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BOSSELMAN EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameBOSSELMAN EMPLOYEE RETIREMENT PLAN
Plan identification number 001

BOSSELMAN EMPLOYEE RETIREMENT 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

BOSSELMAN ADMINISTRATIVE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BOSSELMAN ADMINISTRATIVE SERVICES, INC.
Employer identification number (EIN):271843513
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSSELMAN EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRANDI BOSSELMAN
0012016-01-01JUDY CREECH
0012015-01-01RAMONA OTTO
0012014-01-01RAMONA OTTO
0012013-01-01RAMONA OTTO

Plan Statistics for BOSSELMAN EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for BOSSELMAN EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022: BOSSELMAN EMPLOYEE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01948
Total number of active participants reported on line 7a of the Form 55002022-01-01849
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0169
Total of all active and inactive participants2022-01-01919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01920
Number of participants with account balances2022-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0135
2021: BOSSELMAN EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01919
Total number of active participants reported on line 7a of the Form 55002021-01-01833
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0180
Total of all active and inactive participants2021-01-01914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01916
Number of participants with account balances2021-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0152
2020: BOSSELMAN EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,035
Total number of active participants reported on line 7a of the Form 55002020-01-01810
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0183
Total of all active and inactive participants2020-01-01893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01894
Number of participants with account balances2020-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0164
2019: BOSSELMAN EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,029
Total number of active participants reported on line 7a of the Form 55002019-01-01947
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0150
Total of all active and inactive participants2019-01-01998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01999
Number of participants with account balances2019-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0124
2018: BOSSELMAN EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,000
Total number of active participants reported on line 7a of the Form 55002018-01-01936
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01995
Number of participants with account balances2018-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0131
2017: BOSSELMAN EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,200
Total number of active participants reported on line 7a of the Form 55002017-01-01934
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01986
Number of participants with account balances2017-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0153
2016: BOSSELMAN EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,209
Total number of active participants reported on line 7a of the Form 55002016-01-011,049
Number of other retired or separated participants entitled to future benefits2016-01-01133
Total of all active and inactive participants2016-01-011,182
Total participants2016-01-011,182
Number of participants with account balances2016-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0136
2015: BOSSELMAN EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,329
Total number of active participants reported on line 7a of the Form 55002015-01-011,048
Number of other retired or separated participants entitled to future benefits2015-01-01101
Total of all active and inactive participants2015-01-011,149
Total participants2015-01-011,149
Number of participants with account balances2015-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0133
2014: BOSSELMAN EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,289
Total number of active participants reported on line 7a of the Form 55002014-01-011,065
Number of other retired or separated participants entitled to future benefits2014-01-01105
Total of all active and inactive participants2014-01-011,170
Total participants2014-01-011,170
Number of participants with account balances2014-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0146
2013: BOSSELMAN EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,109
Total number of active participants reported on line 7a of the Form 55002013-01-011,056
Number of other retired or separated participants entitled to future benefits2013-01-0170
Total of all active and inactive participants2013-01-011,126
Total participants2013-01-011,126
Number of participants with account balances2013-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0134

Financial Data on BOSSELMAN EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022 : BOSSELMAN EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-324,690
Total of all expenses incurred2022-12-31$890,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$763,380
Value of total corrective distributions2022-12-31$85,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,648,740
Value of total assets at end of year2022-12-31$11,203,862
Value of total assets at beginning of year2022-12-31$12,418,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$41,283
Total interest from all sources2022-12-31$12,760
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$188,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$188,407
Administrative expenses professional fees incurred2022-12-31$4,384
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,053,729
Participant contributions at end of year2022-12-31$171,243
Participant contributions at beginning of year2022-12-31$158,465
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$244,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,214,740
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,203,862
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,418,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$10,085
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,656,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,064,058
Interest on participant loans2022-12-31$7,363
Interest earned on other investments2022-12-31$5,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$375,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$196,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,174,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$350,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$763,380
Contract administrator fees2022-12-31$26,814
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LUTZ & COMPANY, P.C.
Accountancy firm EIN2022-12-31470625816
2021 : BOSSELMAN EMPLOYEE RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,854,439
Total of all expenses incurred2021-12-31$1,938,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,818,111
Expenses. Certain deemed distributions of participant loans2021-12-31$12,525
Value of total corrective distributions2021-12-31$28,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,512,896
Value of total assets at end of year2021-12-31$12,418,602
Value of total assets at beginning of year2021-12-31$11,502,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$79,544
Total interest from all sources2021-12-31$12,550
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$357,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$357,022
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,001,568
Participant contributions at end of year2021-12-31$158,465
Participant contributions at beginning of year2021-12-31$232,173
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$165,974
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$30,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$915,940
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,418,602
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,502,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$49,093
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,064,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,042,248
Interest on participant loans2021-12-31$9,141
Interest earned on other investments2021-12-31$3,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$196,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$228,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$971,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$345,354
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,818,111
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LUTZ & COMPANY, P.C.
Accountancy firm EIN2021-12-31470625816
2020 : BOSSELMAN EMPLOYEE RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,635,685
Total of all expenses incurred2020-12-31$1,019,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$935,822
Value of total corrective distributions2020-12-31$46,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,119,649
Value of total assets at end of year2020-12-31$11,502,662
Value of total assets at beginning of year2020-12-31$9,886,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,759
Total interest from all sources2020-12-31$17,434
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$131,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$131,552
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$956,329
Participant contributions at end of year2020-12-31$232,173
Participant contributions at beginning of year2020-12-31$223,919
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,735
Administrative expenses (other) incurred2020-12-31$10,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,616,020
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,502,662
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,886,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$26,880
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,042,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,411,427
Interest on participant loans2020-12-31$13,410
Interest earned on other investments2020-12-31$4,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$228,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$251,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,221,418
Net investment gain/loss from pooled separate accounts2020-12-31$145,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$151,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$935,822
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LUTZ & COMPANY,P.C
Accountancy firm EIN2020-12-31470625816
2019 : BOSSELMAN EMPLOYEE RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,936,955
Total of all expenses incurred2019-12-31$556,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$479,731
Value of total corrective distributions2019-12-31$32,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,339,366
Value of total assets at end of year2019-12-31$9,886,642
Value of total assets at beginning of year2019-12-31$7,506,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,947
Total interest from all sources2019-12-31$11,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$9,254
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$925,724
Participant contributions at end of year2019-12-31$223,919
Participant contributions at beginning of year2019-12-31$176,741
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$84,547
Administrative expenses (other) incurred2019-12-31$7,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,380,185
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,886,642
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,506,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$27,931
Value of interest in pooled separate accounts at end of year2019-12-31$9,411,427
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,104,712
Interest on participant loans2019-12-31$11,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$251,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$225,004
Net investment gain/loss from pooled separate accounts2019-12-31$1,585,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$329,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$479,731
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LUTZ & COMPANY, P.C
Accountancy firm EIN2019-12-31470625816
2018 : BOSSELMAN EMPLOYEE RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$621,512
Total of all expenses incurred2018-12-31$1,668,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,578,423
Value of total corrective distributions2018-12-31$45,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,070,420
Value of total assets at end of year2018-12-31$7,506,457
Value of total assets at beginning of year2018-12-31$8,553,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$45,033
Total interest from all sources2018-12-31$7,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$13,749
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$796,818
Participant contributions at end of year2018-12-31$176,741
Participant contributions at beginning of year2018-12-31$160,080
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$7,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,047,435
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,506,457
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,553,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$24,110
Value of interest in pooled separate accounts at end of year2018-12-31$7,104,712
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,205,412
Interest on participant loans2018-12-31$7,383
Interest earned on other investments2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$225,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$188,400
Net investment gain/loss from pooled separate accounts2018-12-31$-456,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$273,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,578,423
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LUTZ & COMPANY, P.C
Accountancy firm EIN2018-12-31470625816
2017 : BOSSELMAN EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,000,796
Total of all expenses incurred2017-12-31$745,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$680,278
Expenses. Certain deemed distributions of participant loans2017-12-31$190
Value of total corrective distributions2017-12-31$31,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$982,975
Value of total assets at end of year2017-12-31$8,553,892
Value of total assets at beginning of year2017-12-31$7,298,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,759
Total interest from all sources2017-12-31$8,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$6,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$654,855
Participant contributions at end of year2017-12-31$160,080
Participant contributions at beginning of year2017-12-31$140,313
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$113,723
Administrative expenses (other) incurred2017-12-31$8,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,254,969
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,553,892
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,298,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$19,018
Value of interest in pooled separate accounts at end of year2017-12-31$8,205,412
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,924,880
Interest on participant loans2017-12-31$6,809
Interest earned on other investments2017-12-31$1,473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$188,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$233,730
Net investment gain/loss from pooled separate accounts2017-12-31$1,009,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$214,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$680,278
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LUTZ & COMPANY, P.C.
Accountancy firm EIN2017-12-31470625816
2016 : BOSSELMAN EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,388,103
Total of all expenses incurred2016-12-31$662,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$604,323
Value of total corrective distributions2016-12-31$34,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$930,178
Value of total assets at end of year2016-12-31$7,298,923
Value of total assets at beginning of year2016-12-31$6,573,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,549
Total interest from all sources2016-12-31$5,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$612,945
Participant contributions at end of year2016-12-31$140,313
Participant contributions at beginning of year2016-12-31$123,957
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$86,670
Other income not declared elsewhere2016-12-31$19,896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$725,412
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,298,923
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,573,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$6,924,880
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,308,921
Interest on participant loans2016-12-31$5,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$233,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$140,633
Net investment gain/loss from pooled separate accounts2016-12-31$432,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$230,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$604,323
Contract administrator fees2016-12-31$23,549
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LUTZ & COMPANY, P.C.
Accountancy firm EIN2016-12-31470625816
2015 : BOSSELMAN EMPLOYEE RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$710,815
Total of all expenses incurred2015-12-31$1,521,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,481,393
Value of total corrective distributions2015-12-31$15,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$800,786
Value of total assets at end of year2015-12-31$6,573,511
Value of total assets at beginning of year2015-12-31$7,384,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,607
Total interest from all sources2015-12-31$5,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$7,300
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$523,792
Participant contributions at end of year2015-12-31$123,957
Participant contributions at beginning of year2015-12-31$118,605
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$19,559
Other income not declared elsewhere2015-12-31$20,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-810,967
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,573,511
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,384,478
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
Investment advisory and management fees2015-12-31$17,307
Value of interest in pooled separate accounts at end of year2015-12-31$6,308,921
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,054,113
Interest on participant loans2015-12-31$5,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$160,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$160,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$140,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$51,027
Net investment gain/loss from pooled separate accounts2015-12-31$-115,456
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$257,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,481,393
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 name2015-12-31MCDERMOTT & MILLER
Accountancy firm EIN2015-12-31470608676
2014 : BOSSELMAN EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,310,485
Total of all expenses incurred2014-12-31$597,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$558,479
Expenses. Certain deemed distributions of participant loans2014-12-31$4,378
Value of total corrective distributions2014-12-31$11,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$868,657
Value of total assets at end of year2014-12-31$7,384,478
Value of total assets at beginning of year2014-12-31$6,671,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,177
Total interest from all sources2014-12-31$4,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$6,222
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$459,643
Participant contributions at end of year2014-12-31$118,605
Participant contributions at beginning of year2014-12-31$93,484
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$238,958
Other income not declared elsewhere2014-12-31$15,490
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$712,949
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,384,478
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,671,529
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
Investment advisory and management fees2014-12-31$16,955
Value of interest in pooled separate accounts at end of year2014-12-31$7,054,113
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,535,911
Interest on participant loans2014-12-31$4,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$160,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$9,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$51,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$32,614
Net investment gain/loss from pooled separate accounts2014-12-31$421,468
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$170,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$558,479
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 name2014-12-31MCDERMOTT & MILLER
Accountancy firm EIN2014-12-31470608676
2013 : BOSSELMAN EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,450,305
Total of all expenses incurred2013-12-31$949,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$900,519
Value of total corrective distributions2013-12-31$25,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$558,567
Value of total assets at end of year2013-12-31$6,671,529
Value of total assets at beginning of year2013-12-31$6,170,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,414
Total interest from all sources2013-12-31$1,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$3,700
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 period2013-12-31Yes
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$450,708
Participant contributions at end of year2013-12-31$93,484
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$54,135
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$500,825
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,671,529
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,170,704
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
Investment advisory and management fees2013-12-31$7,702
Value of interest in pooled separate accounts at end of year2013-12-31$6,535,911
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,930,968
Interest on participant loans2013-12-31$1,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,520
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$32,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$239,736
Net investment gain/loss from pooled separate accounts2013-12-31$890,042
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$53,724
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$900,519
Contract administrator fees2013-12-31$12,012
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31MCDERMOTT & MILLER
Accountancy firm EIN2013-12-31470608676

Form 5500 Responses for BOSSELMAN EMPLOYEE RETIREMENT PLAN

2022: BOSSELMAN EMPLOYEE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BOSSELMAN EMPLOYEE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BOSSELMAN EMPLOYEE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOSSELMAN EMPLOYEE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BOSSELMAN EMPLOYEE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BOSSELMAN EMPLOYEE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BOSSELMAN EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BOSSELMAN EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BOSSELMAN EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BOSSELMAN EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513531
Policy instance 1
Insurance contract or identification number513531
Number of Individuals Covered366
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513531
Policy instance 1
Insurance contract or identification number513531
Number of Individuals Covered348
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513531/804218
Policy instance 1
Insurance contract or identification number513531/804218
Number of Individuals Covered368
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804218
Policy instance 1
Insurance contract or identification number804218
Number of Individuals Covered389
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804218
Policy instance 1
Insurance contract or identification number804218
Number of Individuals Covered329
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804218-000
Policy instance 1
Insurance contract or identification number804218-000
Number of Individuals Covered404
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804218-000
Policy instance 1
Insurance contract or identification number804218-000
Number of Individuals Covered369
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number425842
Policy instance 1
Insurance contract or identification number425842
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-05-28
Total amount of commissions paid to insurance brokerUSD $7,100
Total amount of fees paid to insurance companyUSD $692
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,100
Amount paid for insurance broker fees692
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTBS AGENCY INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804218-000
Policy instance 2
Insurance contract or identification number804218-000
Number of Individuals Covered1126
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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