401k Plan data: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN plan

BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN
Plan identification number	001

BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BEESE FULMER INVESTMENT MANAGEMENT INC. has sponsored the creation of one or more 401k plans.

Company Name: BEESE FULMER INVESTMENT MANAGEMENT INC.

Employer identification number (EIN): 341314835

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 RYAN FULMER 2020-07-09 RYAN FULMER 2020-07-09
001 2018-01-01
001 2017-01-01
001 2016-01-01 DENNIS S FULMER DENNIS S FULMER 2017-05-25
001 2015-01-01 DENNIS S FULMER DENNIS S FULMER 2016-05-19
001 2014-01-01 DENNIS S FULMER DENNIS S FULMER 2015-05-27
001 2013-01-01 DENNIS S FULMER DENNIS S FULMER 2014-05-30
001 2012-01-01 DENNIS S FULMER DENNIS S FULMER 2013-07-01
001 2011-01-01 DENNIS S FULMER DENNIS S FULMER 2012-06-06
001 2009-01-01 DENNIS S FULMER DENNIS S FULMER 2010-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	RYAN FULMER	2020-07-09	RYAN FULMER	2020-07-09
001	2018-01-01
001	2017-01-01
001	2016-01-01	DENNIS S FULMER		DENNIS S FULMER	2017-05-25
001	2015-01-01	DENNIS S FULMER		DENNIS S FULMER	2016-05-19
001	2014-01-01	DENNIS S FULMER		DENNIS S FULMER	2015-05-27
001	2013-01-01	DENNIS S FULMER		DENNIS S FULMER	2014-05-30
001	2012-01-01	DENNIS S FULMER		DENNIS S FULMER	2013-07-01
001	2011-01-01	DENNIS S FULMER		DENNIS S FULMER	2012-06-06
001	2009-01-01	DENNIS S FULMER		DENNIS S FULMER	2010-07-19

Plan Statistics for BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN

401k plan membership statisitcs for BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN

Measure Date Value
2019: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
Total of all active and inactive participants 2019-01-01 9
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 9
2018: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Total of all active and inactive participants 2018-01-01 6
Total participants 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 8
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
2015: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 7
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
2014: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Total of all active and inactive participants 2014-01-01 7
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
2013: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Total of all active and inactive participants 2013-01-01 8
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
2012: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Total of all active and inactive participants 2012-01-01 8
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
2011: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
2009: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2019: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
Total of all active and inactive participants	2019-01-01	9
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	9
2018: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Total of all active and inactive participants	2018-01-01	6
Total participants	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	8
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
2015: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	7
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
2014: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Total of all active and inactive participants	2014-01-01	7
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
2013: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Total of all active and inactive participants	2013-01-01	8
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
2012: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Total of all active and inactive participants	2012-01-01	8
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
2011: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
2009: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN

Measure	Date	Value
2019 : BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,003,872
Expenses. Total of all expenses incurred	2019-12-31	$551,177
Benefits paid (including direct rollovers)	2019-12-31	$551,177
Total plan assets at end of year	2019-12-31	$4,098,406
Total plan assets at beginning of year	2019-12-31	$3,645,711
Value of fidelity bond covering the plan	2019-12-31	$402,000
Total contributions received or receivable from participants	2019-12-31	$49,681
Other income received	2019-12-31	$878,580
Net income (gross income less expenses)	2019-12-31	$452,695
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,098,406
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,645,711
Total contributions received or receivable from employer(s)	2019-12-31	$75,611
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$8,570
Expenses. Total of all expenses incurred	2018-12-31	$142,784
Benefits paid (including direct rollovers)	2018-12-31	$142,784
Total plan assets at end of year	2018-12-31	$3,645,711
Total plan assets at beginning of year	2018-12-31	$3,779,925
Value of fidelity bond covering the plan	2018-12-31	$365,000
Total contributions received or receivable from participants	2018-12-31	$66,698
Other income received	2018-12-31	$-163,179
Net income (gross income less expenses)	2018-12-31	$-134,214
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,645,711
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,779,925
Total contributions received or receivable from employer(s)	2018-12-31	$105,051
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$578,107
Expenses. Total of all expenses incurred	2017-12-31	$882
Benefits paid (including direct rollovers)	2017-12-31	$882
Total plan assets at end of year	2017-12-31	$3,779,925
Total plan assets at beginning of year	2017-12-31	$3,202,700
Value of fidelity bond covering the plan	2017-12-31	$365,000
Total contributions received or receivable from participants	2017-12-31	$69,218
Other income received	2017-12-31	$398,694
Net income (gross income less expenses)	2017-12-31	$577,225
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,779,925
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,202,700
Total contributions received or receivable from employer(s)	2017-12-31	$110,195
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$460,296
Expenses. Total of all expenses incurred	2016-12-31	$49,578
Benefits paid (including direct rollovers)	2016-12-31	$49,578
Total plan assets at end of year	2016-12-31	$3,202,700
Total plan assets at beginning of year	2016-12-31	$2,791,982
Value of fidelity bond covering the plan	2016-12-31	$365,000
Other income received	2016-12-31	$297,038
Net income (gross income less expenses)	2016-12-31	$410,718
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,202,700
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,791,982
Assets. Value of participant loans	2016-12-31	$4,273
Total contributions received or receivable from employer(s)	2016-12-31	$163,258
2015 : BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$132,065
Expenses. Total of all expenses incurred	2015-12-31	$432,606
Benefits paid (including direct rollovers)	2015-12-31	$432,606
Total plan assets at end of year	2015-12-31	$2,791,982
Total plan assets at beginning of year	2015-12-31	$3,092,523
Value of fidelity bond covering the plan	2015-12-31	$365,000
Other income received	2015-12-31	$-76,132
Net income (gross income less expenses)	2015-12-31	$-300,541
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,791,982
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,092,523
Assets. Value of participant loans	2015-12-31	$4,783
Total contributions received or receivable from employer(s)	2015-12-31	$208,197
2014 : BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$344,016
Expenses. Total of all expenses incurred	2014-12-31	$53,069
Benefits paid (including direct rollovers)	2014-12-31	$53,069
Total plan assets at end of year	2014-12-31	$3,092,523
Total plan assets at beginning of year	2014-12-31	$2,801,576
Value of fidelity bond covering the plan	2014-12-31	$365,000
Other income received	2014-12-31	$151,449
Net income (gross income less expenses)	2014-12-31	$290,947
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,092,523
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,801,576
Assets. Value of participant loans	2014-12-31	$4,863
Total contributions received or receivable from employer(s)	2014-12-31	$192,567
2013 : BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$727,718
Expenses. Total of all expenses incurred	2013-12-31	$61,490
Benefits paid (including direct rollovers)	2013-12-31	$61,490
Total plan assets at end of year	2013-12-31	$2,801,576
Total plan assets at beginning of year	2013-12-31	$2,135,348
Value of fidelity bond covering the plan	2013-12-31	$190,000
Other income received	2013-12-31	$559,283
Net income (gross income less expenses)	2013-12-31	$666,228
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,801,576
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,135,348
Assets. Value of participant loans	2013-12-31	$5,102
Total contributions received or receivable from employer(s)	2013-12-31	$168,435
2012 : BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$384,402
Expenses. Total of all expenses incurred	2012-12-31	$37,232
Benefits paid (including direct rollovers)	2012-12-31	$37,187
Total plan assets at end of year	2012-12-31	$2,135,348
Total plan assets at beginning of year	2012-12-31	$1,788,178
Value of fidelity bond covering the plan	2012-12-31	$190,000
Other income received	2012-12-31	$267,073
Net income (gross income less expenses)	2012-12-31	$347,170
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,135,348
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,788,178
Assets. Value of participant loans	2012-12-31	$5,199
Total contributions received or receivable from employer(s)	2012-12-31	$117,329
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$45
2011 : BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$148,827
Expenses. Total of all expenses incurred	2011-12-31	$92,080
Benefits paid (including direct rollovers)	2011-12-31	$92,080
Total plan assets at end of year	2011-12-31	$1,788,178
Total plan assets at beginning of year	2011-12-31	$1,731,431
Value of fidelity bond covering the plan	2011-12-31	$190,000
Other income received	2011-12-31	$58,118
Net income (gross income less expenses)	2011-12-31	$56,747
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,788,178
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,731,431
Assets. Value of participant loans	2011-12-31	$5,393
Total contributions received or receivable from employer(s)	2011-12-31	$90,709
2010 : BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$290,524
Expenses. Total of all expenses incurred	2010-12-31	$160,677
Benefits paid (including direct rollovers)	2010-12-31	$160,667
Total plan assets at end of year	2010-12-31	$1,731,431
Total plan assets at beginning of year	2010-12-31	$1,601,584
Value of fidelity bond covering the plan	2010-12-31	$190,000
Other income received	2010-12-31	$203,470
Net income (gross income less expenses)	2010-12-31	$129,847
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,731,431
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,601,584
Assets. Value of participant loans	2010-12-31	$5,543
Total contributions received or receivable from employer(s)	2010-12-31	$87,054
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$10

Form 5500 Responses for BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN

2019: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BEESE FULMER INVESTMENT MANAGEMENT INC.
Employer identification number (EIN):	341314835
NAIC Classification:	523900