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BODINE SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan NameBODINE SERVICES, INC. 401(K) PLAN
Plan identification number 001

BODINE SERVICES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

BODINE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BODINE SERVICES, INC.
Employer identification number (EIN):371020802
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BODINE SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01JEFF KIRKHAM2021-10-25
0012020-01-01JEFF KIRKHAM2021-05-17
0012019-01-01JOHN ALLISON2020-10-14
0012018-01-01ZACHERY GRAY2019-10-14
0012017-01-01ZACHERY GRAY
0012016-01-01ZACHERY GRAY
0012015-01-01MICHAEL SEVERNS
0012014-01-01MICHAEL SEVERNS MICHAEL SEVERNS2015-08-03
0012013-01-01MICHAEL SEVERNS MICHAEL SEVERNS2014-07-23
0012012-01-01MICHAEL SEVERNS MICHAEL SEVERNS2013-08-22
0012011-01-01MICHAEL SEVERNS MICHAEL SEVERNS2012-07-26
0012010-01-01MICHAEL SEVERNS MICHAEL SEVERNS2011-10-06
0012009-01-01MICHAEL SEVERNS MICHAEL SEVERNS2010-06-03

Plan Statistics for BODINE SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for BODINE SERVICES, INC. 401(K) PLAN

Measure Date Value
2021: BODINE SERVICES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0168
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BODINE SERVICES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0182
Total number of active participants reported on line 7a of the Form 55002020-01-0144
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0169
Number of participants with account balances2020-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: BODINE SERVICES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0188
Total number of active participants reported on line 7a of the Form 55002019-01-0164
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0182
Number of participants with account balances2019-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BODINE SERVICES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01108
Total number of active participants reported on line 7a of the Form 55002018-01-0174
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0194
Number of participants with account balances2018-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: BODINE SERVICES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01121
Total number of active participants reported on line 7a of the Form 55002017-01-0191
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01110
Number of participants with account balances2017-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: BODINE SERVICES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01126
Total number of active participants reported on line 7a of the Form 55002016-01-01110
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01117
Number of participants with account balances2016-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: BODINE SERVICES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01142
Total number of active participants reported on line 7a of the Form 55002015-01-01114
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01123
Number of participants with account balances2015-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: BODINE SERVICES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01143
Total number of active participants reported on line 7a of the Form 55002014-01-01120
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01137
Number of participants with account balances2014-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: BODINE SERVICES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01133
Total number of active participants reported on line 7a of the Form 55002013-01-01122
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01136
Number of participants with account balances2013-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: BODINE SERVICES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01130
Total number of active participants reported on line 7a of the Form 55002012-01-01115
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01128
Number of participants with account balances2012-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: BODINE SERVICES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01146
Total number of active participants reported on line 7a of the Form 55002011-01-01115
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01126
Number of participants with account balances2011-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: BODINE SERVICES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01126
Total number of active participants reported on line 7a of the Form 55002010-01-01127
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01140
Number of participants with account balances2010-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: BODINE SERVICES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01115
Total number of active participants reported on line 7a of the Form 55002009-01-01115
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01122
Number of participants with account balances2009-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BODINE SERVICES, INC. 401(K) PLAN

Measure Date Value
2021 : BODINE SERVICES, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-04-23$-3,851,932
Total income from all sources2021-04-23$163,957
Expenses. Total of all expenses incurred2021-04-23$302,065
Benefits paid (including direct rollovers)2021-04-23$302,065
Total plan assets at end of year2021-04-23$0
Total plan assets at beginning of year2021-04-23$3,990,040
Value of fidelity bond covering the plan2021-04-23$500,000
Total contributions received or receivable from participants2021-04-23$0
Other income received2021-04-23$163,957
Net income (gross income less expenses)2021-04-23$-138,108
Net plan assets at end of year (total assets less liabilities)2021-04-23$0
Net plan assets at beginning of year (total assets less liabilities)2021-04-23$3,990,040
Assets. Value of participant loans2021-04-23$0
Total contributions received or receivable from employer(s)2021-04-23$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-04-23$0
2020 : BODINE SERVICES, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$679,873
Expenses. Total of all expenses incurred2020-12-31$193,508
Benefits paid (including direct rollovers)2020-12-31$193,508
Total plan assets at end of year2020-12-31$3,990,040
Total plan assets at beginning of year2020-12-31$3,503,675
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$127,094
Other income received2020-12-31$517,671
Net income (gross income less expenses)2020-12-31$486,365
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,990,040
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,503,675
Assets. Value of participant loans2020-12-31$16,611
Total contributions received or receivable from employer(s)2020-12-31$35,108
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : BODINE SERVICES, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$893,026
Expenses. Total of all expenses incurred2019-12-31$1,408,124
Benefits paid (including direct rollovers)2019-12-31$1,408,124
Total plan assets at end of year2019-12-31$3,503,675
Total plan assets at beginning of year2019-12-31$4,018,773
Value of fidelity bond covering the plan2019-12-31$2,000,000
Total contributions received or receivable from participants2019-12-31$138,445
Other income received2019-12-31$705,161
Net income (gross income less expenses)2019-12-31$-515,098
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,503,675
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,018,773
Assets. Value of participant loans2019-12-31$583,960
Total contributions received or receivable from employer(s)2019-12-31$49,420
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BODINE SERVICES, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-74,576
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$689,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$584,712
Expenses. Certain deemed distributions of participant loans2018-12-31$66,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$196,907
Value of total assets at end of year2018-12-31$4,018,773
Value of total assets at beginning of year2018-12-31$4,782,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,822
Total interest from all sources2018-12-31$5,395
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$250,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$250,035
Administrative expenses professional fees incurred2018-12-31$1,400
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$141,965
Participant contributions at end of year2018-12-31$83,120
Participant contributions at beginning of year2018-12-31$173,133
Participant contributions at end of year2018-12-31$2,748
Participant contributions at beginning of year2018-12-31$2,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-764,101
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,018,773
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,782,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$27,134
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,877,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,542,134
Interest on participant loans2018-12-31$5,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-526,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$54,942
Employer contributions (assets) at end of year2018-12-31$54,942
Employer contributions (assets) at beginning of year2018-12-31$64,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$584,712
Contract administrator fees2018-12-31$9,288
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SCHNEIDER DOWNS & CO, INC.
Accountancy firm EIN2018-12-31251408703
2017 : BODINE SERVICES, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,660
Total income from all sources (including contributions)2017-12-31$966,661
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$143,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$110,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$245,154
Value of total assets at end of year2017-12-31$4,782,874
Value of total assets at beginning of year2017-12-31$3,962,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,252
Total interest from all sources2017-12-31$7,554
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$159,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$159,873
Administrative expenses professional fees incurred2017-12-31$440
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$171,350
Participant contributions at end of year2017-12-31$173,133
Participant contributions at beginning of year2017-12-31$163,189
Participant contributions at end of year2017-12-31$2,912
Participant contributions at beginning of year2017-12-31$3,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$822,986
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,782,874
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,959,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$25,461
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,542,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,701,698
Interest on participant loans2017-12-31$7,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$554,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$73,804
Employer contributions (assets) at end of year2017-12-31$64,695
Employer contributions (assets) at beginning of year2017-12-31$94,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$110,423
Contract administrator fees2017-12-31$7,351
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,660
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2017-12-31251408703
2016 : BODINE SERVICES, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,660
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,342
Total income from all sources (including contributions)2016-12-31$618,053
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,077,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,038,943
Expenses. Certain deemed distributions of participant loans2016-12-31$4,601
Value of total corrective distributions2016-12-31$2,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$285,126
Value of total assets at end of year2016-12-31$3,962,548
Value of total assets at beginning of year2016-12-31$4,435,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,896
Total interest from all sources2016-12-31$6,174
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$129,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$129,979
Administrative expenses professional fees incurred2016-12-31$450
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$190,509
Participant contributions at end of year2016-12-31$163,189
Participant contributions at beginning of year2016-12-31$148,779
Participant contributions at end of year2016-12-31$3,044
Participant contributions at beginning of year2016-12-31$3,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-459,047
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,959,888
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,418,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$24,204
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,701,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,171,785
Interest on participant loans2016-12-31$6,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$196,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$94,617
Employer contributions (assets) at end of year2016-12-31$94,617
Employer contributions (assets) at beginning of year2016-12-31$110,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,038,943
Contract administrator fees2016-12-31$6,242
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,660
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$16,342
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAY, COCAGNE & KING, P.C.
Accountancy firm EIN2016-12-31371074029
2015 : BODINE SERVICES, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,342
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$277,083
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$532,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$487,832
Expenses. Certain deemed distributions of participant loans2015-12-31$7,446
Value of total corrective distributions2015-12-31$16,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$341,702
Value of total assets at end of year2015-12-31$4,435,277
Value of total assets at beginning of year2015-12-31$4,674,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,211
Total interest from all sources2015-12-31$3,765
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$142,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$142,260
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$230,738
Participant contributions at end of year2015-12-31$148,779
Participant contributions at beginning of year2015-12-31$97,137
Participant contributions at end of year2015-12-31$3,749
Participant contributions at beginning of year2015-12-31$7,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-255,748
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,418,935
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,674,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$15,428
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,171,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,924,869
Interest on participant loans2015-12-31$3,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,541,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-210,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$110,964
Employer contributions (assets) at end of year2015-12-31$110,964
Employer contributions (assets) at beginning of year2015-12-31$104,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$487,832
Contract administrator fees2015-12-31$5,783
Liabilities. Value of benefit claims payable at end of year2015-12-31$16,342
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAY, COCAGNE & KING, P.C.
Accountancy firm EIN2015-12-31371074029
2014 : BODINE SERVICES, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$559,375
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,082,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,076,895
Expenses. Certain deemed distributions of participant loans2014-12-31$3,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$331,345
Value of total assets at end of year2014-12-31$4,674,683
Value of total assets at beginning of year2014-12-31$5,197,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,800
Total interest from all sources2014-12-31$4,247
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$27,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$27,178
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$227,236
Participant contributions at end of year2014-12-31$97,137
Participant contributions at beginning of year2014-12-31$104,825
Participant contributions at end of year2014-12-31$7,512
Participant contributions at beginning of year2014-12-31$5,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-522,870
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,674,683
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,197,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,924,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,228,739
Interest on participant loans2014-12-31$4,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,541,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,744,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$196,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$104,109
Employer contributions (assets) at end of year2014-12-31$104,109
Employer contributions (assets) at beginning of year2014-12-31$114,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,076,895
Contract administrator fees2014-12-31$1,800
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MAY, COCAGNE & KING, P.C.
Accountancy firm EIN2014-12-31371074029
2013 : BODINE SERVICES, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,024,333
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$244,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$223,511
Expenses. Certain deemed distributions of participant loans2013-12-31$4,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$340,624
Value of total assets at end of year2013-12-31$5,197,553
Value of total assets at beginning of year2013-12-31$4,417,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,809
Total interest from all sources2013-12-31$4,204
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$30,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$30,031
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$150,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$225,783
Participant contributions at end of year2013-12-31$104,825
Participant contributions at beginning of year2013-12-31$94,255
Participant contributions at end of year2013-12-31$5,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$780,324
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,197,553
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,417,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,228,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,733,576
Interest on participant loans2013-12-31$4,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,744,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,473,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$649,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$114,841
Employer contributions (assets) at end of year2013-12-31$114,841
Employer contributions (assets) at beginning of year2013-12-31$115,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$223,511
Contract administrator fees2013-12-31$15,809
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAY, COCAGNE & KING, P.C.
Accountancy firm EIN2013-12-31371074029
2012 : BODINE SERVICES, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$727,968
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$249,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$239,754
Value of total corrective distributions2012-12-31$9,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$367,224
Value of total assets at end of year2012-12-31$4,417,229
Value of total assets at beginning of year2012-12-31$3,939,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$850
Total interest from all sources2012-12-31$4,189
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$33,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$33,023
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$150,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$229,391
Participant contributions at end of year2012-12-31$94,255
Participant contributions at beginning of year2012-12-31$100,822
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$21,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$478,018
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,417,229
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,939,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$850
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,733,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,179,556
Interest on participant loans2012-12-31$4,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,473,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,547,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$323,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$115,976
Employer contributions (assets) at end of year2012-12-31$115,795
Employer contributions (assets) at beginning of year2012-12-31$111,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$239,754
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MAY, COCAGNE & KING, P.C.
Accountancy firm EIN2012-12-31371074029
2011 : BODINE SERVICES, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$380,196
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$299,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$264,645
Expenses. Certain deemed distributions of participant loans2011-12-31$34,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$314,979
Value of total assets at end of year2011-12-31$3,939,211
Value of total assets at beginning of year2011-12-31$3,858,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$900
Total interest from all sources2011-12-31$4,821
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$30,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$30,341
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$199,542
Participant contributions at end of year2011-12-31$100,822
Participant contributions at beginning of year2011-12-31$100,362
Participant contributions at beginning of year2011-12-31$3,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$80,625
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,939,211
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,858,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$900
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,179,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,865,974
Interest on participant loans2011-12-31$4,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,547,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$779,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$30,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$115,437
Employer contributions (assets) at end of year2011-12-31$111,083
Employer contributions (assets) at beginning of year2011-12-31$109,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$264,645
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MAY, COCAGNE & KING, P.C.
Accountancy firm EIN2011-12-31371074029
2010 : BODINE SERVICES, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$727,823
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$94,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$91,530
Expenses. Certain deemed distributions of participant loans2010-12-31$2,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$316,269
Value of total assets at end of year2010-12-31$3,858,586
Value of total assets at beginning of year2010-12-31$3,225,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$225
Total interest from all sources2010-12-31$2,617
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$17,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$17,890
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$206,526
Participant contributions at end of year2010-12-31$100,362
Participant contributions at beginning of year2010-12-31$39,974
Participant contributions at end of year2010-12-31$3,434
Participant contributions at beginning of year2010-12-31$146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$633,125
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,858,586
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,225,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$225
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,865,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,471,712
Interest on participant loans2010-12-31$2,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$779,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$593,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$391,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$109,743
Employer contributions (assets) at end of year2010-12-31$109,743
Employer contributions (assets) at beginning of year2010-12-31$119,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$91,530
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MAY, COCAGNE & KING, P.C.
Accountancy firm EIN2010-12-31371074029
2009 : BODINE SERVICES, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BODINE SERVICES, INC. 401(K) PLAN

2021: BODINE SERVICES, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BODINE SERVICES, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BODINE SERVICES, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BODINE SERVICES, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BODINE SERVICES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BODINE SERVICES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BODINE SERVICES, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BODINE SERVICES, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BODINE SERVICES, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BODINE SERVICES, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BODINE SERVICES, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BODINE SERVICES, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BODINE SERVICES, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876195
Policy instance 1
Insurance contract or identification number876195
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,991
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,991
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876195
Policy instance 1
Insurance contract or identification number876195
Number of Individuals Covered72
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $19,909
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $19,909
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876195
Policy instance 1
Insurance contract or identification number876195
Number of Individuals Covered80
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $18,584
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $18,584
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHN463
Policy instance 1
Insurance contract or identification numberPHN463
Number of Individuals Covered82
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $15,916
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $13,239
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS, LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHN463
Policy instance 1
Insurance contract or identification numberPHN463
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14,950
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHN463
Policy instance 1
Insurance contract or identification numberPHN463
Number of Individuals Covered70
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $13,181
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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