?>
Plan Name | BOLLINGER, LACH & ASSOCIATES, INC. SAVINGS & RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BOLLINGER, LACH & ASSOCIATES, INC. |
Employer identification number (EIN): | 364263432 |
NAIC Classification: | 541330 |
NAIC Description: | Engineering Services |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ELIZABETH KACHNOWSKI | 2023-09-05 | ||
002 | 2021-01-01 | ELIZABETH KACHNOWSKI | 2022-07-26 | ||
002 | 2020-01-01 | LAURA SCHIMEK | 2021-07-29 | ||
002 | 2019-01-01 | LAURA SCHIMEK | 2020-07-30 | ||
002 | 2018-01-01 | SUZANNE RODRIGUEZ | 2019-06-27 | ||
002 | 2017-01-01 | SUZANNE RODRIGUEZ | 2018-05-18 | ||
002 | 2016-01-01 | SUZANNE RODRIGUEZ | 2017-07-20 | ||
002 | 2015-01-01 | SUZANNE RODRIGUEZ | 2016-07-20 | ||
002 | 2014-01-01 | REGINA HARPER | 2015-06-02 | ||
002 | 2013-01-01 | REGINA HARPER | 2014-06-13 | ||
002 | 2012-01-01 | MICHAEL LACH | 2013-08-21 | ||
002 | 2011-01-01 | MICHAEL LACH | 2012-07-16 | ||
002 | 2010-01-01 | LAURA DIMAGGIO | 2011-09-08 | ||
002 | 2008-01-01 | LAURA DIMAGGIO | MICHAEL LACH | 2012-02-02 |
Measure | Date | Value |
---|---|---|
2008: BOLLINGER, LACH & ASSOCIATES, INC. SAVINGS & RETIREMENT PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-01-01 | 71 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 49 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 38 |
Total of all active and inactive participants | 2008-01-01 | 87 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
Total participants | 2008-01-01 | 87 |
Number of participants with account balances | 2008-01-01 | 81 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2008 : BOLLINGER, LACH & ASSOCIATES, INC. SAVINGS & RETIREMENT PLAN 2008 401k financial data | ||
Total income from all sources | 2008-12-31 | $-900,217 |
Expenses. Total of all expenses incurred | 2008-12-31 | $652,176 |
Benefits paid (including direct rollovers) | 2008-12-31 | $637,153 |
Total plan assets at end of year | 2008-12-31 | $2,605,171 |
Total plan assets at beginning of year | 2008-12-31 | $4,157,564 |
Value of fidelity bond covering the plan | 2008-12-31 | $300,000 |
Total contributions received or receivable from participants | 2008-12-31 | $276,034 |
Contributions received from other sources (not participants or employers) | 2008-12-31 | $7,737 |
Other income received | 2008-12-31 | $-1,299,629 |
Net income (gross income less expenses) | 2008-12-31 | $-1,552,393 |
Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $2,605,171 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $4,157,564 |
Assets. Value of participant loans | 2008-12-31 | $19,823 |
Total contributions received or receivable from employer(s) | 2008-12-31 | $115,641 |
Value of corrective distributions | 2008-12-31 | $13,344 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2008-12-31 | $1,679 |
2008: BOLLINGER, LACH & ASSOCIATES, INC. SAVINGS & RETIREMENT PLAN 2008 form 5500 responses | ||
---|---|---|
2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | Yes |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Insurance | Yes |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2008-01-01 | Plan benefit arrangement – Insurance | Yes |
2008-01-01 | Plan benefit arrangement - Trust | Yes |
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 39345 | ||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
|