BASHORE REINECK STOLLER & WATERMAN INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BASHORE REINECK STOLLER & WATERMAN INC 401(K) PLAN
401k plan membership statisitcs for BASHORE REINECK STOLLER & WATERMAN INC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2014: BASHORE REINECK STOLLER & WATERMAN INC 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 18 |
| Number of participants with account balances | 2014-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: BASHORE REINECK STOLLER & WATERMAN INC 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 17 |
| Number of participants with account balances | 2013-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: BASHORE REINECK STOLLER & WATERMAN INC 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 17 |
| Number of participants with account balances | 2012-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: BASHORE REINECK STOLLER & WATERMAN INC 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 17 |
| Number of participants with account balances | 2011-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2009: BASHORE REINECK STOLLER & WATERMAN INC 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 15 |
| Number of participants with account balances | 2009-01-01 | 15 |
| Measure | Date | Value |
|---|
| 2014 : BASHORE REINECK STOLLER & WATERMAN INC 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $433,314 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $177,964 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $177,964 |
| Total plan assets at end of year | 2014-12-31 | $4,279,623 |
| Total plan assets at beginning of year | 2014-12-31 | $4,024,273 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $148,109 |
| Other income received | 2014-12-31 | $206,454 |
| Net income (gross income less expenses) | 2014-12-31 | $255,350 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,279,623 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,024,273 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $78,751 |
| 2013 : BASHORE REINECK STOLLER & WATERMAN INC 401(K) PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $81 |
| Total plan liabilities at beginning of year | 2013-12-31 | $81 |
| Total income from all sources | 2013-12-31 | $824,621 |
| Total plan assets at end of year | 2013-12-31 | $4,024,354 |
| Total plan assets at beginning of year | 2013-12-31 | $3,199,733 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $142,517 |
| Other income received | 2013-12-31 | $606,397 |
| Net income (gross income less expenses) | 2013-12-31 | $824,621 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,024,273 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,199,652 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $75,707 |
| 2012 : BASHORE REINECK STOLLER & WATERMAN INC 401(K) PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $81 |
| Total plan liabilities at beginning of year | 2012-12-31 | $81 |
| Total income from all sources | 2012-12-31 | $534,847 |
| Total plan assets at end of year | 2012-12-31 | $3,199,733 |
| Total plan assets at beginning of year | 2012-12-31 | $2,664,886 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $139,567 |
| Other income received | 2012-12-31 | $321,518 |
| Net income (gross income less expenses) | 2012-12-31 | $534,847 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,199,652 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,664,805 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $73,762 |
| 2011 : BASHORE REINECK STOLLER & WATERMAN INC 401(K) PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $81 |
| Total plan liabilities at beginning of year | 2011-12-31 | $81 |
| Total income from all sources | 2011-12-31 | $128,319 |
| Total plan assets at end of year | 2011-12-31 | $2,664,886 |
| Total plan assets at beginning of year | 2011-12-31 | $2,536,567 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $134,167 |
| Other income received | 2011-12-31 | $-77,121 |
| Net income (gross income less expenses) | 2011-12-31 | $128,319 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,664,805 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,536,486 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $71,273 |
| 2010 : BASHORE REINECK STOLLER & WATERMAN INC 401(K) PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $81 |
| Total plan liabilities at beginning of year | 2010-12-31 | $14 |
| Total income from all sources | 2010-12-31 | $447,380 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $22,160 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $22,160 |
| Total plan assets at end of year | 2010-12-31 | $2,536,567 |
| Total plan assets at beginning of year | 2010-12-31 | $2,111,280 |
| Total contributions received or receivable from participants | 2010-12-31 | $126,055 |
| Other income received | 2010-12-31 | $254,103 |
| Net income (gross income less expenses) | 2010-12-31 | $425,220 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,536,486 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,111,266 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $67,222 |
| 2014: BASHORE REINECK STOLLER & WATERMAN INC 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BASHORE REINECK STOLLER & WATERMAN INC 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BASHORE REINECK STOLLER & WATERMAN INC 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BASHORE REINECK STOLLER & WATERMAN INC 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BASHORE REINECK STOLLER & WATERMAN INC 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 30988 |
| Policy instance | 1 |
| Insurance contract or identification number | 30988 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $651 | | Total amount of fees paid to insurance company | USD $19 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $651 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 18 | | Additional information about fees paid to insurance broker | SERVICES RENDERED | | Insurance broker name | JOHN C. ERTZ |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 30988 |
| Policy instance | 1 |
| Insurance contract or identification number | 30988 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $576 | | Total amount of fees paid to insurance company | USD $18 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $576 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 18 | | Insurance broker name | JOHN C ERTZ |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 30988 |
| Policy instance | 1 |
| Insurance contract or identification number | 30988 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $510 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 30988 |
| Policy instance | 1 |
| Insurance contract or identification number | 30988 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of fees paid to insurance company | USD $450 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 450 | | Additional information about fees paid to insurance broker | NA | | Insurance broker organization code? | 3 | | Insurance broker name | ALAN E PIGNATARO |
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