BENSMAN ASSOCIATES LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENSMAN GROUP RETIREMENT SAVINGS PLAN
Measure | Date | Value |
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2012: BENSMAN GROUP RETIREMENT SAVINGS PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 24 |
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 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 25 |
Number of participants with account balances | 2012-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BENSMAN GROUP RETIREMENT SAVINGS PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 24 |
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 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 25 |
Number of participants with account balances | 2011-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: BENSMAN GROUP RETIREMENT SAVINGS PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 24 |
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 | 3 |
Total of all active and inactive participants | 2009-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 27 |
Number of participants with account balances | 2009-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2012 : BENSMAN GROUP RETIREMENT SAVINGS PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $560,269 |
Expenses. Total of all expenses incurred | 2012-12-31 | $55,320 |
Benefits paid (including direct rollovers) | 2012-12-31 | $54,920 |
Total plan assets at end of year | 2012-12-31 | $2,258,806 |
Total plan assets at beginning of year | 2012-12-31 | $1,753,857 |
Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
Total contributions received or receivable from participants | 2012-12-31 | $137,117 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $92,344 |
Other income received | 2012-12-31 | $256,100 |
Net income (gross income less expenses) | 2012-12-31 | $504,949 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,258,806 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,753,857 |
Assets. Value of participant loans | 2012-12-31 | $76,139 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $74,708 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $400 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : BENSMAN GROUP RETIREMENT SAVINGS PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $141,144 |
Expenses. Total of all expenses incurred | 2011-12-31 | $28,730 |
Benefits paid (including direct rollovers) | 2011-12-31 | $28,430 |
Total plan assets at end of year | 2011-12-31 | $1,753,857 |
Total plan assets at beginning of year | 2011-12-31 | $1,641,443 |
Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
Total contributions received or receivable from participants | 2011-12-31 | $143,727 |
Other income received | 2011-12-31 | $-70,318 |
Net income (gross income less expenses) | 2011-12-31 | $112,414 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,753,857 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,641,443 |
Assets. Value of participant loans | 2011-12-31 | $46,206 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $67,735 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $300 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : BENSMAN GROUP RETIREMENT SAVINGS PLAN 2010 401k financial data |
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Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $439,480 |
Expenses. Total of all expenses incurred | 2010-12-31 | $9,806 |
Benefits paid (including direct rollovers) | 2010-12-31 | $9,356 |
Total plan assets at end of year | 2010-12-31 | $1,641,443 |
Total plan assets at beginning of year | 2010-12-31 | $1,211,769 |
Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
Total contributions received or receivable from participants | 2010-12-31 | $165,864 |
Other income received | 2010-12-31 | $204,434 |
Net income (gross income less expenses) | 2010-12-31 | $429,674 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,641,443 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,211,769 |
Assets. Value of participant loans | 2010-12-31 | $59,445 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $69,182 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $450 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : BENSMAN GROUP RETIREMENT SAVINGS PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2012: BENSMAN GROUP RETIREMENT SAVINGS PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
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: BENSMAN GROUP RETIREMENT SAVINGS PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
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: BENSMAN GROUP RETIREMENT SAVINGS PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 ) |
Policy contract number | H799 |
Policy instance | 1 |
Insurance contract or identification number | H799 | Number of Individuals Covered | 0 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes |
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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | PH8171 |
Policy instance | 2 |
Insurance contract or identification number | PH8171 | Number of Individuals Covered | 26 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
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COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 ) |
Policy contract number | H799 |
Policy instance | 1 |
Insurance contract or identification number | H799 | Number of Individuals Covered | 4 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes |
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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | PH8171 |
Policy instance | 2 |
Insurance contract or identification number | PH8171 | Number of Individuals Covered | 23 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
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COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 ) |
Policy contract number | H799 |
Policy instance | 1 |
Insurance contract or identification number | H799 | Number of Individuals Covered | 4 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes |
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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | PH8171 |
Policy instance | 2 |
Insurance contract or identification number | PH8171 | Number of Individuals Covered | 25 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
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