ARTHUR FUNK & SONS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ARTHUR FUNK & SONS, INC. EMPLOYEE BENEFIT PLAN
401k plan membership statisitcs for ARTHUR FUNK & SONS, INC. EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2019: ARTHUR FUNK & SONS, INC. EMPLOYEE BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 34 |
| 2018: ARTHUR FUNK & SONS, INC. EMPLOYEE BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 38 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 39 |
| 2017: ARTHUR FUNK & SONS, INC. EMPLOYEE BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 32 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 32 |
| 2016: ARTHUR FUNK & SONS, INC. EMPLOYEE BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 30 |
| 2015: ARTHUR FUNK & SONS, INC. EMPLOYEE BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 34 |
| 2014: ARTHUR FUNK & SONS, INC. EMPLOYEE BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 33 |
| Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 0 |
| Total of all active and inactive participants | 2014-10-01 | 33 |
| Measure | Date | Value |
|---|
| 2019 : ARTHUR FUNK & SONS, INC. EMPLOYEE BENEFIT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $34,854 |
| Total plan liabilities at beginning of year | 2019-12-31 | $428,533 |
| Total income from all sources | 2019-12-31 | $525,619 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $211,437 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $26,338 |
| Total plan assets at end of year | 2019-12-31 | $88,954 |
| Total plan assets at beginning of year | 2019-12-31 | $168,451 |
| Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $150,776 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $167,949 |
| Other income received | 2019-12-31 | $239 |
| Net income (gross income less expenses) | 2019-12-31 | $314,182 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $54,100 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $-260,082 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $374,604 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $17,150 |
| 2018 : ARTHUR FUNK & SONS, INC. EMPLOYEE BENEFIT PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $428,533 |
| Total plan liabilities at beginning of year | 2018-12-31 | $31,194 |
| Total income from all sources | 2018-12-31 | $471,885 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $722,526 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $543,171 |
| Total plan assets at end of year | 2018-12-31 | $168,451 |
| Total plan assets at beginning of year | 2018-12-31 | $21,753 |
| Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $138,664 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $162,131 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $617 |
| Other income received | 2018-12-31 | $89 |
| Net income (gross income less expenses) | 2018-12-31 | $-250,641 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $-260,082 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $-9,441 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $332,515 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $17,224 |
| 2017 : ARTHUR FUNK & SONS, INC. EMPLOYEE BENEFIT PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $31,194 |
| Total plan liabilities at beginning of year | 2017-12-31 | $42,421 |
| Total income from all sources | 2017-12-31 | $374,346 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $346,877 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $201,771 |
| Total plan assets at end of year | 2017-12-31 | $21,753 |
| Total plan assets at beginning of year | 2017-12-31 | $5,511 |
| Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $115,124 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $127,107 |
| Other income received | 2017-12-31 | $3 |
| Net income (gross income less expenses) | 2017-12-31 | $27,469 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $-9,441 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $-36,910 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $259,219 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $17,999 |
| 2016 : ARTHUR FUNK & SONS, INC. EMPLOYEE BENEFIT PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $42,421 |
| Total plan liabilities at beginning of year | 2016-12-31 | $22,490 |
| Total income from all sources | 2016-12-31 | $146,308 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $201,978 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $85,150 |
| Total plan assets at end of year | 2016-12-31 | $5,511 |
| Total plan assets at beginning of year | 2016-12-31 | $41,250 |
| Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $105,758 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $101,212 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $60 |
| Net income (gross income less expenses) | 2016-12-31 | $-55,670 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $-36,910 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $18,760 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $40,490 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $15,616 |
| 2015 : ARTHUR FUNK & SONS, INC. EMPLOYEE BENEFIT PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $22,490 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $457,932 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $484,612 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $345,274 |
| Total plan assets at end of year | 2015-12-31 | $41,250 |
| Total plan assets at beginning of year | 2015-12-31 | $45,440 |
| Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $96,411 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $121,986 |
| Other income received | 2015-12-31 | $28 |
| Net income (gross income less expenses) | 2015-12-31 | $-26,680 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $18,760 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $45,440 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $361,493 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $17,352 |
| 2014 : ARTHUR FUNK & SONS, INC. EMPLOYEE BENEFIT PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $97,249 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $51,809 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $10,516 |
| Total plan assets at end of year | 2014-12-31 | $45,440 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $24,590 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $37,688 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $6 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $45,440 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $45,440 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $72,653 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,605 |
| 2019: ARTHUR FUNK & SONS, INC. EMPLOYEE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ARTHUR FUNK & SONS, INC. EMPLOYEE BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ARTHUR FUNK & SONS, INC. EMPLOYEE BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ARTHUR FUNK & SONS, INC. EMPLOYEE BENEFIT 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 – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ARTHUR FUNK & SONS, INC. EMPLOYEE BENEFIT 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ARTHUR FUNK & SONS, INC. EMPLOYEE BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | First time form 5500 has been submitted | Yes |
| 2014-10-01 | Submission has been amended | No |
| 2014-10-01 | This submission is the final filing | No |
| 2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2014-10-01 | Plan is a collectively bargained plan | No |
| 2014-10-01 | Plan funding arrangement – Trust | Yes |
| 2014-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-10-01 | Plan benefit arrangement - Trust | Yes |
| 2014-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
