BEST & FLANAGAN LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BEST & FLANAGAN LLP MONEY PURCHASE PENSION PLAN
401k plan membership statisitcs for BEST & FLANAGAN LLP MONEY PURCHASE PENSION PLAN
Measure | Date | Value |
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2015: BEST & FLANAGAN LLP MONEY PURCHASE PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 95 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 75 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 21 |
Total of all active and inactive participants | 2015-01-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 96 |
Number of participants with account balances | 2015-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BEST & FLANAGAN LLP MONEY PURCHASE PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 81 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 14 |
Total of all active and inactive participants | 2014-01-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 95 |
Number of participants with account balances | 2014-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BEST & FLANAGAN LLP MONEY PURCHASE PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 82 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 15 |
Total of all active and inactive participants | 2013-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 97 |
Number of participants with account balances | 2013-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BEST & FLANAGAN LLP MONEY PURCHASE PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 84 |
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 | 17 |
Total of all active and inactive participants | 2012-01-01 | 101 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 101 |
Number of participants with account balances | 2012-01-01 | 101 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BEST & FLANAGAN LLP MONEY PURCHASE PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 120 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 98 |
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 | 14 |
Total of all active and inactive participants | 2011-01-01 | 112 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 112 |
Number of participants with account balances | 2011-01-01 | 112 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: BEST & FLANAGAN LLP MONEY PURCHASE PENSION PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 120 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 94 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 26 |
Total of all active and inactive participants | 2010-01-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 120 |
Number of participants with account balances | 2010-01-01 | 120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: BEST & FLANAGAN LLP MONEY PURCHASE PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 115 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 98 |
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 | 22 |
Total of all active and inactive participants | 2009-01-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 120 |
Number of participants with account balances | 2009-01-01 | 120 |
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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2015 : BEST & FLANAGAN LLP MONEY PURCHASE PENSION PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $272,576 |
Expenses. Total of all expenses incurred | 2015-12-31 | $502,026 |
Benefits paid (including direct rollovers) | 2015-12-31 | $501,776 |
Total plan assets at end of year | 2015-12-31 | $11,988,927 |
Total plan assets at beginning of year | 2015-12-31 | $12,218,377 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Other income received | 2015-12-31 | $-60,423 |
Net income (gross income less expenses) | 2015-12-31 | $-229,450 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $11,988,927 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $12,218,377 |
Assets. Value of participant loans | 2015-12-31 | $14,828 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $332,999 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $250 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
2014 : BEST & FLANAGAN LLP MONEY PURCHASE PENSION PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $1,063,242 |
Expenses. Total of all expenses incurred | 2014-12-31 | $201,723 |
Benefits paid (including direct rollovers) | 2014-12-31 | $198,059 |
Total plan assets at end of year | 2014-12-31 | $12,218,377 |
Total plan assets at beginning of year | 2014-12-31 | $11,356,858 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $144 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $700,797 |
Net income (gross income less expenses) | 2014-12-31 | $861,519 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $12,218,377 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,356,858 |
Assets. Value of participant loans | 2014-12-31 | $19,144 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $362,445 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $3,520 |
Value of corrective distributions | 2014-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
2013 : BEST & FLANAGAN LLP MONEY PURCHASE PENSION PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $1,881,004 |
Expenses. Total of all expenses incurred | 2013-12-31 | $268,920 |
Benefits paid (including direct rollovers) | 2013-12-31 | $265,644 |
Total plan assets at end of year | 2013-12-31 | $11,356,858 |
Total plan assets at beginning of year | 2013-12-31 | $9,744,774 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Other income received | 2013-12-31 | $1,554,542 |
Net income (gross income less expenses) | 2013-12-31 | $1,612,084 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $11,356,858 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,744,774 |
Assets. Value of participant loans | 2013-12-31 | $24,242 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $326,462 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $3,172 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $104 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $326,462 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $326,462 |
2012 : BEST & FLANAGAN LLP MONEY PURCHASE PENSION PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $1,280,466 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $636,559 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $635,855 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $613 |
Value of total corrective distributions | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $379,016 |
Value of total assets at end of year | 2012-12-31 | $9,744,774 |
Value of total assets at beginning of year | 2012-12-31 | $9,100,867 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $91 |
Total interest from all sources | 2012-12-31 | $1,158 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $1,280,466 |
Expenses. Total of all expenses incurred | 2012-12-31 | $636,559 |
Benefits paid (including direct rollovers) | 2012-12-31 | $635,855 |
Total plan assets at end of year | 2012-12-31 | $9,744,774 |
Total plan assets at beginning of year | 2012-12-31 | $9,100,867 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $91 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $901,450 |
Net income (gross income less expenses) | 2012-12-31 | $643,907 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $9,744,774 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,100,867 |
Assets. Value of participant loans | 2012-12-31 | $23,703 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $379,016 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $613 |
Value of corrective distributions | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $379,016 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $379,016 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $0 |
Participant contributions at end of year | 2012-12-31 | $23,703 |
Participant contributions at beginning of year | 2012-12-31 | $31,328 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $3,978,792 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $3,573,639 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $379,016 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $372,720 |
Other income not declared elsewhere | 2012-12-31 | $3,997 |
Administrative expenses (other) incurred | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $643,907 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,744,774 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,100,867 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Interest on participant loans | 2012-12-31 | $1,158 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $5,363,263 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $5,123,180 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $896,295 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $379,016 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $635,855 |
Contract administrator fees | 2012-12-31 | $91 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
2011 : BEST & FLANAGAN LLP MONEY PURCHASE PENSION PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $387,269 |
Expenses. Total of all expenses incurred | 2011-12-31 | $153,052 |
Benefits paid (including direct rollovers) | 2011-12-31 | $150,752 |
Total plan assets at end of year | 2011-12-31 | $9,100,866 |
Total plan assets at beginning of year | 2011-12-31 | $8,866,649 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $2,300 |
Other income received | 2011-12-31 | $14,549 |
Net income (gross income less expenses) | 2011-12-31 | $234,217 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $9,100,866 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,866,649 |
Assets. Value of participant loans | 2011-12-31 | $31,328 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $372,720 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $372,720 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $372,720 |
2010 : BEST & FLANAGAN LLP MONEY PURCHASE PENSION PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $1,636,085 |
Expenses. Total of all expenses incurred | 2010-12-31 | $507,535 |
Benefits paid (including direct rollovers) | 2010-12-31 | $506,153 |
Total plan assets at end of year | 2010-12-31 | $8,866,649 |
Total plan assets at beginning of year | 2010-12-31 | $7,738,099 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,382 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $871,942 |
Net income (gross income less expenses) | 2010-12-31 | $1,128,550 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $8,866,649 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,738,099 |
Assets. Value of participant loans | 2010-12-31 | $14,560 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $764,143 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $764,143 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $764,143 |
2009 : BEST & FLANAGAN LLP MONEY PURCHASE PENSION 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 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2015: BEST & FLANAGAN LLP MONEY PURCHASE PENSION PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BEST & FLANAGAN LLP MONEY PURCHASE PENSION PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BEST & FLANAGAN LLP MONEY PURCHASE PENSION PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BEST & FLANAGAN LLP MONEY PURCHASE PENSION 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 | Yes |
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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BEST & FLANAGAN LLP MONEY PURCHASE PENSION 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BEST & FLANAGAN LLP MONEY PURCHASE PENSION PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BEST & FLANAGAN LLP MONEY PURCHASE PENSION PLAN 2009 form 5500 responses |
---|
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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |