401k Plan data: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN plan

BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN
Plan identification number	001

BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

BELLE OAKS OF AMERICA, INC. C/O ED SIMMONS has sponsored the creation of one or more 401k plans.

Company Name: BELLE OAKS OF AMERICA, INC. C/O ED SIMMONS

Employer identification number (EIN): 431189105

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01 ED SIMMONS ED SIMMONS 2019-05-21
001 2018-01-01
001 2017-01-01 ED SIMMONS ED SIMMONS 2018-03-20
001 2016-01-01 ED SIMMONS ED SIMMONS 2017-06-12
001 2015-01-01 ED SIMMONS ED SIMMONS 2016-08-09
001 2014-01-01 ED SIMMONS ED SIMMONS 2015-04-22
001 2013-01-01 ED SIMMONS ED SIMMONS 2014-04-04
001 2012-01-01 ED SIMMONS ED SIMMONS 2013-10-14
001 2011-01-01 ED SIMMONS ED SIMMONS 2012-10-12
001 2009-01-01 ED SIMMONS ED SIMMONS 2010-06-24

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01	ED SIMMONS	ED SIMMONS	2019-05-21
001	2018-01-01
001	2017-01-01	ED SIMMONS	ED SIMMONS	2018-03-20
001	2016-01-01	ED SIMMONS	ED SIMMONS	2017-06-12
001	2015-01-01	ED SIMMONS	ED SIMMONS	2016-08-09
001	2014-01-01	ED SIMMONS	ED SIMMONS	2015-04-22
001	2013-01-01	ED SIMMONS	ED SIMMONS	2014-04-04
001	2012-01-01	ED SIMMONS	ED SIMMONS	2013-10-14
001	2011-01-01	ED SIMMONS	ED SIMMONS	2012-10-12
001	2009-01-01	ED SIMMONS	ED SIMMONS	2010-06-24

Plan Statistics for BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN

Measure Date Value
2023: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 2
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 2
Number of participants with account balances 2023-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
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 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
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 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
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 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2023: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	2
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	2
Number of participants with account balances	2023-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
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	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
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	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
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	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN

Measure	Date	Value
2023 : BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$148,083
Expenses. Total of all expenses incurred	2023-12-31	$44,423
Benefits paid (including direct rollovers)	2023-12-31	$35,586
Total plan assets at end of year	2023-12-31	$1,128,441
Total plan assets at beginning of year	2023-12-31	$1,024,781
Expenses. Other expenses not covered elsewhere	2023-12-31	$8,837
Other income received	2023-12-31	$143,746
Net income (gross income less expenses)	2023-12-31	$103,660
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,128,441
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,024,781
Total contributions received or receivable from employer(s)	2023-12-31	$4,337
2022 : BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-110,394
Expenses. Total of all expenses incurred	2022-12-31	$59,052
Benefits paid (including direct rollovers)	2022-12-31	$44,000
Total plan assets at end of year	2022-12-31	$1,024,781
Total plan assets at beginning of year	2022-12-31	$1,194,227
Total contributions received or receivable from participants	2022-12-31	$27,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$15,052
Other income received	2022-12-31	$-143,510
Net income (gross income less expenses)	2022-12-31	$-169,446
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,024,781
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,194,227
Total contributions received or receivable from employer(s)	2022-12-31	$6,116
2021 : BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$214,929
Expenses. Total of all expenses incurred	2021-12-31	$55,412
Benefits paid (including direct rollovers)	2021-12-31	$36,462
Total plan assets at end of year	2021-12-31	$1,194,227
Total plan assets at beginning of year	2021-12-31	$1,034,710
Total contributions received or receivable from participants	2021-12-31	$36,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$18,950
Other income received	2021-12-31	$174,273
Net income (gross income less expenses)	2021-12-31	$159,517
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,194,227
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,034,710
Total contributions received or receivable from employer(s)	2021-12-31	$4,656
2020 : BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$128,180
Expenses. Total of all expenses incurred	2020-12-31	$49,255
Benefits paid (including direct rollovers)	2020-12-31	$32,418
Total plan assets at end of year	2020-12-31	$1,034,710
Total plan assets at beginning of year	2020-12-31	$955,785
Total contributions received or receivable from participants	2020-12-31	$10,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$16,837
Other income received	2020-12-31	$115,018
Net income (gross income less expenses)	2020-12-31	$78,925
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,034,710
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$955,785
Total contributions received or receivable from employer(s)	2020-12-31	$3,162
2019 : BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$168,386
Expenses. Total of all expenses incurred	2019-12-31	$7,199
Total plan assets at end of year	2019-12-31	$955,785
Total plan assets at beginning of year	2019-12-31	$794,598
Total contributions received or receivable from participants	2019-12-31	$24,500
Expenses. Other expenses not covered elsewhere	2019-12-31	$7,199
Other income received	2019-12-31	$138,928
Net income (gross income less expenses)	2019-12-31	$161,187
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$955,785
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$794,598
Total contributions received or receivable from employer(s)	2019-12-31	$4,958
2018 : BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-5,919
Expenses. Total of all expenses incurred	2018-12-31	$6,876
Total plan assets at end of year	2018-12-31	$794,598
Total plan assets at beginning of year	2018-12-31	$807,393
Total contributions received or receivable from participants	2018-12-31	$4,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$6,876
Other income received	2018-12-31	$-13,448
Net income (gross income less expenses)	2018-12-31	$-12,795
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$794,598
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$807,393
Assets. Value of participant loans	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$3,529
2017 : BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$129,224
Expenses. Total of all expenses incurred	2017-12-31	$870
Total plan assets at end of year	2017-12-31	$807,393
Total plan assets at beginning of year	2017-12-31	$679,039
Total contributions received or receivable from participants	2017-12-31	$24,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$870
Other income received	2017-12-31	$98,559
Net income (gross income less expenses)	2017-12-31	$128,354
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$807,393
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$679,039
Assets. Value of participant loans	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$6,665
2016 : BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$84,122
Expenses. Total of all expenses incurred	2016-12-31	$215
Total plan assets at end of year	2016-12-31	$679,039
Total plan assets at beginning of year	2016-12-31	$595,132
Expenses. Other expenses not covered elsewhere	2016-12-31	$215
Other income received	2016-12-31	$75,093
Net income (gross income less expenses)	2016-12-31	$83,907
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$679,039
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$595,132
Assets. Value of participant loans	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$9,029
2015 : BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-25,887
Expenses. Total of all expenses incurred	2015-12-31	$258
Total plan assets at end of year	2015-12-31	$595,132
Total plan assets at beginning of year	2015-12-31	$621,277
Expenses. Other expenses not covered elsewhere	2015-12-31	$258
Other income received	2015-12-31	$-26,455
Net income (gross income less expenses)	2015-12-31	$-26,145
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$595,132
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$621,277
Assets. Value of participant loans	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$568
2014 : BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$64,289
Expenses. Total of all expenses incurred	2014-12-31	$223
Total plan assets at end of year	2014-12-31	$621,277
Total plan assets at beginning of year	2014-12-31	$557,211
Total contributions received or receivable from participants	2014-12-31	$13,500
Expenses. Other expenses not covered elsewhere	2014-12-31	$223
Other income received	2014-12-31	$44,537
Net income (gross income less expenses)	2014-12-31	$64,066
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$621,277
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$557,211
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$6,252
2013 : BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$60,690
Expenses. Total of all expenses incurred	2013-12-31	$162
Total plan assets at end of year	2013-12-31	$557,211
Total plan assets at beginning of year	2013-12-31	$496,683
Total contributions received or receivable from participants	2013-12-31	$24,261
Expenses. Other expenses not covered elsewhere	2013-12-31	$162
Other income received	2013-12-31	$30,429
Net income (gross income less expenses)	2013-12-31	$60,528
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$557,211
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$496,683
Assets. Value of participant loans	2013-12-31	$118,750
Total contributions received or receivable from employer(s)	2013-12-31	$6,000
2012 : BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$67,113
Expenses. Total of all expenses incurred	2012-12-31	$466
Total plan assets at end of year	2012-12-31	$496,683
Total plan assets at beginning of year	2012-12-31	$430,036
Total contributions received or receivable from participants	2012-12-31	$40,620
Expenses. Other expenses not covered elsewhere	2012-12-31	$466
Other income received	2012-12-31	$14,493
Net income (gross income less expenses)	2012-12-31	$66,647
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$496,683
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$430,036
Assets. Value of participant loans	2012-12-31	$120,000
Total contributions received or receivable from employer(s)	2012-12-31	$12,000
2011 : BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-672
Expenses. Total of all expenses incurred	2011-12-31	$474
Total plan assets at end of year	2011-12-31	$430,036
Total plan assets at beginning of year	2011-12-31	$431,182
Total contributions received or receivable from participants	2011-12-31	$38,500
Expenses. Other expenses not covered elsewhere	2011-12-31	$474
Other income received	2011-12-31	$-51,172
Net income (gross income less expenses)	2011-12-31	$-1,146
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$430,036
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$431,182
Assets. Value of participant loans	2011-12-31	$123,750
Total contributions received or receivable from employer(s)	2011-12-31	$12,000
2010 : BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$59,723
Expenses. Total of all expenses incurred	2010-12-31	$254
Total plan assets at end of year	2010-12-31	$431,182
Total plan assets at beginning of year	2010-12-31	$371,713
Expenses. Other expenses not covered elsewhere	2010-12-31	$254
Other income received	2010-12-31	$59,723
Net income (gross income less expenses)	2010-12-31	$59,469
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$431,182
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$371,713

Form 5500 Responses for BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN

2023: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BELLE OAKS OF AMERICA, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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BELLE OAKS MILLWORK, INC., RETIREMENT PLAN [EIN = 561560323]

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Company Name:	BELLE OAKS OF AMERICA, INC. C/O ED SIMMONS
Employer identification number (EIN):	431189105
NAIC Classification:	812990
NAIC Description:	All Other Personal Services