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Plan Name | BARTHOLOMEW & SON, INC. EMPLOYEES PENSION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | BARTHOLOMEW & SON, INC. |
Employer identification number (EIN): | 351472866 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2014-09-01 | JEFFREY A. BARTHOLOMEW | 2016-02-08 | ||
001 | 2013-09-01 | JEFFREY A. BARTHOLOMEW | 2014-11-19 | ||
001 | 2012-09-01 | JEFFREY A. BARTHOLOMEW | 2013-12-19 | ||
001 | 2011-09-01 | JEFFREY A. BARTHOLOMEW | |||
001 | 2010-09-01 | JEFFREY A. BARTHOLOMEW | |||
001 | 2009-09-01 | JEFFREY A. BARTHOLOMEW |
Measure | Date | Value |
---|---|---|
2011: BARTHOLOMEW & SON, INC. EMPLOYEES PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-09-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 4 |
Number of retired or separated participants receiving benefits | 2011-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-09-01 | 0 |
Total of all active and inactive participants | 2011-09-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-09-01 | 0 |
Total participants | 2011-09-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-09-01 | 0 |
2010: BARTHOLOMEW & SON, INC. EMPLOYEES PENSION PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-09-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-09-01 | 4 |
Number of retired or separated participants receiving benefits | 2010-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-09-01 | 0 |
Total of all active and inactive participants | 2010-09-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-09-01 | 0 |
Total participants | 2010-09-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-09-01 | 0 |
2009: BARTHOLOMEW & SON, INC. EMPLOYEES PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-09-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-09-01 | 0 |
Total of all active and inactive participants | 2009-09-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-09-01 | 0 |
Total participants | 2009-09-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-09-01 | 0 |
Measure | Date | Value |
---|---|---|
2012 : BARTHOLOMEW & SON, INC. EMPLOYEES PENSION PLAN 2012 401k financial data | ||
Total income from all sources | 2012-08-31 | $184,081 |
Expenses. Total of all expenses incurred | 2012-08-31 | $0 |
Total plan assets at end of year | 2012-08-31 | $691,332 |
Total plan assets at beginning of year | 2012-08-31 | $507,251 |
Value of fidelity bond covering the plan | 2012-08-31 | $50,000 |
Other income received | 2012-08-31 | $44,081 |
Net income (gross income less expenses) | 2012-08-31 | $184,081 |
Net plan assets at end of year (total assets less liabilities) | 2012-08-31 | $691,332 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-08-31 | $507,251 |
Total contributions received or receivable from employer(s) | 2012-08-31 | $140,000 |
2011 : BARTHOLOMEW & SON, INC. EMPLOYEES PENSION PLAN 2011 401k financial data | ||
Total income from all sources | 2011-08-31 | $122,951 |
Expenses. Total of all expenses incurred | 2011-08-31 | $0 |
Total plan assets at end of year | 2011-08-31 | $507,251 |
Total plan assets at beginning of year | 2011-08-31 | $384,300 |
Value of fidelity bond covering the plan | 2011-08-31 | $50,000 |
Other income received | 2011-08-31 | $68,951 |
Net income (gross income less expenses) | 2011-08-31 | $122,951 |
Net plan assets at end of year (total assets less liabilities) | 2011-08-31 | $507,251 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-08-31 | $384,300 |
Total contributions received or receivable from employer(s) | 2011-08-31 | $54,000 |
2010 : BARTHOLOMEW & SON, INC. EMPLOYEES PENSION PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-08-31 | $0 |
2011: BARTHOLOMEW & SON, INC. EMPLOYEES PENSION PLAN 2011 form 5500 responses | ||
---|---|---|
2011-09-01 | Type of plan entity | Single employer plan |
2011-09-01 | Submission has been amended | No |
2011-09-01 | This submission is the final filing | No |
2011-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-09-01 | Plan is a collectively bargained plan | No |
2011-09-01 | Plan funding arrangement – Insurance | Yes |
2011-09-01 | Plan funding arrangement – Trust | Yes |
2011-09-01 | Plan benefit arrangement – Insurance | Yes |
2011-09-01 | Plan benefit arrangement - Trust | Yes |
2010: BARTHOLOMEW & SON, INC. EMPLOYEES PENSION PLAN 2010 form 5500 responses | ||
2010-09-01 | Type of plan entity | Single employer plan |
2010-09-01 | Submission has been amended | No |
2010-09-01 | This submission is the final filing | No |
2010-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-09-01 | Plan is a collectively bargained plan | No |
2010-09-01 | Plan funding arrangement – Insurance | Yes |
2010-09-01 | Plan funding arrangement – Trust | Yes |
2010-09-01 | Plan benefit arrangement – Insurance | Yes |
2010-09-01 | Plan benefit arrangement - Trust | Yes |
2009: BARTHOLOMEW & SON, INC. EMPLOYEES PENSION PLAN 2009 form 5500 responses | ||
2009-09-01 | Type of plan entity | Single employer plan |
2009-09-01 | Submission has been amended | No |
2009-09-01 | This submission is the final filing | No |
2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-09-01 | Plan is a collectively bargained plan | No |
2009-09-01 | Plan funding arrangement – Insurance | Yes |
2009-09-01 | Plan funding arrangement – Trust | Yes |
2009-09-01 | Plan benefit arrangement – Insurance | Yes |
2009-09-01 | Plan benefit arrangement - Trust | Yes |
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 015778340 | ||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 015778340 | ||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
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