401k Plan data: BACHARACH, INC. 401(K) SAVINGS PLAN plan

BACHARACH, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	BACHARACH, INC. 401(K) SAVINGS PLAN
Plan identification number	003

BACHARACH, INC. 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined 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

BACHARACH, INC. has sponsored the creation of one or more 401k plans.

Company Name: BACHARACH, INC.

Employer identification number (EIN): 260792273

NAIC Classification: 334500

Additional information about BACHARACH, INC.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division

Incorporation Date: 2007-09-13

Company Identification Number: 84110

Legal Registered Office Address: 100 NORTH MAIN STREET
SUITE 2
BARRE
United States of America (USA)
05641

More information about BACHARACH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BACHARACH, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-01-01
003 2021-01-01 LESLIE QUEALY
003 2020-01-01
003 2019-01-01
003 2019-01-01
003 2019-01-01
003 2018-01-01 BRIAN ROBBINS 2019-05-28
003 2017-01-01 BRIAN ROBBINS 2018-09-06
003 2016-01-01 BRIAN ROBBINS 2017-07-24
003 2015-01-01 BRIAN ROBBINS 2016-08-09
003 2014-01-01 BRIAN ROBBINS 2015-08-03
003 2013-01-01 BRIAN ROBBINS 2014-07-21
003 2012-01-01 BRIAN ROBBINS 2013-09-19
003 2011-01-01 BRIAN ROBBINS 2012-08-17
003 2010-01-01 BRIAN ROBBINS 2011-06-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2021-01-01
003	2021-01-01	LESLIE QUEALY
003	2020-01-01
003	2019-01-01
003	2019-01-01
003	2019-01-01
003	2018-01-01	BRIAN ROBBINS	2019-05-28
003	2017-01-01	BRIAN ROBBINS	2018-09-06
003	2016-01-01	BRIAN ROBBINS	2017-07-24
003	2015-01-01	BRIAN ROBBINS	2016-08-09
003	2014-01-01	BRIAN ROBBINS	2015-08-03
003	2013-01-01	BRIAN ROBBINS	2014-07-21
003	2012-01-01	BRIAN ROBBINS	2013-09-19
003	2011-01-01	BRIAN ROBBINS	2012-08-17
003	2010-01-01	BRIAN ROBBINS	2011-06-24

Plan Statistics for BACHARACH, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for BACHARACH, INC. 401(K) SAVINGS PLAN

Measure Date Value
2021: BACHARACH, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
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 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BACHARACH, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 138
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 42
Total of all active and inactive participants 2020-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 185
Number of participants with account balances 2020-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: BACHARACH, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 155
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 36
Total of all active and inactive participants 2019-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 191
Number of participants with account balances 2019-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5

Measure	Date	Value
2021: BACHARACH, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
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	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BACHARACH, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	138
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	42
Total of all active and inactive participants	2020-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	185
Number of participants with account balances	2020-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: BACHARACH, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	155
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	36
Total of all active and inactive participants	2019-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	191
Number of participants with account balances	2019-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5

Financial Data on BACHARACH, INC. 401(K) SAVINGS PLAN

Measure	Date	Value
2021 : BACHARACH, INC. 401(K) SAVINGS PLAN 2021 401k financial data
Total transfer of assets from this plan	2021-12-31	$12,057,714
Total income from all sources (including contributions)	2021-12-31	$2,816,080
Total of all expenses incurred	2021-12-31	$1,092,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,013,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,302,905
Value of total assets at end of year	2021-12-31	$0
Value of total assets at beginning of year	2021-12-31	$10,334,432
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$79,362
Total interest from all sources	2021-12-31	$31,715
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$105,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$105,705
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,007,238
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$26,309
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	$1,723,282
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,334,432
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,951,918
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$7,303,664
Interest on participant loans	2021-12-31	$1,987
Interest earned on other investments	2021-12-31	$29,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,052,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$142,735
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,233,020
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	No
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	$295,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,013,436
Contract administrator fees	2021-12-31	$79,362
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	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	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	Yes
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN	2021-12-31	251408703
2020 : BACHARACH, INC. 401(K) SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$2,595,260
Total of all expenses incurred	2020-12-31	$806,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$759,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,069,371
Value of total assets at end of year	2020-12-31	$10,334,432
Value of total assets at beginning of year	2020-12-31	$8,545,904
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$46,794
Total interest from all sources	2020-12-31	$37,796
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$44,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$44,039
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$926,511
Participant contributions at end of year	2020-12-31	$26,309
Participant contributions at beginning of year	2020-12-31	$21,914
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	$1,788,528
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,334,432
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,545,904
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,951,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,971,753
Value of interest in pooled separate accounts at end of year	2020-12-31	$7,303,664
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$5,658,672
Interest on participant loans	2020-12-31	$1,464
Interest earned on other investments	2020-12-31	$36,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,052,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$893,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$53,630
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,390,424
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	No
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	$142,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$759,938
Contract administrator fees	2020-12-31	$46,794
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	Unqualified
Accountancy firm name	2020-12-31	SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN	2020-12-31	251408703
2019 : BACHARACH, INC. 401(K) SAVINGS PLAN 2019 401k financial data
Total transfer of assets to this plan	2019-12-31	$16,954
Total transfer of assets from this plan	2019-12-31	$31,391
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$654
Total income from all sources (including contributions)	2019-12-31	$2,940,434
Total of all expenses incurred	2019-12-31	$1,112,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,103,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,445,787
Value of total assets at end of year	2019-12-31	$8,545,904
Value of total assets at beginning of year	2019-12-31	$6,733,372
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,964
Total interest from all sources	2019-12-31	$28,966
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$52,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$52,275
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$977,325
Participant contributions at end of year	2019-12-31	$21,914
Participant contributions at beginning of year	2019-12-31	$25,102
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$183,340
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,827,623
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,545,904
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,732,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,971,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,658,672
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$5,782,959
Interest on participant loans	2019-12-31	$1,510
Interest earned on other investments	2019-12-31	$27,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$893,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$925,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$58,092
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,355,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$285,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,103,847
Contract administrator fees	2019-12-31	$8,964
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN	2019-12-31	251408703

Form 5500 Responses for BACHARACH, INC. 401(K) SAVINGS PLAN

2021: BACHARACH, INC. 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BACHARACH, INC. 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BACHARACH, INC. 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	84320-1
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	84320-1
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	84320-1
Policy instance	1

Potentially related plans

BACHARACH, INC. HEALTH AND WELFARE PLAN [EIN = 464914866]

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Company Name:	BACHARACH, INC.
Employer identification number (EIN):	260792273
NAIC Classification:	334500

Jurisdiction of Incorporation:	Vermont Secretary of State Corporations Division
Incorporation Date:	2007-09-13
Company Identification Number:	84110
Legal Registered Office Address:	100 NORTH MAIN STREET SUITE 2 BARRE United States of America (USA) 05641