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BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 401k Plan overview

Plan NameBEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN
Plan identification number 001

BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BEDFORD AND MAIN FINANCIAL CONSULTING, INC has sponsored the creation of one or more 401k plans.

Company Name:BEDFORD AND MAIN FINANCIAL CONSULTING, INC
Employer identification number (EIN):455116847
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JOHN FOSTER
0012023-01-01
0012023-01-01JOHN FOSTER
0012022-01-01
0012022-01-01JOHN FOSTER
0012021-01-01
0012021-01-01JOHN FOSTER
0012020-01-01
0012019-01-01
0012018-01-01JOHN FOSTER
0012017-01-01JOHN FOSTER
0012016-01-01JOHN FOSTER
0012015-01-01JOHN FOSTER
0012014-01-01JOHN T. FOSTER
0012013-01-01JOHN FOSTER
0012012-04-23JOHN T. FOSTER

Financial Data on BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN

Measure Date Value
2023 : BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$-227,003
Expenses. Total of all expenses incurred2023-12-31$27
Total plan assets at end of year2023-12-31$367,059
Total plan assets at beginning of year2023-12-31$594,089
Value of fidelity bond covering the plan2023-12-31$10,000
Total contributions received or receivable from participants2023-12-31$30,000
Other income received2023-12-31$-257,003
Net income (gross income less expenses)2023-12-31$-227,030
Net plan assets at end of year (total assets less liabilities)2023-12-31$367,059
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$594,089
Assets. Value of employer securities2023-12-31$73,300
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$27
2022 : BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$134,627
Expenses. Total of all expenses incurred2022-12-31$1
Total plan assets at end of year2022-12-31$594,089
Total plan assets at beginning of year2022-12-31$459,463
Value of fidelity bond covering the plan2022-12-31$46,000
Total contributions received or receivable from participants2022-12-31$27,000
Other income received2022-12-31$67,127
Net income (gross income less expenses)2022-12-31$134,626
Net plan assets at end of year (total assets less liabilities)2022-12-31$594,089
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$459,463
Assets. Value of employer securities2022-12-31$355,487
Total contributions received or receivable from employer(s)2022-12-31$40,500
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1
2021 : BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$115,281
Expenses. Total of all expenses incurred2021-12-31$139
Total plan assets at end of year2021-12-31$459,463
Total plan assets at beginning of year2021-12-31$344,321
Value of fidelity bond covering the plan2021-12-31$40,000
Total contributions received or receivable from participants2021-12-31$26,000
Other income received2021-12-31$57,281
Net income (gross income less expenses)2021-12-31$115,142
Net plan assets at end of year (total assets less liabilities)2021-12-31$459,463
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$344,321
Assets. Value of employer securities2021-12-31$268,953
Total contributions received or receivable from employer(s)2021-12-31$32,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$139
2020 : BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$40,591
Expenses. Total of all expenses incurred2020-12-31$119
Total plan assets at end of year2020-12-31$344,321
Total plan assets at beginning of year2020-12-31$303,849
Value of fidelity bond covering the plan2020-12-31$40,000
Total contributions received or receivable from participants2020-12-31$26,000
Other income received2020-12-31$591
Net income (gross income less expenses)2020-12-31$40,472
Net plan assets at end of year (total assets less liabilities)2020-12-31$344,321
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$303,849
Assets. Value of employer securities2020-12-31$225,741
Total contributions received or receivable from employer(s)2020-12-31$14,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$119
2019 : BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$135,948
Expenses. Total of all expenses incurred2019-12-31$5
Total plan assets at end of year2019-12-31$303,849
Total plan assets at beginning of year2019-12-31$167,906
Value of fidelity bond covering the plan2019-12-31$303,850
Other income received2019-12-31$110,948
Net income (gross income less expenses)2019-12-31$135,943
Net plan assets at end of year (total assets less liabilities)2019-12-31$303,849
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$167,906
Assets. Value of employer securities2019-12-31$253,303
Total contributions received or receivable from employer(s)2019-12-31$25,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$5
2018 : BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-214,021
Total plan assets at end of year2018-12-31$167,906
Total plan assets at beginning of year2018-12-31$381,927
Value of fidelity bond covering the plan2018-12-31$10,000
Other income received2018-12-31$-214,021
Net income (gross income less expenses)2018-12-31$-214,021
Net plan assets at end of year (total assets less liabilities)2018-12-31$167,906
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$381,927
Assets. Value of employer securities2018-12-31$146,838
2017 : BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$300,102
Total plan assets at end of year2017-12-31$381,927
Total plan assets at beginning of year2017-12-31$81,825
Value of fidelity bond covering the plan2017-12-31$10,000
Other income received2017-12-31$300,102
Net income (gross income less expenses)2017-12-31$300,102
Net plan assets at end of year (total assets less liabilities)2017-12-31$381,927
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$81,825
Assets. Value of employer securities2017-12-31$360,312
2016 : BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$-177,905
Expenses. Total of all expenses incurred2016-12-31$16
Total plan assets at end of year2016-12-31$81,825
Total plan assets at beginning of year2016-12-31$259,746
Value of fidelity bond covering the plan2016-12-31$10,000
Other income received2016-12-31$-183,587
Net income (gross income less expenses)2016-12-31$-177,921
Net plan assets at end of year (total assets less liabilities)2016-12-31$81,825
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$259,746
Assets. Value of employer securities2016-12-31$65,002
Total contributions received or receivable from employer(s)2016-12-31$5,682
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$16
2015 : BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$124,761
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$259,746
Total plan assets at beginning of year2015-12-31$134,985
Value of fidelity bond covering the plan2015-12-31$10,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$116,314
Net income (gross income less expenses)2015-12-31$124,761
Net plan assets at end of year (total assets less liabilities)2015-12-31$259,746
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$134,985
Assets. Value of employer securities2015-12-31$248,796
Total contributions received or receivable from employer(s)2015-12-31$8,447
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$57,686
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$134,985
Total plan assets at beginning of year2014-12-31$77,299
Value of fidelity bond covering the plan2014-12-31$10,000
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$57,686
Net income (gross income less expenses)2014-12-31$57,686
Net plan assets at end of year (total assets less liabilities)2014-12-31$134,985
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$77,299
Assets. Value of employer securities2014-12-31$132,482
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$49,797
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$77,299
Total plan assets at beginning of year2013-12-31$27,502
Value of fidelity bond covering the plan2013-12-31$10,000
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$49,797
Net income (gross income less expenses)2013-12-31$49,797
Net plan assets at end of year (total assets less liabilities)2013-12-31$77,299
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$27,502
Assets. Value of employer securities2013-12-31$74,796
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$27,502
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$27,502
Total plan assets at beginning of year2012-12-31$0
Value of fidelity bond covering the plan2012-12-31$30,000
Total contributions received or receivable from participants2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$264,830
Other income received2012-12-31$-237,328
Net income (gross income less expenses)2012-12-31$27,502
Net plan assets at end of year (total assets less liabilities)2012-12-31$27,502
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Assets. Value of employer securities2012-12-31$25,000
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0

Form 5500 Responses for BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN

2023: BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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: BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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: BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BEDFORD AND MAIN FINANCIAL CONSULTING, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-04-23Type of plan entitySingle employer plan
2012-04-23First time form 5500 has been submittedYes
2012-04-23This return/report is a short plan year return/report (less than 12 months)Yes
2012-04-23Plan funding arrangement – TrustYes
2012-04-23Plan benefit arrangement - TrustYes

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