BOWERSTON SHALE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE BOWERSTON SHALE EMPLOYEES PENSION PLAN
Measure | Date | Value |
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2022: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-06-30 | 3,172,772 |
Acturial value of plan assets | 2022-06-30 | 3,172,772 |
Funding target for retired participants and beneficiaries receiving payment | 2022-06-30 | 0 |
Number of terminated vested participants | 2022-06-30 | 11 |
Fundng target for terminated vested participants | 2022-06-30 | 801,943 |
Active participant vested funding target | 2022-06-30 | 2,569,826 |
Number of active participants | 2022-06-30 | 49 |
Total funding liabilities for active participants | 2022-06-30 | 2,612,534 |
Total participant count | 2022-06-30 | 60 |
Total funding target for all participants | 2022-06-30 | 3,414,477 |
Balance at beginning of prior year after applicable adjustments | 2022-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-06-30 | 395,763 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-06-30 | 0 |
Amount remaining of carryover balance | 2022-06-30 | 0 |
Amount remaining of prefunding balance | 2022-06-30 | 395,763 |
Present value of excess contributions | 2022-06-30 | 34,545 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-06-30 | 36,452 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-06-30 | 0 |
Balance of carryovers at beginning of current year | 2022-06-30 | 0 |
Balance of prefunding at beginning of current year | 2022-06-30 | 412,187 |
Total employer contributions | 2022-06-30 | 79,116 |
Total employee contributions | 2022-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-06-30 | 75,875 |
Liquidity shortfalls end of Q1 | 2022-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2022-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2022-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2022-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2022-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-06-30 | 14,905 |
Net shortfall amortization installment of oustanding balance | 2022-06-30 | 653,892 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-06-30 | 75,875 |
Carryover balance elected to use to offset funding requirement | 2022-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-06-30 | 0 |
Additional cash requirement | 2022-06-30 | 75,875 |
Contributions allocatedtoward minimum required contributions for current year | 2022-06-30 | 75,875 |
Unpaid minimum required contributions for current year | 2022-06-30 | 0 |
Unpaid minimum required contributions for all years | 2022-06-30 | 0 |
2021: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-06-30 | 3,596,746 |
Acturial value of plan assets | 2021-06-30 | 3,596,746 |
Funding target for retired participants and beneficiaries receiving payment | 2021-06-30 | 0 |
Number of terminated vested participants | 2021-06-30 | 6 |
Fundng target for terminated vested participants | 2021-06-30 | 101,940 |
Active participant vested funding target | 2021-06-30 | 3,681,251 |
Number of active participants | 2021-06-30 | 59 |
Total funding liabilities for active participants | 2021-06-30 | 3,709,697 |
Total participant count | 2021-06-30 | 65 |
Total funding target for all participants | 2021-06-30 | 3,811,637 |
Balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-06-30 | 372,133 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-06-30 | 0 |
Amount remaining of carryover balance | 2021-06-30 | 0 |
Amount remaining of prefunding balance | 2021-06-30 | 372,133 |
Present value of excess contributions | 2021-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-06-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-06-30 | 0 |
Balance of carryovers at beginning of current year | 2021-06-30 | 0 |
Balance of prefunding at beginning of current year | 2021-06-30 | 395,763 |
Total employer contributions | 2021-06-30 | 200,000 |
Total employee contributions | 2021-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-06-30 | 194,984 |
Unpaid minimum required contributions for all prior years | 2021-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-06-30 | 32,383 |
Net shortfall amortization installment of oustanding balance | 2021-06-30 | 610,654 |
Waiver amortization installment | 2021-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-06-30 | 160,439 |
Carryover balance elected to use to offset funding requirement | 2021-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-06-30 | 0 |
Additional cash requirement | 2021-06-30 | 160,439 |
Contributions allocatedtoward minimum required contributions for current year | 2021-06-30 | 194,984 |
Unpaid minimum required contributions for current year | 2021-06-30 | 0 |
Unpaid minimum required contributions for all years | 2021-06-30 | 0 |
2020: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-06-30 | 3,268,703 |
Acturial value of plan assets | 2020-06-30 | 3,268,703 |
Funding target for retired participants and beneficiaries receiving payment | 2020-06-30 | 0 |
Number of terminated vested participants | 2020-06-30 | 7 |
Fundng target for terminated vested participants | 2020-06-30 | 107,196 |
Active participant vested funding target | 2020-06-30 | 3,468,577 |
Number of active participants | 2020-06-30 | 53 |
Total funding liabilities for active participants | 2020-06-30 | 3,513,516 |
Total participant count | 2020-06-30 | 60 |
Total funding target for all participants | 2020-06-30 | 3,620,712 |
Balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-06-30 | 376,517 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-06-30 | 0 |
Amount remaining of carryover balance | 2020-06-30 | 0 |
Amount remaining of prefunding balance | 2020-06-30 | 376,517 |
Present value of excess contributions | 2020-06-30 | 4,787 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-06-30 | 5,067 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-06-30 | 26,636 |
Balance of carryovers at beginning of current year | 2020-06-30 | 0 |
Balance of prefunding at beginning of current year | 2020-06-30 | 372,133 |
Total employer contributions | 2020-06-30 | 367,994 |
Total employee contributions | 2020-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-06-30 | 356,247 |
Unpaid minimum required contributions for all prior years | 2020-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-06-30 | 225,752 |
Net shortfall amortization installment of oustanding balance | 2020-06-30 | 724,142 |
Waiver amortization installment | 2020-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-06-30 | 356,247 |
Carryover balance elected to use to offset funding requirement | 2020-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-06-30 | 0 |
Additional cash requirement | 2020-06-30 | 356,247 |
Contributions allocatedtoward minimum required contributions for current year | 2020-06-30 | 356,247 |
Unpaid minimum required contributions for current year | 2020-06-30 | 0 |
Unpaid minimum required contributions for all years | 2020-06-30 | 0 |
2019: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-06-30 | 3,021,659 |
Acturial value of plan assets | 2019-06-30 | 3,021,659 |
Funding target for retired participants and beneficiaries receiving payment | 2019-06-30 | 0 |
Number of terminated vested participants | 2019-06-30 | 6 |
Fundng target for terminated vested participants | 2019-06-30 | 97,883 |
Active participant vested funding target | 2019-06-30 | 3,163,609 |
Number of active participants | 2019-06-30 | 58 |
Total funding liabilities for active participants | 2019-06-30 | 3,208,544 |
Total participant count | 2019-06-30 | 64 |
Total funding target for all participants | 2019-06-30 | 3,306,427 |
Balance at beginning of prior year after applicable adjustments | 2019-06-30 | 23,375 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-06-30 | 476,961 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-06-30 | 0 |
Amount remaining of carryover balance | 2019-06-30 | 23,375 |
Amount remaining of prefunding balance | 2019-06-30 | 476,961 |
Present value of excess contributions | 2019-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-06-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-06-30 | 24,296 |
Reductions in prefunding balances due to elections or deemed elections | 2019-06-30 | 119,236 |
Balance of carryovers at beginning of current year | 2019-06-30 | 0 |
Balance of prefunding at beginning of current year | 2019-06-30 | 376,517 |
Total employer contributions | 2019-06-30 | 312,920 |
Total employee contributions | 2019-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-06-30 | 302,796 |
Liquidity shortfalls end of Q1 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2019-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-06-30 | 194,732 |
Net shortfall amortization installment of oustanding balance | 2019-06-30 | 661,285 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-06-30 | 302,687 |
Carryover balance elected to use to offset funding requirement | 2019-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-06-30 | 0 |
Additional cash requirement | 2019-06-30 | 302,687 |
Contributions allocatedtoward minimum required contributions for current year | 2019-06-30 | 302,796 |
Unpaid minimum required contributions for current year | 2019-06-30 | 0 |
Unpaid minimum required contributions for all years | 2019-06-30 | 0 |
2018: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-06-30 | 2,964,835 |
Acturial value of plan assets | 2018-06-30 | 2,964,835 |
Number of terminated vested participants | 2018-06-30 | 7 |
Fundng target for terminated vested participants | 2018-06-30 | 100,701 |
Active participant vested funding target | 2018-06-30 | 2,651,719 |
Number of active participants | 2018-06-30 | 62 |
Total funding liabilities for active participants | 2018-06-30 | 2,831,031 |
Total participant count | 2018-06-30 | 69 |
Total funding target for all participants | 2018-06-30 | 2,931,732 |
Balance at beginning of prior year after applicable adjustments | 2018-06-30 | 22,294 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-06-30 | 454,898 |
Amount remaining of carryover balance | 2018-06-30 | 22,294 |
Amount remaining of prefunding balance | 2018-06-30 | 454,898 |
Present value of excess contributions | 2018-06-30 | 41,847 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-06-30 | 44,446 |
Balance of carryovers at beginning of current year | 2018-06-30 | 23,375 |
Balance of prefunding at beginning of current year | 2018-06-30 | 476,961 |
Total employer contributions | 2018-06-30 | 179,719 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-06-30 | 173,654 |
Minimum required contributions for current year target normal cost | 2018-06-30 | 173,654 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-06-30 | 173,654 |
Additional cash requirement | 2018-06-30 | 173,654 |
Contributions allocatedtoward minimum required contributions for current year | 2018-06-30 | 173,654 |
Unpaid minimum required contributions for all years | 2018-06-30 | 0 |
2017: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 52 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 6 |
Total of all active and inactive participants | 2017-07-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
Total participants | 2017-07-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 7 |
Market value of plan assets | 2017-06-30 | 3,994,654 |
Acturial value of plan assets | 2017-06-30 | 3,994,654 |
Number of terminated vested participants | 2017-06-30 | 6 |
Fundng target for terminated vested participants | 2017-06-30 | 90,425 |
Active participant vested funding target | 2017-06-30 | 3,256,192 |
Number of active participants | 2017-06-30 | 62 |
Total funding liabilities for active participants | 2017-06-30 | 3,308,209 |
Total participant count | 2017-06-30 | 68 |
Total funding target for all participants | 2017-06-30 | 3,398,634 |
Balance at beginning of prior year after applicable adjustments | 2017-06-30 | 21,507 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-06-30 | 438,837 |
Amount remaining of carryover balance | 2017-06-30 | 21,507 |
Amount remaining of prefunding balance | 2017-06-30 | 438,837 |
Present value of excess contributions | 2017-06-30 | 73,412 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-06-30 | 78,118 |
Balance of carryovers at beginning of current year | 2017-06-30 | 22,294 |
Balance of prefunding at beginning of current year | 2017-06-30 | 454,898 |
Total employer contributions | 2017-06-30 | 100,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-06-30 | 96,963 |
Minimum required contributions for current year target normal cost | 2017-06-30 | 173,944 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-06-30 | 55,116 |
Additional cash requirement | 2017-06-30 | 55,116 |
Contributions allocatedtoward minimum required contributions for current year | 2017-06-30 | 96,963 |
Unpaid minimum required contributions for all years | 2017-06-30 | 0 |
2016: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 49 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 7 |
Total of all active and inactive participants | 2016-07-01 | 56 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
Total participants | 2016-07-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 4 |
2015: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 57 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 6 |
Total of all active and inactive participants | 2015-07-01 | 63 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 6 |
2014: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 50 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 6 |
Total of all active and inactive participants | 2014-07-01 | 56 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
Total participants | 2014-07-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 2 |
2013: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 52 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 5 |
Total of all active and inactive participants | 2013-07-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
2012: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 49 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 6 |
Total of all active and inactive participants | 2012-07-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
2011: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 64 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 52 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 5 |
Total of all active and inactive participants | 2011-07-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
Total participants | 2011-07-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 2 |
2009: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 54 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 4 |
Total of all active and inactive participants | 2009-07-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 58 |
Measure | Date | Value |
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2017 : THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2017 401k financial data |
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Total income from all sources | 2017-06-30 | $317,192 |
Expenses. Total of all expenses incurred | 2017-06-30 | $1,347,011 |
Benefits paid (including direct rollovers) | 2017-06-30 | $1,294,653 |
Total plan assets at end of year | 2017-06-30 | $2,964,835 |
Total plan assets at beginning of year | 2017-06-30 | $3,994,654 |
Value of fidelity bond covering the plan | 2017-06-30 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2017-06-30 | $52,358 |
Other income received | 2017-06-30 | $217,192 |
Net income (gross income less expenses) | 2017-06-30 | $-1,029,819 |
Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $2,964,835 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $3,994,654 |
Total contributions received or receivable from employer(s) | 2017-06-30 | $100,000 |
2016 : THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2016 401k financial data |
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Total income from all sources | 2016-06-30 | $278,200 |
Expenses. Total of all expenses incurred | 2016-06-30 | $103,466 |
Benefits paid (including direct rollovers) | 2016-06-30 | $103,466 |
Total plan assets at end of year | 2016-06-30 | $3,994,654 |
Total plan assets at beginning of year | 2016-06-30 | $3,819,920 |
Value of fidelity bond covering the plan | 2016-06-30 | $500,000 |
Other income received | 2016-06-30 | $203,200 |
Net income (gross income less expenses) | 2016-06-30 | $174,734 |
Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $3,994,654 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $3,819,920 |
Total contributions received or receivable from employer(s) | 2016-06-30 | $75,000 |
2015 : THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2015 401k financial data |
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Total income from all sources | 2015-06-30 | $249,032 |
Expenses. Total of all expenses incurred | 2015-06-30 | $336,868 |
Benefits paid (including direct rollovers) | 2015-06-30 | $336,868 |
Total plan assets at end of year | 2015-06-30 | $3,819,920 |
Total plan assets at beginning of year | 2015-06-30 | $3,907,756 |
Value of fidelity bond covering the plan | 2015-06-30 | $500,000 |
Other income received | 2015-06-30 | $199,032 |
Net income (gross income less expenses) | 2015-06-30 | $-87,836 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $3,819,920 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $3,907,756 |
Total contributions received or receivable from employer(s) | 2015-06-30 | $50,000 |
2014 : THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2014 401k financial data |
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Total income from all sources | 2014-06-30 | $329,865 |
Expenses. Total of all expenses incurred | 2014-06-30 | $381,541 |
Benefits paid (including direct rollovers) | 2014-06-30 | $381,541 |
Total plan assets at end of year | 2014-06-30 | $3,907,756 |
Total plan assets at beginning of year | 2014-06-30 | $3,959,432 |
Value of fidelity bond covering the plan | 2014-06-30 | $500,000 |
Other income received | 2014-06-30 | $229,865 |
Net income (gross income less expenses) | 2014-06-30 | $-51,676 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $3,907,756 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $3,959,432 |
Total contributions received or receivable from employer(s) | 2014-06-30 | $100,000 |
2013 : THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2013 401k financial data |
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Total income from all sources | 2013-06-30 | $251,354 |
Expenses. Total of all expenses incurred | 2013-06-30 | $11,150 |
Benefits paid (including direct rollovers) | 2013-06-30 | $11,150 |
Total plan assets at end of year | 2013-06-30 | $3,959,432 |
Total plan assets at beginning of year | 2013-06-30 | $3,719,228 |
Value of fidelity bond covering the plan | 2013-06-30 | $500,000 |
Other income received | 2013-06-30 | $211,354 |
Net income (gross income less expenses) | 2013-06-30 | $240,204 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $3,959,432 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $3,719,228 |
Total contributions received or receivable from employer(s) | 2013-06-30 | $40,000 |
2012 : THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2012 401k financial data |
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Total income from all sources | 2012-06-30 | $293,097 |
Expenses. Total of all expenses incurred | 2012-06-30 | $195,646 |
Benefits paid (including direct rollovers) | 2012-06-30 | $195,646 |
Total plan assets at end of year | 2012-06-30 | $3,719,228 |
Total plan assets at beginning of year | 2012-06-30 | $3,621,777 |
Value of fidelity bond covering the plan | 2012-06-30 | $500,000 |
Other income received | 2012-06-30 | $253,097 |
Net income (gross income less expenses) | 2012-06-30 | $97,451 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $3,719,228 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $3,621,777 |
Total contributions received or receivable from employer(s) | 2012-06-30 | $40,000 |
2011 : THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2011 401k financial data |
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Total income from all sources | 2011-06-30 | $279,900 |
Expenses. Total of all expenses incurred | 2011-06-30 | $111,341 |
Benefits paid (including direct rollovers) | 2011-06-30 | $111,341 |
Total plan assets at end of year | 2011-06-30 | $3,621,777 |
Total plan assets at beginning of year | 2011-06-30 | $3,453,218 |
Value of fidelity bond covering the plan | 2011-06-30 | $450,000 |
Other income received | 2011-06-30 | $179,900 |
Net income (gross income less expenses) | 2011-06-30 | $168,559 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $3,621,777 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $3,453,218 |
Total contributions received or receivable from employer(s) | 2011-06-30 | $100,000 |