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BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameBODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 002

BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

BODEK AND RHODES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BODEK AND RHODES, INC.
Employer identification number (EIN):231920612
NAIC Classification:424300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01TIMOTHY E. QUIGLEY
0022015-01-01TIMOTHY E. QUIGLEY
0022014-01-01TIMOTY QUIGLEY
0022013-01-01TIMOTHY QUIGLEY
0022012-01-01TIMOTHY QUIGLEY
0022011-01-01TIMOTHY QUIGLEY
0022010-01-01JEFF SCHER
0022009-01-01JEFF SCHER
0022009-01-01JEFF SCHER

Plan Statistics for BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2016: BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01292
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01306
Total number of active participants reported on line 7a of the Form 55002015-01-01252
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0141
Total of all active and inactive participants2015-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01293
Number of participants with account balances2015-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01300
Total number of active participants reported on line 7a of the Form 55002014-01-01289
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01305
Number of participants with account balances2014-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01268
Total number of active participants reported on line 7a of the Form 55002013-01-01271
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01285
Number of participants with account balances2013-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01268
Total number of active participants reported on line 7a of the Form 55002012-01-01256
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01268
Number of participants with account balances2012-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01250
Total number of active participants reported on line 7a of the Form 55002011-01-01255
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01268
Number of participants with account balances2011-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01259
Total number of active participants reported on line 7a of the Form 55002010-01-01241
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01250
Number of participants with account balances2010-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01247
Total number of active participants reported on line 7a of the Form 55002009-01-01250
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 participants2009-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01259
Number of participants with account balances2009-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2016 : BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-04-30$0
Total transfer of assets to this plan2016-04-30$0
Total transfer of assets from this plan2016-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$0
Total income from all sources (including contributions)2016-04-30$-584,357
Total loss/gain on sale of assets2016-04-30$0
Total of all expenses incurred2016-04-30$11,629,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$11,628,167
Expenses. Certain deemed distributions of participant loans2016-04-30$134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$0
Value of total assets at end of year2016-04-30$0
Value of total assets at beginning of year2016-04-30$12,213,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$795
Total interest from all sources2016-04-30$1,852
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$3,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-04-30$0
Total dividends received from registered investment company shares (eg mutual funds)2016-04-30$3,805
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$500,000
If this is an individual account plan, was there a blackout period2016-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-04-30$0
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Participant contributions at beginning of year2016-04-30$325,220
Administrative expenses (other) incurred2016-04-30$795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$-12,213,453
Value of net assets at end of year (total assets less liabilities)2016-04-30$0
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$12,213,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$11,888,233
Interest on participant loans2016-04-30$1,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-30$-590,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30No
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$11,628,167
Did the plan have assets held for investment2016-04-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30Yes
Opinion of an independent qualified public accountant for this plan2016-04-30Disclaimer
Accountancy firm name2016-04-30KREISCHER MILLER
Accountancy firm EIN2016-04-30231980475
2015 : BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$604,746
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,285,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,263,042
Expenses. Certain deemed distributions of participant loans2015-12-31$2,922
Value of total corrective distributions2015-12-31$15,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,081,491
Value of total assets at end of year2015-12-31$12,213,453
Value of total assets at beginning of year2015-12-31$13,893,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,867
Total interest from all sources2015-12-31$12,574
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$899,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$899,293
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$745,032
Participant contributions at end of year2015-12-31$325,220
Participant contributions at beginning of year2015-12-31$283,822
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$45,055
Administrative expenses (other) incurred2015-12-31$3,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,680,321
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,213,453
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,893,774
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$11,888,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,609,952
Interest on participant loans2015-12-31$12,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,388,612
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$291,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,263,042
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 name2015-12-31KREISCHER MILLER
Accountancy firm EIN2015-12-31231980475
2014 : BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$1,998,208
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,047,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$996,494
Expenses. Certain deemed distributions of participant loans2014-12-31$27,477
Value of total corrective distributions2014-12-31$20,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,136,540
Value of total assets at end of year2014-12-31$13,893,774
Value of total assets at beginning of year2014-12-31$12,943,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,925
Total interest from all sources2014-12-31$13,156
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,031,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,031,803
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$760,327
Participant contributions at end of year2014-12-31$283,822
Participant contributions at beginning of year2014-12-31$352,691
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$72,702
Other income not declared elsewhere2014-12-31$1
Administrative expenses (other) incurred2014-12-31$2,925
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$950,589
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,893,774
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,943,185
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$13,609,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,590,494
Interest on participant loans2014-12-31$13,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-183,292
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$303,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$996,494
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 name2014-12-31KREISCHER MILLER
Accountancy firm EIN2014-12-31231980475
2013 : BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 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$3,194,430
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$498,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$488,695
Expenses. Certain deemed distributions of participant loans2013-12-31$260
Value of total corrective distributions2013-12-31$6,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$984,897
Value of total assets at end of year2013-12-31$12,943,185
Value of total assets at beginning of year2013-12-31$10,247,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,080
Total interest from all sources2013-12-31$15,394
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$421,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$421,149
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$667,743
Participant contributions at end of year2013-12-31$352,691
Participant contributions at beginning of year2013-12-31$374,376
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$30,000
Administrative expenses (other) incurred2013-12-31$3,080
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$2,695,533
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,943,185
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,247,652
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$12,590,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,873,276
Interest on participant loans2013-12-31$15,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,772,990
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$287,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$488,695
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 name2013-12-31KREISCHER MILLER
Accountancy firm EIN2013-12-31231980475
2012 : BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 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$2,098,920
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$544,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$538,226
Expenses. Certain deemed distributions of participant loans2012-12-31$3,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$983,039
Value of total assets at end of year2012-12-31$10,247,652
Value of total assets at beginning of year2012-12-31$8,693,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,539
Total interest from all sources2012-12-31$13,709
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$251,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$251,666
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$651,708
Participant contributions at end of year2012-12-31$374,376
Participant contributions at beginning of year2012-12-31$319,262
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$67,215
Administrative expenses (other) incurred2012-12-31$2,539
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$1,554,543
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,247,652
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,693,109
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$9,873,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,373,847
Interest on participant loans2012-12-31$13,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$850,506
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$264,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$538,226
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 name2012-12-31SHULMAN,KURTZ, TURER
Accountancy firm EIN2012-12-31210738076
2011 : BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$668,554
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$360,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$353,179
Value of total corrective distributions2011-12-31$3,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$850,501
Value of total assets at end of year2011-12-31$8,693,109
Value of total assets at beginning of year2011-12-31$8,384,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,147
Total interest from all sources2011-12-31$11,497
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$241,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$241,583
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$605,488
Participant contributions at end of year2011-12-31$319,262
Participant contributions at beginning of year2011-12-31$264,946
Other income not declared elsewhere2011-12-31$2,836
Administrative expenses (other) incurred2011-12-31$3,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$308,235
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,693,109
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,384,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,373,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,234,091
Interest on participant loans2011-12-31$11,497
Value of interest in common/collective trusts at beginning of year2011-12-31$885,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-437,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$245,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$353,179
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SHULMAN,KURTZ, TURER
Accountancy firm EIN2011-12-31210738076
2010 : BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,796,422
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$416,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$397,326
Expenses. Certain deemed distributions of participant loans2010-12-31$9,831
Value of total corrective distributions2010-12-31$7,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$861,104
Value of total assets at end of year2010-12-31$8,384,874
Value of total assets at beginning of year2010-12-31$7,005,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,378
Total interest from all sources2010-12-31$13,809
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$106,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$106,843
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$595,227
Participant contributions at end of year2010-12-31$264,946
Participant contributions at beginning of year2010-12-31$243,186
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,955
Administrative expenses (other) incurred2010-12-31$2,378
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$1,379,794
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,384,874
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,005,080
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$7,234,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,877,234
Interest on participant loans2010-12-31$13,809
Value of interest in common/collective trusts at end of year2010-12-31$885,837
Value of interest in common/collective trusts at beginning of year2010-12-31$884,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$811,206
Net investment gain or loss from common/collective trusts2010-12-31$3,460
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$255,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$397,326
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 name2010-12-31SHULMAN,KURTZ, TURER
Accountancy firm EIN2010-12-31210738076
2009 : BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN

2016: BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 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 filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 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: BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 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: BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 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: BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 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: BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 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
2010: BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BODEK & RHODES, INC. 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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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