ABC&T MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ABC&T MANAGEMENT, LLC 401 (K) PLAN
| Measure | Date | Value |
|---|
| 2019: ABC&T MANAGEMENT, LLC 401 (K) 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: ABC&T MANAGEMENT, LLC 401 (K) 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: ABC&T MANAGEMENT, LLC 401 (K) 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: ABC&T MANAGEMENT, LLC 401 (K) 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: ABC&T MANAGEMENT, LLC 401 (K) 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: ABC&T MANAGEMENT, LLC 401 (K) 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 |
| Measure | Date | Value |
|---|
| 2019 : ABC&T MANAGEMENT, LLC 401 (K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $54,174 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,655 |
| Total plan assets at end of year | 2019-12-31 | $321,773 |
| Total plan assets at beginning of year | 2019-12-31 | $269,254 |
| Other income received | 2019-12-31 | $54,174 |
| Net income (gross income less expenses) | 2019-12-31 | $52,519 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $321,773 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $269,254 |
| Assets. Value of participant loans | 2019-12-31 | $94,556 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,655 |
| 2018 : ABC&T MANAGEMENT, LLC 401 (K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-14,028 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,610 |
| Total plan assets at end of year | 2018-12-31 | $269,254 |
| Total plan assets at beginning of year | 2018-12-31 | $284,892 |
| Other income received | 2018-12-31 | $-14,028 |
| Net income (gross income less expenses) | 2018-12-31 | $-15,638 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $269,254 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $284,892 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,610 |
| 2017 : ABC&T MANAGEMENT, LLC 401 (K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $46,582 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,403 |
| Total plan assets at end of year | 2017-12-31 | $284,892 |
| Total plan assets at beginning of year | 2017-12-31 | $239,713 |
| Other income received | 2017-12-31 | $46,582 |
| Net income (gross income less expenses) | 2017-12-31 | $45,179 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $284,892 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $239,713 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,403 |
| 2016 : ABC&T MANAGEMENT, LLC 401 (K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $22,641 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,075 |
| Total plan assets at end of year | 2016-12-31 | $239,713 |
| Total plan assets at beginning of year | 2016-12-31 | $218,147 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $22,641 |
| Net income (gross income less expenses) | 2016-12-31 | $21,566 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $239,713 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $218,147 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,075 |
| 2015 : ABC&T MANAGEMENT, LLC 401 (K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $38,218 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $864 |
| Total plan assets at end of year | 2015-12-31 | $218,147 |
| Total plan assets at beginning of year | 2015-12-31 | $180,793 |
| Total contributions received or receivable from participants | 2015-12-31 | $42,000 |
| Other income received | 2015-12-31 | $-3,782 |
| Net income (gross income less expenses) | 2015-12-31 | $37,354 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $218,147 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $180,793 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $864 |
| 2014 : ABC&T MANAGEMENT, LLC 401 (K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $111,698 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $144 |
| Total plan assets at end of year | 2014-12-31 | $180,793 |
| Total plan assets at beginning of year | 2014-12-31 | $69,239 |
| Total contributions received or receivable from participants | 2014-12-31 | $40,500 |
| Other income received | 2014-12-31 | $2,198 |
| Net income (gross income less expenses) | 2014-12-31 | $111,554 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $180,793 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $69,239 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $69,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $144 |
| 2019: ABC&T MANAGEMENT, LLC 401 (K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ABC&T MANAGEMENT, LLC 401 (K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ABC&T MANAGEMENT, LLC 401 (K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ABC&T MANAGEMENT, LLC 401 (K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ABC&T MANAGEMENT, LLC 401 (K) PLAN 2015 form 5500 responses |
|---|
| 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ABC&T MANAGEMENT, LLC 401 (K) PLAN 2014 form 5500 responses |
|---|
| 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 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 115645 |
| Policy instance | 1 |
| Insurance contract or identification number | 115645 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $982 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $982 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 0 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 115645 |
| Policy instance | 1 |
| Insurance contract or identification number | 115645 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $1,553 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $1,453 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | TPA FEES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 115645 |
| Policy instance | 1 |
| Insurance contract or identification number | 115645 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $1,293 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $1,293 | | Insurance broker organization code? | 3 | | Insurance broker name | HENRY H. FREEMAN |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 115645 |
| Policy instance | 1 |
| Insurance contract or identification number | 115645 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $717 | | Total amount of fees paid to insurance company | USD $483 | | Commission paid to Insurance Broker | USD $717 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 483 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | BLISS CONSULTANTS, INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 115645 |
| Policy instance | 1 |
| Insurance contract or identification number | 115645 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $394 | | Commission paid to Insurance Broker | USD $117 | | Insurance broker organization code? | 3 | | Insurance broker name | BLISS CONSULTANTS, INC. |
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