total participants2009-10-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on CHARLES BOND COMPANY RETIREMENT INCOME PLAN

Measure Date Value
2011 : CHARLES BOND COMPANY RETIREMENT INCOME PLAN 2011 401k financial data
Total income from all sources2011-02-28$5,239
Expenses. Total of all expenses incurred2011-02-28$152,567
Benefits paid (including direct rollovers)2011-02-28$127,458
Total plan assets at end of year2011-02-28$0
Total plan assets at beginning of year2011-02-28$147,328
Value of fidelity bond covering the plan2011-02-28$300,000
Expenses. Other expenses not covered elsewhere2011-02-28$25,109
Other income received2011-02-28$5,239
Net income (gross income less expenses)2011-02-28$-147,328
Net plan assets at end of year (total assets less liabilities)2011-02-28$0
Net plan assets at beginning of year (total assets less liabilities)2011-02-28$147,328
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-02-28$0
2010 : CHARLES BOND COMPANY RETIREMENT INCOME PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for CHARLES BOND COMPANY RETIREMENT INCOME PLAN

2010: CHARLES BOND COMPANY RETIREMENT INCOME PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingYes
2010-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan benefit arrangement – InsuranceYes
2009: CHARLES BOND COMPANY RETIREMENT INCOME PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes

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